Filters Removed when adding a column via "show more columns"
With "new style" table reports, if I apply dynamic filters or use the search bar to filter the report, and then add a column (by hovering over a column header, using the "..." then choosing "show more columns" and hitting "apply"), the column gets added but all those filters get removed. The search term remains in the search box and dynamic filters that were applied still appear to be selected in the UI (shows selected still at the top) but they are not. The filters are removed, and you have to clear and re-apply your filters. It trips me at least once a day and it's driving me nuts...I put in a support case in April, eventually QB closed it and said they tied it to a bug, but I can't be the only person that this is bothering... I understand that QB is probably/hopefully working on this and I just need to be patient. I guess I'm just looking to commiserate in the meantime with any else that is getting really annoyed about this. Can I get an AMEN??
Unduplicated people summary report
I built this summary report and need help filtering out duplicated clients. This report is built on the "Case Clients" table that is the many-to-many table connecting "People" to "Cases". I need this report to only show unduplicated people within each column. I have not used Help!Running totals for charts
Hi all Want to share my solution on how to create running totals for charts. QB does not support running totals for charts, only summary reports. QB Junkie has a really good solution to create running totals using the query formula but as stated in her video it only works with small data sets and it is really memory intensive. QB has posted a solution to use the report API function to build a new running totals table from a summary report but I found this to be even slower and it does not give the user live updates. I use own table relationships that allows me to chart large datasets quickly and live. Below is an example of this application but I use this for many other data sets that do not use dates so do not get stuck on the dates table step. Create a dates table. I made the key a text field so that i can create the reference field. Record ID is also an option but a bit harder. My key was "<date>-<project no>" Create an own table relationship I use pipeline's Make Request action to create and maintain this table with its key and related field value. This is a Jinja code on Exchange I borrowed so let me know if this is of interest to anyone. It super-fast but again not a requirement. Summarise the values I want into the dates table Create a blank formula field and this will be my running total Summarise the blank formula field i created in step 6 above. I use the own table relationship for this. Go back to the blank formula field in step 6 and write a formula that adds the summarised value in step 5 to the summarised value in step 7. BUT I found this needs to be via an if statement and can't be a simple addition as it fails randomly. Maybe a bug in QB but I found my way around this and its now super reliable. My if looks like this If( Nz([Field in step 5]) + Nz([Field in step 7]) <> 0, Nz([Field in step 5]) + Nz([Field in step 7]), Nz([Field in step 5]) <> 0, Nz([Field in step 5]), Nz([Field in step 7]) <> 0, Nz([Field in step 7])) Thats it. Fast reliable running totals to draw charts! See screenshot below
Kanban records per column limit
We have customers who have “an order” of up to 300 items. The order is initiated via connected channel to Box. A CSV file listing the items is dropped in the Box folder and are tracked in Quickbase. The Kanban report is desired but is limited to 100 records (items) per customer. Is there any known work around for the 100 maximum number of cards (records) per column in a Kanban report? I need 300 in a column. Thanks, Bruce B.
Gauge Report - Wrong Percentage
Hi! I'm creating a gauge report that shows the percentage of POs Invoiced/Current Project Budget (aka Percent Consumed). This report is going on a dashboard that has a dynamic filter for Project Priority. After lots of trial and error, I decided to create summary fields in a parent table called "Universal Reporting Record". The summary fields specify the percentage for each priority... 1, 2, 3 and the combination of all three as All. I am then using a formula in the gauge report to specify which Percent Consumed field should be used depending on the priority: The percentage for "All" should be 13.4%, but it continues to show 17% and I cannot figure out why. The other priorities (1, 2, and 3) show correctly as the dynamic filter is changed. The calculation is done on $s Consumed/Total Budget. These are the same fields used in the summary table mentioned above, just different labels for the dashboard. Here are the results for Project Priority = 1 which are correct: Any help is greatly appreciated!!Sort & Group separate from UI
Hi, There are a lot of instances where we need the users to be able to sort and group their reports, but we can't leave the report open for editing. I've opened a ticket to see if Quickbase can separate out the Sort & Group feature from the User Interface settings. If you're interested in this too - go "request actions" and subscribe to the ticket Sort & Group #409577 - this is a link to the feedback: Request | Feedback (quickbase.com)
