Multiple Tables Report
Hi all, I have three project tables from different business units, each with fields for contract value, contract date, and other details. We want to create a dashboard with reports combining the data from all three tables. What is the most efficient way to achieve this? Does anyone have any suggestions? Thanks!303Views0likes8CommentsIssue 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!99Views0likes10CommentsRich-text formula button on dashboard
Would love to create a rich-text formula button on dashboard that will create a new record in LEAVE REQUESTS table where Related Faculty = User. Here's my try at a formula: var text facultyRecordID = ToText( GetFieldValues( GetRecords("{'[FACULTY EMAIL]'.EX.'" & UserToEmail(User()) & "'}", "FACULTY"), [Related FACULTY] ) ); var text ButtonWords = "New Leave Request"; var text urlONE = URLRoot() & "db/" & [_DBID_LEAVE_REQUESTS] & "?a=API_GenAddRecordForm&_fid_15=" & $facultyRecordID & "&apptoken=$APPTOKEN"; var text urlTWO = URLRoot() & "db/" & [_DBID_LEAVE_REQUESTS] & "?a=q&qid=11"; var text url = $urlONE //& "&rdr=" & URLEncode($urlTWO); & "&NextURL=" & URLEncode($urlTWO ); // Begin button style var text bgcolor = "#b71a1a"; var text txtcolor = "white"; var text style = "style=\"text-decoration: none; text-align: center; background:" & $bgcolor & "; border-radius: 5px; padding: 8px 10px; color: " & $txtcolor & "; display: inline-block; font: normal 800 14px/1 'Calibri', sans-serif; text-shadow: none; text-transform: uppercase;\""; // End button style "<a class='SaveBeforeNavigating' href='" & $url & "' " & $style & ">" & $ButtonWords & "</a>" Problem is, I'm not sure where/how to do it. Any advice?Solved99Views0likes3CommentsModify multiple rows within the same group using Single Record ?
Could you please let me know if there’s a way to update the values of columns C, D, and E for multiple rows within the same group when updating a record through a custom form using a button or checkbox? We can use filter on Grid and update one by one and Form rule to update a specific record Is there any waySolved88Views0likes4CommentsColumn Widths on Dashboard Reports
Good morning, I have a dashboard that we use to take a screen shot to send out updates. Suddenly, one of my reports does not fit, as the columns are wider. I read someone else's post about dragging the column width. This works in the actual report, but they are still too big on the dashboard version. I saved the report, then deleted and added it back to the dashboard, but it doesn't stick. Any suggestions? Thank you, Kim ------------------------------ Kim ------------------------------76Views0likes3CommentsCreate a Dashboard from Multiple Reports with Similar Fields
Hello, For context: I have 3 separate tables to manage research study data. Let's call them Study 1, Study 2, and Study 3. Each study has follow-up visits at different designated Timepoints. Some Timepoints has a ± 7-day window, and other Timepoints have a ± 14-day window for when the visit can take place. For example: Study 1, Patient Timepoints Patient ID Start Date 1-Month Window 3-Month Window 001 01/01/2024 01/24 - 02/07 03/25 - 04/08 002 02/01/2024 02/23 - 03/07 04/24 - 05/08 003 03/01/2024 03/24 - 04/07 05/25 - 06/08 I have fields in each table to calculate each of the Timepoint Start and End Dates based on the patient's start date (1M Start Date, 1M End Date; 3M Start Date, 3M End Date; etc.). I then combined each timepoint's start date + end date into one field to minimize the number of fields in my report (1M Window). Lastly, I added a formula-text field that returns the Current Timepoint each patient is in, example: 1-Month Visit, 3-Month Visit (when the patient is within a timepoint); or 1-Month Upcoming, 3-Month Upcoming (when the patient is in between timepoints). This allowed me to create a custom report within each Trial/Table filtered for just the patients who are active within a timepoint. I am trying to figure out how to consolidate the custom reports into one dashboard. The problem is, although each trial has identical field names, the fields are calculated differently due to different timepoints and different windows. Any ideas of how I can create a dashboard/report to show all active patients and their windows across all trials?72Views0likes1CommentHow to configure global app search
We have a request to limit what records certain users can see. Our viewer role is directed to a Viewer dashboard where all the objects (reports, buttons, charts, etc.) point to specific reports where certain parent records are filtered out based on a checkbox on the record. I have hidden ALL tables from the viewer role so their only access to the system is via the viewer dashboard. All works as expected, EXCEPT for the global search box. The "hidden" records are not showing on the viewer dashboard reports but if they use the global search box they CAN access those records. Is there a way to configure the global search box to respect the user role or is there some other/better way I should use to effectively hide certain records both from reports and charts but also the global search box? ThanksSolved66Views0likes6CommentsDashboard Web Widgit
I followed Kirk Trachy's steps in the YouTube Video "Embedding OneDrive Files in Quickbase". Clicked on the preview in the Pages folder, the data was there... copied the preview URL, then placed that into a Web Widgit... and nothing! Why can I see the data in the Pages Preview, but not on the dashboard??63Views0likes2CommentsDisplay total records in report on homepage
I have a number of Table Reports shown on the homepage of our app. When you display Full report for these reports, it shows a numeric summary of how many records are being displayed. (in the top right, above the table.) I'd like that number to appear with the report when it is displayed on the homepage. It doesn't matter to me whether the number appears above or below the table. These tables are displaying only text so I haven't been able to figure out a way to get a total at the bottom which adds up the above entries. I'd hate to make another column which just has "1" in it and then that total is added at the bottom. How can I get that number of records in a report to display on the reports which are embedded on my homepage? ------------------------------ Stephen Jackson ------------------------------60Views0likes0Comments