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Need Special Scheduling Report Help

  • August 4, 2019
  • 0 replies
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I need a special Scheduling Report like the one I mocked up in Excel and have attached to this request. 



I have followed some of the requests for help with similar needs and the consensus seems to be it can't be done in native Quickbase.  I have searched among the various tool vendors looking for something like this and have not found anything close.

It looks like i am going to have to write it myself  I am guessing that it will have to be done in Javascript.  I am developing this tool for my son in my spare time.  His business is not cash rich, so that leaves the report development to me.  I have some coding experience, but none with Java or Javascript  

Can anyone provide some guidance on the beast way to approach this?  If it is in Javascript, can you recommend libraries that are fairly inexpensive that will help in this development?

Thanks for your help!
    This topic has been closed for replies.

    Did you try Veil Sun. They have a drag and drop scheduling add in..

    https://www.veilsun.com/vel-qscheduler

    Or MCF

    https://www.quickbase.com/partners/ad...

    Or Juiced

    https://www.juicedtech.com/scheduling...
    This type of form is possible to create. I'd love to discuss this with you. bowencl5157@gmail.com
    KeithJusas
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    • KeithJusas
    • Registered
    • August 5, 2019
    Hi Jeff / Mark,
      we just recently released some additional functionality in our XL Docs add-on to help generate Scheduling / Gantt style output files.

    You can demo that here:  https://juicedtech.quickbase.com/db/bneztjaka?a=dr&r=h&rl=kgp
    Click on the Scheduling / Gannt tab on this record and you'll be able to generate an Excel file that looks like this


    Data is coming from our Projects and Tasks tables in this example

    Keith

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    • JeffMickelsen
    • Author
    • Registered
    • August 6, 2019

    Keith,

    I appreciate your taking the time to respond to my request.  I may be missing something, but I did not see anything that will meet my need.  To summarize, what I need is similar to a Gant chart with these characteristics:

    1. A report with dates as the X axis and DumpsterID as the Y axis.
    2. Each DumpsterID may have more than one assigned date range.  For instance DumpsterID 15-10 may be scheduled for 8/2-8/6, 8/12-8/16, and ...
    3. Each DumpsterID will only be found in one row regardless of how many assigned date ranges exist.
    4. I would like to be able to color code each bar (representing one date range) depending in Dumpster size (first two characters of the DumpsterID) and whether the start date for the date range has passed (already deployed).
    5. I would prefer to build for up to 500 DumpsterIDs.

    I can easily create the macros to build the report by merging cells, filling backgrounds, providing captions for each date range, ....  My challenge is how to create an .xlsm file to download to excel.  I guess I could create a macro, put it in the Excel global location, and the put a button to invoke the macro on the toolbar, but I still don�t know how to create an .xlsx file with the data to download to Excel .  I can download the file as a .csv and then have the macro create the .xlsx file.  Sorry for the rambling, but I am thinking as I write.  See the file attached to the original request for an example.

    With all of this said, I need this report available on mobile devices and macros are not yet supported on mobile devices. 

    Am I missing something in your toolset?  If so, can you help me see what I am missing?

       
    KeithJusas
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    • KeithJusas
    • Registered
    • August 6, 2019
    Jeff,  how is your application structured?  Do you have a single table that stores the Dumpster IDs and their assigned dates or do you have the assigned dates in a child table connected to the Dumpsters table?
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    • JeffMickelsen
    • Author
    • Registered
    • August 6, 2019
    I have jobs in one table.  Jobs include DumpsterID, Driver, Address,...  Ordered Dates are also in the Jobs table, but actual dates are in the Job Schedule table, so I can manage both drop dates and pickup dates using the Calendar capability in QuickBase.  Dates from the Job Schedule table are shared via relationships back to the Jobs table.

    • TomPetracca
    • Registered
    • February 22, 2021
    Jeff:  Any luck with the Gannt chart creation?  We're looking for one that can show projects with tasks... typically 3 to 6 different tasks, some are dependent...some are not, by about 7 different people.  Need the program to layout a calendar based Gannt, based on a priority input by the manager, to show a full schedule of all the projects..   Hoping next step after that will be to, via input from QB, show work as "complete" or "in progress" or "not started" , etc. 

    Sorry for the ramble... been using Smartsheet for a while now and looking to have something linked to Quickbase.

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    Tom Petracca
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