The QuickBase Team Collaboration Blog

A resource and viewpoint from QuickBase on how online workgroup applications are improving the way we work. We cover advice and tips to help you get the most from QuickBase, relevant broader market trends, and what we are doing at QuickBase.

Quick and Dirty HTML Dashboards in QuickBase

Posted by achakmakjian @ 4:16 pm on October 3, 2008

Tags: , , ,

I’m Armen Chakmakjian and I’m a Manager of Product Development in the Platform as a Service Group (PaaSG) here at Intuit.  For the last year I have managed development work for Intuit QuickBase and parts of the new Intuit Partner Platform (which is in beta…check it out it is really cool).

My office and my monitor displaying my dashboard

My office and my html dashboard

The thing I want to write about here seems kinda simple to some and probably will open new vistas of possibilities for others.  Quickbase is such a cool tool to map a process to data as well as sharing information.   And it is really flexible, which is how I got myself to the point of sharing my little widget with you.

What I’ve done here is create a quick and dirty dashboard using html iframes and tables and QuickBase reports.  The reason I thought I’d share this is that it’s quite a simple feature and it allows me to create a live dashboard that I can share with others as they pass by my office.

In this particular case I’m sharing two charts with my colleagues.  One chart shows the issues based on priority that are open or in progress now and the other the issues that have been checked in and are ready for quality assurance to test.   The exciting part is that we can literally watch the columns go up and down as people are fixing things or finishing testing (and sometime finding new things).

Charts make a dramatic view, but you can use quickbase summary reports for the same effect.   And though you can write some sophisticated front end GUI’s that talk to an app through QuickBase’s HTTP API, this is quick and dirty, pretty manageable by anyone who manages a QuickBase of their own or has privs to add pages to a QuickBase app.

Basically if you can see the customize link at the upper left when looking at your QuickBase app, click that and then click “application” then chose the “pages” tab.  You’ll see a link to “create a new page”, click that and when it asks you what type, select “text page”.   Then you see a list of pages and yours will be at the bottom.   Click the edit link.

Now an editor appears.    Now I’m going to show you the trick.    In that box put the following code

<meta http-equiv=”refresh” content=”30″>

<html>

<Body>

<font size=24> My Awesome Team’s Stats (updated every 30 second)</font>

<table border=”1″>

<table>

<tr>

<td> <iframe src= “https://www.quickbase.com/db/XXXXXXXX?a=q&qid=YYY” width = 800 height = 800> </iframe>

<td> <iframe src= “https://www.quickbase.com/db/XXXXXXXX?a=q&qid=ZZZ”  width = 800 height = 800></iframe>

</tr>

</table>

</body>

</html>

In this example you need to replace the URL after each “src=” with the URL of each of your chart report.    The cute thing here is that you can add rows and columns in html relatively quickly to this if you want to experiment.  For example you can have smaller summary reports displayed in 200×200 boxes all side by side if you want more data and less charts.  The meta line at the beginning is the key to the whole thing because this brings the dashboard to life.  Every 30 seconds the screen gets refreshed, meaning the data is fetched and updated all the time.

Oh, yeah, the way to display it:  Once you’re done editing, click “save and done”.  You’ll be back at the list of pages.  To the right of the one you just created, there is a “more” button.  Hit that and select “preview”.  Voi la! a window pops up with your chart refreshing every 30 seconds (you can save the url from this window and put it on your app dashboard or bookmark it in your browser).  Now you can do like I did: I turn my second monitor around and share team stats with everyone walking by, while continuing to work on my primary monitor.

Like I said, simple, quick and useful.   Anyway try it and if you have a more interesting way to display every refreshing charts and tables (using javascript maybe), I’d love to hear about it here.  Good Luck

Web 2.0 Expo NYC - Intuit Connected Services

Posted by Philip Gross @ 3:50 pm on September 19, 2008

Tags: , , ,

It was great talking to folks at the Web 2.0 Expo in New York City. I had some very interesting conversations with many people.

