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QuickBase Release Notes: July 12, 2015

This document describes our July 12, 2015 QuickBase release.

Do you have an idea for improving QuickBase?  You can share your suggestions by either clicking the orange feedback tab on the My Apps page, or visiting the Customer Feedback for Intuit QuickBase forum (http://quickbase.uservoice.com).

What's New in QuickBase?

This section describes the changes that appear in QuickBase for the July release.  

Connect to other cloud apps using QuickBase Sync

QuickBase Sync, our new integration feature, enables you to connect to other cloud apps and services with just a few clicks and start syncing your data automatically. Now you can integrate QuickBase with popular cloud apps – without writing code.

Choose the fields you want to connect to your QuickBase app and create a new table of connected data from cloud apps like Salesforce.com, QuickBooks Online, and more. You can refresh your connected data automatically, based on a schedule that you set. You can also refresh your connected data manually, any time you choose.

Connecting other cloud apps to your QuickBase apps saves time, eliminates duplicate data entry, and provides insight across your business. With all of your data in QuickBase, you can use our interactive reporting, permission controls, workflow tracking, and easy customization to improve your workflows and gain new insight. You can even use new QuickBase chart types, like bubble, funnel, gauge, and more to visualize your combined data! When your business rules or data changes, you can modify your QuickBase integration without writing a single line of code.

For example, you might calculate project return on investment (ROI) by connecting QuickBooks Online Invoices & Expenses to projects you manage in QuickBase, or track programs and campaigns more efficiently by connecting your Salesforce.com Contacts with marketing programs that you manage in QuickBase.

QuickBase home page with data from connected tables

Currently, you can connect to the following services:

Bill.com, Intacct, Netsuite, QuickBase, QuickBooks Online, salesforce.com, Zendesk, Zuora

QuickBase Sync is free to customers on our Premier, Platform and Unlimited plans.

To get more information about QuickBase Sync:

Enjoy five new chart types

Ready to start visualizing your data in a whole way? We’re happy to announce the following new chart types, as well as a number of enhancements to existing charts. Like all QuickBase charts, these new chart types are interactive and work with dynamic filters. The new charts are also mobile-ready.

  • Bubble
    Use a bubble chart to visualize three dimensions of data on a single chart. You can select a field that determines the size of the bubble. Bubbles vary in size according to the values in this field.

    bubble chart example

  • Funnel
    Use a funnel chart to display progress through any process, for example, a sales pipeline or project development cycle.

  • Gauge
    Use a gauge chart to measure performance against a goal that you set, like number of sales opportunities or total annual sales.

  • Line and bar
    Use a line and bar chart to easily distinguish between line value and bar values. This is a quick way to visually compare data sets that have different value ranges, like project cost in the millions and project hours in the thousands.

  • Scatter
    Use a scatter chart to show correlations and relationships within your data. Scatter charts make it easy to visualize how one data set (the x axis) affects the resulting data set (the y axis).

    

Get all the details

Take a look at the Release Notes PDF for more details on these new features, other enhancements to QuickBase, and issues fixed in this release.

 

Comments

Bubble Charts

Is there a way for this functionality to be available on Map reports as well; e.g., the Map Pin can be a different color based on a specific criteria/field.

Hi Heidi,We appreciate and

Hi Heidi,


We appreciate and value all customer input, and in order to make sure your request is heard, we'd like you to submit it through the best channel.  At this time, all enhancement requests go through User Voice.  User Voice allows users to submit their QuickBase new feature requests, as well as vote on previously submitted ideas by other users.

You can access User Voice from your 'My Apps' page, and then clicking the orange feedback button from the left hand side of the screen.  


Let me know if you have any questions!

Brian

Intuit QuickBase

Top Voted Items

I'm with you Steve,

More Graphs.. again?? I don't see one top voted request for this functionality in User Voice.

Please address what we all really want -- indicated in the Uservoice.
https://quickbase.uservoice.com/forums/111823-quickbase-product-feedback...

Scatter Chart

Hey - 

Will the scatter plot come with the ability to chart trendlines if so, to what polynomial ?

-NP

not yet...

Hi Nicholas --

The scatter chart doesn't yet allow a trend line. 

Regards,

--S.

QB Release - 07/18

New charts - thank you! I find that my team relies heavily on the charts in QB. These new charts will move QB forward in data analysis to a new level. Thank you for these.

printed report column headings

It's great to see that we're getting more variety in charts. However, why is it that we can still not print a simple list report that spans multiple page and have column headings at the top of each page? Quickbase is a great tool, but this is one of the primary reasons (along with the unfair licensing change a year or so ago) that is driving us hard and fast away from Quickbase. 

try Firefox or IE?

Hi Steven --

I do know that we have recently released some fixes that should allow your table reports to print with headings on each page. The problem lies with the Chrome and Safari browsers, which have bugs that don't allow this behavior. Please try printing your report while signed in to QuickBase on Firefox or Internet Explorer, and let us know if you're still seeing the problem.

Hope this helps,

--S.

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