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Breaking out a user list to individuals when creating a chart

  • May 31, 2016
  • 0 replies
  • 26 views

I have application in which projects are created by a Project Owner, in addition there may be a small team of users who are in a support role in the project. When looking at workloads it's easy to create a chart by individual Project Owner and stacked by project status as there is a singular project owner. But when I go to create the same chart for Project Support Team it combines all users listed into a single instance instead of breaking out by individuals. Any suggestions on how to overcome this shortcoming?

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  • Author
  • Quickbase Alumni
  • May 31, 2016
Thanks for the link. It could work I suppose, but I'm dealing with almost 80 users, so I'm hoping there is something out there I can do that is more concise.

Well, we will wait to see if someone has a less worse idea. I posted my response as a Comment and not as an Answer, so it remains unanswered I too am looking for a bright idea.

  • Quickbase Alumni
  • March 28, 2017
Just wanted to chime in with my very ugly possible solution, as I have the same issue. I'm thinking about creating a webhook or workato automation that will generate a record on a child table for each user listed in the parent field, and then relating down all relevant fields. I will then create all reporting on the child table as now each record will have the unique value to tally up + the related fields will always be updated from the parent. (I have been thinking about this scenario for months, and this is the best I could come up with, hopefully it helps someone.)