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Turning an excel sheet into a report just like it in QB

  • April 8, 2020
  • 0 replies
  • 55 views
Hi,

I've been tasked to turn a monthly report excel sheet into a Quick Base report. The excel sheet is broken down by a couple things:
  • the rows are all fields I've turned into multiple forms on QB (there are 6 teams on the excel sheet and each needed their own form and table to enter the data into to keep things organized - I already tried putting them all onto one form and it was a jumbled mess)
  • the columns are month/year fields with year-to-date columns and quarter-to-date
  • the report has to be broken into sections to show which team the information is coming from while simultaneously keeping things compacted together
  • this can't be a dashboard/dig deep report because it needs to get printed every month

Any suggestions are greatly appreciated! Thanks for the help.

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Kathryn Dailey
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  • OanaWhalen
  • Registered
  • April 9, 2020
Kathryn,

Can you post a screenshot of the excel file (at least row and column headings) so we can better understand what you are trying to achieve?

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Oana Toma
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