I’d like to create reports and pie charts that show the top 10 summary of sales by client AND also show all the all the remaining sales together grouped and totaled in the last category labelled “OTHER”.
This especially important for pie charts.
Any and all assistance welcomed.
Would you be aware ahead of time what your Top 10 categories would be or would you want those Top 10 categories to be dynamic? Unfortunately, in the dynamic instance there is not a native functionality while using a chart to set it up to display only a Top 10 set of grouping and then lump the other records into an "Other" category. If this is something that would be value for your reporting I would suggest putting it in as a User Voice request which can most easily be accessed from the My Apps page in Quick Base by clicking on the orange Feedback tab or at http://quickbase.uservoice.com. I'm sorry there is not a native fix I can suggest in this instance to dynamically generate a Top 10 report. It may be some of the scripting experienced members of the Community can recommend an alternative that uses some non-native tools that could get you to the reporting you are looking for.