App roles with some leeway but without the keys to the kingdom
Hey folx! Is there a way to set up roles to give others the ability to edit a dashboard page without allowing them full ability to edit app structure and permissions? We're using a dashboard page, and a text block in one section that we regularly lock/unlock to update on our daily huddles. I want folx to be able to do that in my absence, but also, not have the ability to be on the back end. Thanks!
Dynamic Filter - Default Date Range? (without filtering)
Good morning! I have a dashboard I built with a field called CLOSED DATE. I set this date as searchable and then as a dynamic filter. It works as is, but the date range in the filter is pretty large. 2018-2025. Is there a way to set a default date range that isn't dictated by additional filters? I set filter rules to be from Jan 1 2025 - Dec 31 2025 and that is the new default for the filter, but I can't select anything outside these dates. I would love to set the default to 2025, but have the ability change this to later or earlier if needed. Any suggestions are appreciated!
Dashboard Format Question (summarizing)
I am messing around a bit here looking to create a dashboard to summarize some specific information. I am starting with a report. My fields are as follows: Market Type (subject), Probability (in percent 0,1, 10,20,70,90), Expected Revenue (in dollars), Status (open or closed), Region (for filtering later) Example Data: Football, 10%, $1000, Open, East Baseball, 90%, $500, Open, West Football, 30%, $700, Open, South Soccer, 10%, $600, Open, South I am trying to summarize this in such a way that it looks like the following: Market Type 0 1 10 30 70 90 Grand Total Football $1000 $700 $1700 Baseball $500 $500 Soccer $600 $600 Grand Totals $1600 $700 $500 I have been messing around a bit with both a TABLE and SUMMARY report and I am getting mixed results. What would be the best way to approach this? I have a feeling i'm overthinking this a bit. Any suggestions would be appreciated.
Issue with Dashboard Gauge: New Style vs Old Style
Hello Quickbase peeps! So I ran into some challenges with the KPI Gauge widget. The KPI Gauge shows the correct percentage when creating it in 'Reports & charts' but the problem arises when I add the widget to dashboards; it shows 0%. After some troubleshooting, I've discovered that while previewing the KPI, it works just fine until you turn off 'New style'. Please see attached pics. Not sure if this is a bug or if there's any workaround/fixes for this. *Calculation is using summary formulas Thanks!Dashboards: "Unable to display widget"
We have had a widget on our dashboard to display our company calendar for the last 6+ months and all of the sudden last week it stopped working and just displays "Unable to display widget". I haven't made any changes to the table or report. Has anyone experienced this bug or found a solution to this in the past? I have already tried changing every setting I can think of within the report itself, the dashboards, deleted the widget and added it back, and cant find anything that works. Thanks for the help!
Only 10 Data Values
I'm creating a graph to show each of the 12 months (January, February,... December) data. I added the data values for January, February, etc. however, after October, I couldn't add November or December. The "+" is faded out on October data value. This happens whether I do a regular bar chart or horizontal bar chart. Is there a limit up to 10 choices of what to add for data values? The idea is to have each of the 12 months data show for each vendor I also want to create separate reports (for drill downs) for each vendor to show the 12 months of data. Is there a different way to set this up? Any is helpful. Thank you!
Dashboard Widget - calculated columns based on a table? Looking for the best way to proceed.
Hi all. I have a request to create a dashboard widget that has potentially 7 calculated columns. I am not sure the best way to accomplish this. I am relatively new to QuickBase and I have taken some of the training, but this seems a little beyond what I learned. Its also only the second app I have worked on. In a nutshell, I have a table we can call DATA, in that table are Market Classes, Close Dates, and $$ Values. Example: DATA Market Class CloseDate $$Value Pepsi 1/13/25 100.00 Coke 1/21/25 85.00 Fanta 6/1/25 200.00 Coke 3/20/25 150.00 Pepsi 2/12/25 60.00 I am looking to put a widget on the front page that shows something like the following: Market Class 0 day 10 days 30 days 70 days 90 days Total Pepsi 100.00 60.00 160.00 Coke 85.00 150.00 235.00 Fanta 200.00 200.00 Totals 100.00 85.00 60.00 150.00 200.00 595.00 Basically, I want to summarize all orders for a class by the date so I can see when certain deals are expected to close. I also want the totals of both for all orders in a class and and also for each time frame. I thought I could use report formulas, but unless I am mistaken, they are limited to 3. I thought about trying to build a new Table, but I am thinking that might be overkill. I am looking for any good suggestions on the best way to proceed here. Any suggestions putting me on the right path would be greatly appreciated.
