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How to add charts to your forms in Quickbase

fields forms how to reports Nov 19, 2018

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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:

  1. Create the chart to include on the form
  2. Add a Report Link type field and select the value to match between tables (or within the same table)
  3. Update the form settings to show your chart

Adding charts to your forms will be a crowd-pleaser for sure!

 

 

 

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