Can excel model be used with quickbase?

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  • Updated 3 years ago
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After the Empower Conference a week ago, I saw some pretty cool hacks/integration. 

Can anyone help me with a solve for this?

·         We have an excel model that we would like to use

·         Need to have some data from QuickBase entered into it

·         We would like the calculated data to be displayed in QuickBase

·         We don’t want the excel file to be spit out for the users to get a hold of, or see the proprietary info

·         The model may be altered regularly, so the request is to not build this in the system.

Any ideas on how to work this? is this possible?

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Kevin

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Posted 3 years ago

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I suggest if you want to full automate the process, use the Juiced XL docs to auto populate the "input sheets" of the Excel Workbook.

Then save the output sheets in CSV and put it in a cloud service of Dropbox, Box or Google Drive and use QuickBase Sync for CSV to auto refresh the QuickBase Table(s) for the results of the calculations.
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Kevin

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Hi Mark - I've been thinking along the same lines, but this particular requirement is requested on a  "real-time" on a per transaction basis...I know it may be a tall order, but is there any way this process could be automated for the standard user? I.e. can the document be auto-deposited to Box, google drive etc. Also it would require the document be saved as a csv in order for this to work.

The answer from the past would have been, "build it in the system", but since the excel has constant updates, maintaining the calc to support it sounds like a full-time job. Just trying to find a work-around to solve this dilemma. Any thoughts if there is a way to do something like this or other ideas?
Well, All things are possible if you have enough money to pay for custom development.  You seem to want a webhook to fire when a record is saved to kick off a process to create an updated Juiced XL Docs spreadsheet to be the engine for the calculation, and then post the results of the calculations back into QuickBase.  If you have $5 or $10K, then contact Juiced as a start.
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Kevin

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Hi Mark- you articulated the process well. Thanks for your help
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Scott Burday

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Not sure of your exact process needs, but Trinity has developed the capability to get data from an Excel spreadsheet right into a QuickBase app and to subsequently update the data from Excel, if needed.  Users are in Excel, enter data in cells, press a button in the spreadsheet and the data then either creates new QuickBase records or updates records, depending on the scenario.

Subsequently, we have developed many processes to automate the creation of Excel spreadsheets with QuickBase data and then automatically send the Excel documents to any number of email addresses.  

If you would like to discuss this further please fill out the contact form here and we will get back with you:
http://www.trinityis.com  (be sure to select the "I'm not a robot" checkbox at the bottom or we will not get the email)