Building a stats table
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Building apps
Lisa Sawyer (User Experience Manager)


Building a KPI widget dashboard might require a stats table depending on the data you'd like to display. 

The KPI widget tip:
https://demo.quickbase.com/db/bpj7nsk6n?a=dr&rid=46&rl=pcn
1. Create a new table in your app. No fields are needed besides the built in ones for now.
2. Create a relationship to the table or tables that you'd like to rollup data about. 

For example - if you'd like to see a KPI on the number of your customers - this new stats table would be the parent to that Customers table. Any existing child of that Customers table would automatically be available to add data to your stats table.

3. To get the number of Customers, for example, add a summary field on your stats table that gets the total of related customers.

Continuing with this example:
4. Add one new record in your Stats table. No data or fields are needed.
5. In your Customers table, if you have existing records, link them all to this new record in your Stats table. An easy way to do this is to up a report with the reference field for that relationship and enter the record ID for that new Stats record into that field for all existing records.
6. To handle new records, in the field properties for the reference field add the record ID as the default value for that one stats table record.
7. Once you are done building, hide this Stats table from the table bar.

TIP: This one Stats table can handle all stats in your app. As long as it's the parent table. Just add another record to grab stats from other tables.


Comments or feedback on this tip?
Created on May  8, 2020 at  2:04 PM (EDT). Last updated by Sawyer, Lisa (deactivated) on April 16, 2021 at  5:29 PM (EDT). Owned by Sawyer, Lisa (deactivated).
Lisa Sawyer
Lisa Sawyer
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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.