Quick Base offers so many options that the process of getting your data into a chart varies, depending upon how you've structured your Quick Base and what kind of chart you want to make.
Choose a table from the Table bar.
Click REPORTS & CHARTS to open the reports panel, then click + New in the reports panel.
In the dialog, select Chart and click Create.
Select a chart type.
Within the Chart Details section, click the dropdown to select a type of chart. Quick Base offers a variety of chart types, each of which is designed to convey a specific type of information. For help choosing one, read about chart types.
Tell Quick Base what records to include.
If you want your chart to show only a certain kind of record or only records that meet specific conditions, you can tell Quick Base so in the report Builder's Filters section. For example, maybe you only want to show sales figures for a specific period of time, like the last quarter. Or maybe you'd only like to see sales of "widgets" and not your other products. To make choices like this, go to the Filters section and select the Filter records radio button. Then make the selections you want. (Read how.)
Fill the chart with data.
Quick Base needs to know what information you want the chart to show. The program offers different options depending on what chart type you chose. Read how to:
Set data labels.
The graphic nature of charts really helps viewers understand your data. But additional text never hurts. Use the Chart Details section to let people know the actual numbers and values that a bar or pie wedge represents. To add helpful text to your chart, turn on the Data labels always visible checkbox. Quick Base displays a dropdown you can use to select a labeling mode:
Value. If you want to show the actual value (reflected in the y-axis) for an item, choose this option. For example, perhaps there were 3 banjos sold in March.
Percent of Series. Shows what portion each bar or point on a line contributes to the total. If you have a bar chart and it's broken into a series, the percentage shows what portion each bar contributes to the total of like items (all bars that are the same color).
Percent. Pie and funnel charts let you show what percent of the whole each wedge represents.
Value and Name. Pie and funnel charts let you show the value (the actual number) along with the name of the item (like Banjos, for instance.)
Percent and Name. Pie and funnel charts let you label each wedge and show what percent of the whole each represents.
Note: This control does not appear on gauge charts.
Tip: If you're a Quick Base formula maven, you can create a special formula field for the chart report. This formula could use other fields to calculate a special value in your chart, or help you set matching criteria. To add a formula field, go to the Options section and select Define a calculated column. (Read more about using formulas in a report.)
Preview the chart and make edits, if necessary.
Click Display to view the results of your modifications. If you don't like the results, click at the top of the page to return to the Report Builder.
Note: When the chart displays, no report name is shown. Don't worry about that right now. Later, when you save the report, you'll name it.
Save the report. To do so, you will need to supply a name for the report, and whether you're saving the report as Personal (only you can view it) or Common (others can view it). Optionally, you can also assign the report to a group.
If you've displayed the report, you can save without returning to the Report Builder. To do so, go to the prompt by the report title and click Save as.
To display and save at the same time from within the Report Builder, click Save.
About saving Common reports:
You can only save a common report if the manager of the application has granted you permission to do so.
When you save a common report, you don't need to allow absolutely everyone access to it. Quick Base prompts you to select the roles that should see it. To share with all application users, select All Roles. (An Application Manager can change which reports a particular role can access at any time. To learn how, see Specifying which reports a user can access.)
To help others understand what your report shows, type in a description. If you want the description to display above the report, turn on the Show description on report page checkbox.
When you click a segment of a chart, Quick Base uses the default report to show those details by default. You can also specify which report to display.
Edit the report.
Scroll to the Drilldown Report section near the bottom of the page.
Choose an option from the Drilldown behavior dropdown:
Default report – Use the default report to show details. This option is chosen by default for all new summary and chart reports.
None – This option will disable clicking through to show details.
a report name – Use the specified report to show details. On drilldown, this report is further filtered to show only records included in the chart segment you clicked.
Save your changes by clicking Save in the page bar.
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