How to add charts to your forms in QuickbaseNov 19, 2018
Including charts directly on forms can bring your data alive as well as provide more insights into your business. It's easy to add a chart from a child table, but did you know you can also add a chart from the same table. I know! It sounds impossible, but it too is easier than you might think.
In this tutorial, I show you, step-by-step, how to easily achieve adding charts to your forms.
Including charts and other reports on your forms can:
- Cut down on navigating
- Speed up decision making
- Provide data easily and visually
With this tutorial, learn how to add charts to your Quickbase forms. Customizing your form is as easy as:
- Create the chart to include on the form
- Add a Report Link type field and select the value to match between tables (or within the same table)
- Update the form settings to show your chart
Adding charts to your forms will be a crowd-pleaser for sure!
See the video transcript
FROM THE TUTORIAL: "...Say I want to include a chart on the projects table of all the tasks that are related to that project based on the percentage that are in each type of status. When I look at one of these projects I can see that the tasks are listed in table format. Now what we want is a chart so let's head over to our tasks table. On our task table I've created a chart called status. This chart breaks down the status of every task in the task table. What we want to do is take the same chart and put it onto the project but only filter it down to those tasks that are related to that specific project. I'll open a project to access the form and I'll add in another line and choose the same tasks report link type field. Then I'll choose display the related tasks directly on the form only now I'll look select that report called status. Now I've got a chart showing the status for all of the tasks related specifically to that project but that's not all I can do with a report link field. This is where things get interesting. Not only can I use a report link field when I've got a parent-child relationship, but I can use a report link field on the same table where there is no relationship. Let's create a new report link field, select create new field in this case we're going to choose that report link field, give it a name and edit the properties. With the property open I can now choose my matching criteria. I'll start with the field and the current report, I want to match priority so for every project with the same priority as my current project I want to see a list of other projects with that same priority. I'll choose priority and then my selected target, instead of choosing another table I'll choose the same table from the same Quickbase using that same priority field. With priority selected for both items I'll click Save. The report link isn't what we want to show here so we'll go into the custom settings, scroll down to that report link and choose the report we want to display, hide the label and click Save and now you can see all projects with the same priority including the current project. That's how you can use a report link on the same table to show a chart or report back on the form, but we can get even more creative with this. Let's say we want to show all of the records from this table on the form. In that case you'll have to have a field that's common to all the records so you need a field in the table where the value across all records is exactly the same. What I've done to accomplish this because I did not have any field that was in common to all of the records was to create a field called common and enter 1 across all of them. This way I knew for sure that I would have a field in common across all of the records. Now on my form I've got a chart representing all of the tasks and hours allocated by project across all projects. So, this could be an excellent reference to know how allocated or over-allocated are we as we look at this individual project to see that big picture at the same time. Wow getting charts on reports is awesome but getting a chart on a report from the same table is even more awesome…"
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