The theme of the booth this time was around Intuit’s ‘connected services’ strategy and direction. More than 4 million small businesses currently use Intuit’s small business products and services, By connecting these people to Intuit services and to each other, the we create positive experiences with easy-to-use offerings. We had four examples of connected services at the booth; Intuit Payroll, Intuit Partner Platform, Intuit QuickBooks Live Community, and of course Intuit QuickBase:

Connecting services to software: Intuit Payroll is a great example where we connect an online service (Payroll), to desktop software (QuickBooks), enhancing the value of both the software and the service. The Intuit Partner Platform (also known as the QuickBase Development Platform) is another great example, where we empower third-party developers to create innovative rich Internet applications that integrate with QuickBooks to solve unmet business needs on the web.

Connecting People to People: Intuit QuickBooks Live Community is a way for our users to ‘tap into over 4 million business brains’, as the sign said. It’s a great example of the value of connecting users, allowing them to share information and solve important problems together.

Connecting customers to Online Services: QuickBase is, of course, a great example of Intuit’s commitment to Software as a Service, for customers that want to work anytime, anywhere.

We were also excited to have four of our partners from the Intuit Partner Platform at the ‘long tail pavilion’ of the show: Advantage Integrated Solutions, Box.net, Count Me In llc., and DreamFactory. All four companies were showing their solutions for the Intuit Partner Platform.

Here are some photos I took at the show, to give you a taste of what it was like…:

Twitter Updates for 2008-09-17

Posted by jmcginnis @ 11:59 pm on September 17, 2008

Twitter Updates for 2008-09-16

Posted by jmcginnis @ 11:59 pm on September 16, 2008

  • It’s official! The Intuit Partner Platform is open to the developers. Read more: http://ping.fm/zgSwP #

Twitter Updates for 2008-09-14

Posted by jmcginnis @ 11:59 pm on September 14, 2008

  • Check out Dreamfactory (http://ping.fm/T2EML). Looks like they’re really starting to promote their new Collaboration Suite that runs on … #

Twitter Updates for 2008-09-12

Posted by jmcginnis @ 11:59 pm on September 12, 2008

  • quickbase will be at web 2.0 nyc (http://ping.fm/p8HuU) sept 16-19. hope to see you all there. #
  • QuickBase is an awesome software as a service company. In a nutshell, QuickBase in an online database that lets you easily create web-ba … #

A Tale of Two Tables (and a Master) – Getting a report containing data from two details tables

Posted by CustomerSupport: ChongLim Kim @ 9:01 am on September 11, 2008

Tags: ,

A few weeks ago, I was asked the following question, edited here for clarity:

 “I have a master table called Contacts. It’s related to a details table called Addresses. The Addresses table has a column called ‘current’. Only one address per contact should be marked current. There’s a third table – Donations. Contacts is a master table for Donations as well.

 What we’d like is a report of all donations, listing contact name, city and state. I’m wondering if I should create a relationship between Donations and Addresses…that does not seem right.”

So, graphically, what we have are the relationships
 Contacts ∈ Addresses
 Contacts ∈ Donations

You probably know we need to create a report in the Donations table; but how to access the address information in another (sort of related) details table?

Ultimately, in a Step 2, we need to have the one current address record’s information (from out of all the related records in the Addresses details table) to be represented in the Contacts master record. That will then enable us to create Lookup fields in the Donations details table, and hence to create the report in the Donations table.

Step 1. The way to represent text data in the Contacts table from the Addresses table is to create a new relationship in the ‘opposite direction’, in which the Addresses table is a master table to the Contacts table, which then acts as a details table. But, how would the contact record find the one correct address record to become its master?

 1.1  From the original
  Contacts (master) ∈ Addresses (details)
relationship, create a Summary field in the Contacts master table. Select, say, the “Maximum” summary function (in this particular example, other summary functions such as “Total” or “Minimum” would work as well) for the [Record ID#] field in the Addresses table, but only for address records whose [current] field is checked. Do this by setting that condition as the “Matching Criteria” for the Summary field.

 1.2  Create a new relationship in which
  Addresses (master) ∈ Contacts (details)
For this relationship, make the above Summary field in the Contacts table the Reference field to the Addresses table’s [Record ID#] key field.

 1.3  Finally, in the new relationship of step 1.2, create Lookup fields in the Contacts table for data in the Addresses table that you’d like to be represented in the Contacts table.

Now we can proceed with Step 2.

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