Syncing Multiple Apps

Strategically, the first thing to determine is the data aggregation that makes sense to your directors. For our business, sales territories roll up to business units - and a common sales territory unique ID exists in every application. We summarize data at the sales territory level in each application (by count or sum) - and then sync that table across to the central dashboarding application - and then summarize to business unit as needed. This serves two functions - one it limits the size of the sync tables, and two, it optimizes quickbase�s single thread architecture (If you build table relationships to the children apps, you combine everything into one server process and kill performance - so direct table relationships are a big no no).

At this point, if you need the ability to quickly drill down or jump to the underlying data in a child application - use formula-text fields that feed a variable to report in the child application - or formula URL fields. (Same as above, using report links will hurt performance)

Hi

Kevin's answer is spot-on for large data sets.

Two other alternatives are:

• Build cross-application relationships.  In Quick Base, you can build a relationship between any two tables - even if they are in different apps.
• Use a reporting tool like Tableau or Power BI to aggregate data.  This approach is especially good if either a) you want to include data that is NOT in Quick Base in your dashboards OR b) you want a better mobile experience.  If you use a tool like Tableau, you can view the charts you create in Tableau from your Quick Base dashboards.

I run a firm that helps people adapt and adopt SaaS.  Feel free to reach out to me here.

Debbie