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Multiple Tables Report

  • May 23, 2024
  • 0 replies
  • 720 views

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Hi all,

I have three project tables from different business units, each with fields for contract value, contract date, and other details.

We want to create a dashboard with reports combining the data from all three tables.

What is the most efficient way to achieve this? Does anyone have any suggestions?

Thanks!

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  • Quickbase Alumni
  • May 24, 2024

I don't know if someone out there has a better idea but I have accomplished this using a combined table. If the 3 tables with my data are Table 1, Table 2, and Table 3 I do the following:

  1. Make relationships where One Table 1 has many Combined Table. One Table 2 has many combined table....etc.
  2. Make actions (or pipelines) that say, when there a record is added in Table 1, add a record in the Combined Table where [Related Table 1] = Record ID of new record. Now every record from Table 1, 2 and 3 has a linked record in the combined table.
  3. Make lookup fields for the fields you want to compare. In your case, value and contract date for example.
  4. Make a bunch of formula fields to present the data nicely.
    For example: [Value Formula] =
     If(
      [Related Table 1]>0, [Lookup Value Field from Table 1], 
      [Related Table 2]>0, [Lookup Value Field from Table 2]...etc....)

I have even brough over dates and made a shared calendar, etc.


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  • Author
  • Quickbase Alumni
  • May 24, 2024

Thanks!!

 


MarkShnierYou
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  • Quickbase Alumni
  • May 24, 2024

I have an alternate suggestion. I would create the fourth table that Mike talks about but I would set the key field to be a prefix corresponding to each of your three separate tables and then a dash and then the record ID of the source table.  

In each of the three tables I would create a formula to make that key field of the fourth table so for example it would read like

List("-", "Business Unit 1", ToText([Record ID#]))

Then create three saved table to table copies to copy the fields from respectively each of the source tables into the combine table.

Then I would set a pipeline to run every hour say which would be to first delete all the records in the combined table and then to successively run each of the saved table to table copies.  

The make Request step to run the saved T2T copy would look like.

mycompany.quickbase.com/xxxxxxxx/?act=API_RunImport&ID=10