Data visualization is kind of a big deal, which is why Quickbase dashboards are so useful! However, the most commonly used area of Quickbase is table reports. So, how do you have your cake and eat it too? 🤔 Or rather, how can you visualize your table reports? With Rich Text Formulas and little HTML/CSS, that's how! If you're not familiar with HTML & CSS...

I'm sure you're familiar with the handy toggle that allows you to switch between new and old style reports. That handy toggle, proudly adorned with a green check mark and the words "New Style," allows you to switch to the old style of a report whenever needed. Which can come in handy if you need to access something not available in the new style. It's...

Custom Data Rules are a great way to create custom error messages that help the user resolve the issue. But did you know you can also embed a custom link into the error message to give them even more assistance? Yep, you sure can and I'll show you how! For this example, imagine I have a Quickbase application to capture sales leads. In this application,...

Relational databases like Quickbase are great and I'm obviously a fan! But... Because there are so many tables and layers of data, sometimes it can be hard to see what you need to see at a glance. Take this relationship for example: Accounts < Opportunities < Activities While looking at a table report of Accounts, I can't see what activities may be past due and...

Being able to select several items from a list is super handy. However, they don't always look that great when printed, emailed, or even viewed on the record. That's where HTML can come to the rescue! HTML can seem a bit daunting, but we only need a little bit to magically transform our Multi-select list into an easy-to-read bullet list. This method can be used...

My inbox has been flooded with requests for this information! Whether it's sales $, hours worked, or customers entered – being able to see cumulative totals month over month can be an invaluable management tool. However traditional Quickbase reports only allow records to be counted once. So if you have a sale in January, it can't also be counted in February (let alone the rest...

A Year-Over-Year (YOY) chart can be critical to making sound business decisions, but you may feel like it's a "why-oh-why is it so hard to build in Quickbase" chart. This type of chart shows a summary of data, such as sales, for several years overlapped on the same timeline so that you can easily compare performance from one year to the next. And I get...

It's not uncommon to have an attachment field included in your Quickbase apps. But what do you do when you need users to upload SPECIFIC file types into that field? The Attachment field does not have options to set what file types are acceptable, so how is this possible? Custom Data Rules + Text Functions!     Custom Data Rules are useful for all sorts of...

Back in the day, one of my responsibilities was to report out on my department's performance over the prior week. The report-out meeting with the SLT (Senior Leadership Team) took place on Monday afternoons. That meant I had to scramble all Monday morning to gather the data from the prior week (through Saturday) to prepare for the meeting. It's no wonder I "had a case...

Remember what it was like to manually balance your checkbook? Thank goodness that is a thing of the past! (unless it is the sort of thing you enjoyed, then keep at it my friend) Even though checkbook registers are a thing of the past, it's still good to know your account's running balance, which is why it's now displayed online. And if your bank is...

Ranking, Ordering, Counting, or Numbering Quickbase records according to your own criteria (and not the Record ID#) is a not-so-easy task. Until now! With the "Size" formula query function, it's possible to do with just one formula. And did I mention, NO relationships are required. For example, you can use the Size function to: Rank records based on how their field value compares to other...

Formula Queries will forever change the way Quickbase builders build apps. Since the dawn of Quickbase time, table-to-table relationships have been required to aggregate data from one table into another – unless you invested in fancy custom code. Consider that a thing of the past! Now, with the 5 functions below and some query writing skills, you can forgo the complicated relationships when listing, counting,...