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!!
Report widget not showing available reports
On our app home page, when I try to update an existing report using the widget, or add a new report using the widget, our reports are not showing up in the report dropdown. Even the report that was already previously added via the widget is not showing up in the report dropdown. I am the app manager and have administrator access. We have a number of existing reports for this table, and several are used on the app home page, and have been there for at least a year. All are shared reports with no access restrictions. They are not grid-edit reports. I have not made any changes to the type or location of our reports. I have 3 apps where I'm the manager/administrator, and the issue is happening with all of them. How do I make them show up again? And could this be tied to the recent QB update that changed some UI (tables now listed in a left sidebar instead of on top, etc.)? This is the first time I've tried to change reports since that UI update. Thank you for your help! These are the reports as shown from the table page: This is what I see in edit mode on the home page. These 2 items are the only things that show up and neither are clickable and a search does not find the reports:
Merging Two Completely Different Tables
Greetings, I couldn't delete this post so, I am just completely modifying it, for anyone who navigated their way back to this and is thinking, "This isn't what I was looking for". lol I have two tables with completely different data. I want to create a third table which would be made up of the contents of each record in table1, duplicated for each record in table2, so I can add additional formulas, etc for a report. table1 structure Name -- StartDate -- FinishDate -- Amount table2 structure Period -- BeginDate -- EndDate Desired merger Name -- StartDate -- FinishDate -- Amount -- Period -- BeginDate -- EndDate --... Example output Name1 -- StartDate -- FinishDate -- Amount -- Period1 -- BeginDate -- EndDate --... Name1 -- StartDate -- FinishDate -- Amount -- Period2 -- BeginDate -- EndDate --... Name1 -- StartDate -- FinishDate -- Amount -- Period3 -- BeginDate -- EndDate --... Name2 -- StartDate -- FinishDate -- Amount -- Period1 -- BeginDate -- EndDate --... Name2 -- StartDate -- FinishDate -- Amount -- Period2 -- BeginDate -- EndDate --... Name2 -- StartDate -- FinishDate -- Amount -- Period3 -- BeginDate -- EndDate --... etc... The true challenge with this is being able to set this up so the merger of the data in this fashion happens dynamically. Meaning when one or both tables has a record added, modified, or removed, the merged output reflects the changes. I figure this calls for a relationship, especially for the dynamic aspect of things. However, I don't know how to set that up, assuming it's possible to do. If anyone has any suggestions, that would be greatly appreciated. Thank you in advance.
Summary Reports
Y'all have been so helpful! I'm hoping I can figure this one out! I need to create a summary report that shows these totals in an easy report. I can't seem to figure out how to only have current MTD or YTD, just group by Month or Year, which isn't what I need. I can create a KPI widget for everything, but is there a way to show the KPI numbers in a chart that can be exported for our company analyst group? I'm hoping there's a relatively easy way to do this! Thanks!
How to split an Export file which is too big
I need to export port a file which has over 400 fields and years of data. When I try to export I get the following error. is there a way to split the data into chunks? I still need all the data, and would like to split in yearly chunks. Is there a simple way to do this? I am a total novice at this.
Embedded Reports New Form
Hello, I currently use the new forms in QB, and I love the functionality to be able to easily add a record in that pop-up view when using an embedded report from another table. However, there is a limitation to this functionality of the parent record is not saved yet "adding a record". Is there a way I can let users add records to another table in an embedded report without the parent record being saved first? Or is there a way to trigger the save so that functionality can happen?Building A Project Tracker Based on Existing Tables
So my company is experimenting with switching from OneNote and Excel spreadsheets to QuickBase for tracking all of our data. So far, I am loving the potential this has to streamline our workflow! But I have hit a small snag in coming up with a solution that I was hoping the community could help out with. We have a huge list of contacts for each state, and depending on the "event" or job, we will need to contact certain people on that list and note who/when we contacted them. Previously this was accomplished on excel by just creating a few columns for "Contacted", "Status", etc. This got very messy on a sheet primarily just meant for contact info. So my question is this: If I have a table of these contacts in QB, can I somehow build something to duplicate that table of contact info, but also add some of those tracking metrics? I would love to attach it somehow to when I make a new "event" in that state, which I have a form for events as well. Basically I just need something to track whether that contact has been contacted PER EVENT that isnt super cluttered, but still is connected to the state contacts table somehow.
