The easy way to add color to reports in QuickbaseNov 14, 2018
Color coding your Quickbase report rows allows the important information to stand out. Drawing attention to critical details will save time and ignite action.
Learn how to add easily add color coding to your Quickbase reports.
Make any information you want 'pop' on your table report.
- Need to see active employees at a glance?
- Want to highlight a task past due?
- Desire to make out-of-stock items more obvious?
In this short tutorial, I walk you through three things you need to customize your awesome Quickbase reports using a formula to add color.
- Choose your report
- Identify the “trigger” field
- Select your values & colors
After this, you'll be well on your way to creating colorful and action-generating reports!
In the video, I mention this video on using a formula to color code rows.
See the video transcript
FROM THE VIDEO: "...In their November release, Quickbase added a super-easy way to add color to your reports. Gone is the need to write out complex case formulas to color-code your report rows. Let me show you how here. I have a Quickbase with sample HR data. Let's open the report we want to add the color coding to. With my report selected you can see there's no easy way for information to stand out in order to tell whether an employment status is active, inactive, terminated, etc., it's kind of hard to tell. That's where the color-coding can help out a lot. Let's look at the customization that's now been added. At the bottom of these options under this section for color-coding notice the option to assign a color to choices in an item in this drop-down the first option here is departments let's select it and see what happens you see it's assigned a color to each of the choices in the department's field. The department field is a multiple-choice type field, it's assigned a color to each of the choices. There are six here and it'll assign up to a maximum of ten colors. Let's see what happens when we have a multiple choice field with more than ten options. That's the case with employee source. Employee source has many more than ten options as you can see in this list, however, Quickbase will only assign choices to the first ten options, so you'll have to watch out for this one. If you want to do more color coding you're going to have to write the formula out. There's the option for that at the bottom and I've got a video for writing the formula out too and you can check it out on the Quick Base Junkie blog or on the Quick Base Junkie YouTube channel. Let's look at the employment status field; the employment status field only has five options, so that's great, it's assigned a color to each of these five but maybe these aren't the colors that you want to have assigned to these five. You can choose a color by clicking on the color box and selecting another color. You can also enter your own hex code for any color you choose. There's a couple of colors I know like dark gray or black, although I don't actually recommend using really dark colors. You could also even enter white. If you know the color for your company's branding you could use those colors as well. If we don't want to have any color assigned to one of the choices we simply need to click the minus sign and that'll delete it from our list and a color will not be assigned. You can assign a color to address fields, email fields, text fields, multi-select fields, and multiple-choice fields. You should all show up in the drop-down in the customization options there isn't an option for color coding on an item like a checkbox which you may want to include, in those cases you will need to write a formula. There is one other thing I wanted to mention - if I go back to my home page the report here does not have any color coding and the reason for that is because this report is based on the default report and the default report does not allow for any type of color-coding..."
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