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Question

Add Previous Month as header in a QB Home Page

  • May 7, 2018
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Essentially, I would like to write some code that would be used in a Rich Text widget on a home page to provide context to dashboard reports.

Essentially there is a page full of previous month reports and a user has requested that the month in question be displayed somewhere on the page. 

I could hardcode the month pretty easily but im lookin for an automated way to complete this.

A super low tech way to accomplish this is to have a table with one record in it. 
Make a Formula Rich text field to calculate your words.  Then put that "report" of that 1 record on the dashboard.

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  • May 7, 2018
You are wise good sir, thank you.

Thx
Something else to try once you get that working is that you can put up your Report as a web link dashboard element, instead of a Report Dashboard Element.  Just paste in the URL of the report and suffix it with        &ifv=1

That should reduce the menu above the Report and slim down to just the words and not much else.

&ifv=1 means "iframe version = true."

iframe means just the bare report.

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  • May 7, 2018
Didnt even think of using an iframe. Good idea. Any thoughts on making the month bold or more apparent on the pagE?

Well, you can use a Rich Text field  and format it as large as you like.
The low tech way is to include like <b><font size=4>

Just keep playing what that 4 number to get different sizes.

I believe that <font size> method is an "old method" but it still works.  You can google for other syntax.  Or try the syntax below.

"<p style=font-size:300%;padding:0;margin:0><font color=blue>"

& [calculated words]

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  • May 7, 2018
for anyone else whos curious: https://community.quickbase.com/quickbase/topics/extract-month-from-date-created was also used to solve this problem.

Essentially tie the above formula field into the field in that link and youre golden.