QuickBase offers so many options that the process of getting your data into a chart varies, depending upon how you've structured your QuickBase and what kind of chart you want to make.
To create a chart:
Open the QuickBase Report Builder.
You can do so in one of the following ways:
In the menu bar on any application page, select Customize > Create a new > Report. Then select the table whose records you want to view.
In the table bar on any application page, click the name of the table that you want to create a report for and within the menu that appears, select Create a New report.
In the Report Type section, select Chart.
The Report Builder displays charting options.
Tell QuickBase 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 QuickBase so in
the report Builder's Filtering 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 Filtering section and select
the Only records that meet certain criteria radio button.
Then make the selections you want. (Read how.)
Select a chart type.
Within the Chart Type section, click the dropdown
to select a format. QuickBase 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.
Fill the chart with data.
QuickBase needs to know what information you want the chart to show.
The program offers different options depending on what chart type
you chose in Step 4. Read how to:
Set Data Labels.
The graphic nature of charts really helps viewers understand your data. But additional text never hurts. Use the Data Labels 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. QuickBase 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 charts let you show what percent of the whole each wedge represents.
Value and Name. Pie charts let you show the value (the actual number) along with the name of the item (like Banjos, for instance.)
Percent and Name. Pie charts let you label each wedge and show what percent of the whole each represents.
Tip: If you're a QuickBase 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 Additional Options section and select Custom options. (Read more about using formulas in a report.)
Preview the chart and make edits, if necessary.
To see what your chart looks like, click the Display button. If you don't like what you see, To make further changes, click the Customize this Report link on the upper right of the page. QuickBase returns you to the Report Builder where you make changes. To see the chart again, click Display. You can go back and forth, previewing and editing many times like this, until you have the chart looking perfect.
Note: When you preview, the report displays as "Untitled" and the heading isn't editable. Don't worry about that right now. Later, when you save the report, you'll name it and that name will appear here instead
Save and/or display the report.
If you've displayed the report, you can save without returning to the report builder. To do so, go to the New report menu above the report (shaded in gray) and click Save.
To save the report in the Report Builder, click Save. Then type in a name for the report and tell QuickBase if you're saving a Personal report (which will be available only to you) or a Shared report (which other users of the application can access).
To display and save at the same time from within the Report Builder, click Save & Display. QuickBase prompts you to name the report. Also tell QuickBase if you're saving a Personal report (which will be available only to you) or a Shared report (which other users of the application can access).
About Saving Shared reports:
You can only save a shared report if the manager of the application
has granted you permission to do so. When you save a shared report,
you don't need to share it with absolutely everyone. QuickBase 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 when
displaying report checkbox.