KPI home page widget
Intermediate
Reports & Home pages
Ryan Murray (Staff App Developer)


Add a nicely styled KPI widget to a dashboard using a Rich Text formula field placed on a special form. This one is a bit more complicated. You should have a grasp of relationships, lookups and summary fields to handle most use cases.

For some data that you are looking to show, you might need to add a "Stats table" to your app. Tip for that can be found here:
https://demo.quickbase.com/db/bpj7nsk6n?a=dr&rid=58&rl=pcq
Below are the steps for a KPI that should summary info. You can use these KPI widgets with lot's of things - this is just one example.

1. Create a Summary field of the field you'd like to show in a KPI. (For Example: Total number of Engagements for the last 30 days)

2. Create a new "Formula - Rich Text" field on the parent table to the data you'd like to summarize.

3. Copy/paste the code on the right into your new Formula field:

4.Create a new form on the same table as the Formula field and add only add this formula field. In the Form Properties, UNCHECK all of these options:  Show built-in fields, Show Save & close and Cancel buttons at the end of this form, Show save & keep working choice.

5. Click the checkbox for "Use alternate text label" but leave the label area blank.

6. Preview the form

7. Copy the previewed form URL  (in the small browser window that Quick Base pops up)

8. On the Home page you'd like to show this KPI, create a new Webpage widget.

9. Paste the URL of the form you copied in step 7, into the URL of this widget.

10. Save you Home page edits
var text stat = If ([YOUR_FIELDNAME] <> 0, ToFormattedText([YOUR_FIELDNAME], "comma_dot"), "TBD");


"<div style=\"color:#74489D;font-size:500%;font-weight:bold;\"align=\"center\">"& $stat &"</div>"&
"<div style=\"color:#gray;font-size:200%;font-weight:bold;\"align=\"center\">LABEL YOUR KPI</div>"


Comments or feedback on this tip?
Created on June  3, 2019 at 10:21 AM (EDT). Last updated by Sawyer, Lisa (deactivated) on April 16, 2021 at  5:30 PM (EDT). Owned by Sawyer, Lisa (deactivated).
Lisa Sawyer
Lisa Sawyer
Show fields from Show fields from Show fields from a related table
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Reports and Charts Panel
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When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.