So… what do you think?

OK, so, I can’t help but ask… have you used the new features? If so, what do you think? If not, why not?

I think the most comments have been on Cross-Application relationships. Just had an interesting call this morning with someone talking about when to use the Cross-Application Relationships feature and when to use Import from Table. He was looking for consolidated reporting between two similar (but distinct) applications. Quickly… think of it as wanting to report on products from division A and division B, where they each sell different products. He could either have a QuickBase "product" application that was related to his Division A application and his Division B application, then do summaries for executives from the product application. Or he could use Import from Table whenever he needed the reporting done. Either way worked for his situation, so it depended on how he wanted to manage it… managing relationships or managing an import. I think he’s going to start with the relationships and see how that goes.

I haven’t heard many comments on Cross-Tab Views, which surprises me. They were requested often, so fill us in with your stories. Is it what you wanted/expected?

And, we do have our first "for Corporations" customers up and running. One we got going in less than two days! And we’ve have a line of customers "fixing to start" (as we say in Arkansas!), as we work together to get hooked into their Directory Servers.

We’ve gotten some positive and helpful feedback so far, but we always want more, so please fill us in when you get a chance.

Hope you all had great holiday, and we look forward to working with you to define the next release!

  • Mark Shnier

    This may not be what you were hoping to hear, but I miss having the Search box on the main screen, and suggest that most users would go their whole life and never get an alert. I’d like to see Alerts hidden away until they are “Active” and wanting attention.

    That would free up some valuable first screen real estate for that Search feature.

    Despite my best efforts, most of my users don’t “Organize” their applications, so the do use that Search Box.

    I do like the concept of the cross applications tables (mainly for sharing common lists like employees) but have not retrofitted any applications as yet to take advantage of that.

    I think that the password expiry feature should have been put in as part of the basic offering, and not just the upgraded version. I can see how the LDAP (not sure of those initals) feature makes sense as an upgrade, but plain vanilla password expiry rules should, imho, been kept with the base package.

    I have a few apps where I can use Cross tabs to shorten up my subtotals lists so they use the screen space better across the width. Since they are still limited to 3 levels of “group by’s”, I did not feel it was worth my effort to retrofit the Views that I had already built – which were “group By” views at the Summary level only. Unfortunately, you cannot switch an existing Table View View (using Summary Only options) to be a “Summary View” which supports the cross tabs. So when I found that I would have to recreate my Views, and they still were limited to the three levels of Group By’s, I decided to just use them going forward. i guess that I was hoping that we could have one Field going across the page, but have then more than 2 levels of Group By’s going down the page.

    I do plan to explore the new Corporate features, like Branding, and would like to understnd those capabilities better. I have not looked, but is there Help text posted for that?

    Mark

    [Reply]

  • Mark Shnier

    This may not be what you were hoping to hear, but I miss having the Search box on the main screen, and suggest that most users would go their whole life and never get an alert. I’d like to see Alerts hidden away until they are “Active” and wanting attention.

    That would free up some valuable first screen real estate for that Search feature.

    Despite my best efforts, most of my users don’t “Organize” their applications, so the do use that Search Box.

    I do like the concept of the cross applications tables (mainly for sharing common lists like employees) but have not retrofitted any applications as yet to take advantage of that.

    I think that the password expiry feature should have been put in as part of the basic offering, and not just the upgraded version. I can see how the LDAP (not sure of those initals) feature makes sense as an upgrade, but plain vanilla password expiry rules should, imho, been kept with the base package.

    I have a few apps where I can use Cross tabs to shorten up my subtotals lists so they use the screen space better across the width. Since they are still limited to 3 levels of “group by’s”, I did not feel it was worth my effort to retrofit the Views that I had already built – which were “group By” views at the Summary level only. Unfortunately, you cannot switch an existing Table View View (using Summary Only options) to be a “Summary View” which supports the cross tabs. So when I found that I would have to recreate my Views, and they still were limited to the three levels of Group By’s, I decided to just use them going forward. i guess that I was hoping that we could have one Field going across the page, but have then more than 2 levels of Group By’s going down the page.

    I do plan to explore the new Corporate features, like Branding, and would like to understnd those capabilities better. I have not looked, but is there Help text posted for that?

    Mark

    [Reply]

  • Jeff Kruczynski

    I had created some custom XSL pivot tables but really like having the built-in Crosstab views; it makes it much easier to create the view for our users & not worry about who will be able to maintain the view later. The main difficulty I’ve had using the Crosstabs is the inability to specify the sort order for the columns or rows–most of the column headings are weeks and it would be more helpful to have them sorted in descending order. Other than that, they’re great!

    [Reply]

  • Jeff Kruczynski

    I had created some custom XSL pivot tables but really like having the built-in Crosstab views; it makes it much easier to create the view for our users & not worry about who will be able to maintain the view later. The main difficulty I’ve had using the Crosstabs is the inability to specify the sort order for the columns or rows–most of the column headings are weeks and it would be more helpful to have them sorted in descending order. Other than that, they’re great!

    [Reply]

  • http://www.quickbase.com/ Jana Eggers

    Hey, Mark, you know us, we do want to hear the truth. This is what we consider both your and Jeff’s great feedback… constructive and specific… can’t get much more action oriented than that!

    We are working more on the My QuickBase page, expect more changes there, so keep more feedback coming on that area. It is becoming more and more important as companies adopt more and more applications. Did you know top accounts are at over 60 apps? I know you have more, but that’s grown a great deal just over the last 9 months.

    Regarding the password expiry, I understand your point, but the problem we ran into is that any of these features could be “on-offs” in the base package. To some people for example it isn’t the expiry that’s important but the password length, to others it is the special characters. Everyone has their own “set” of requirements. I’m not saying that this will never change, but for now, we felt that the offering was best as a complete package of tools in that area.

    Regarding the cross tabs in particular, got it on the first point, and on your point too Jeff. Thanks! I’m a little confused by your last point, Mark. We’ll contact you to make sure we understand.

    Looking forward to your feedback on the other features when you get into them. We’ll contact you about the “for Corporations” features specifically. We are working on getting the first set of folks settled into this to gain experience now that we are live with it.

    Again, thanks to you both. Keep the feedback coming!

    [Reply]

  • http://www.quickbase.com Jana Eggers

    Hey, Mark, you know us, we do want to hear the truth. This is what we consider both your and Jeff’s great feedback… constructive and specific… can’t get much more action oriented than that!

    We are working more on the My QuickBase page, expect more changes there, so keep more feedback coming on that area. It is becoming more and more important as companies adopt more and more applications. Did you know top accounts are at over 60 apps? I know you have more, but that’s grown a great deal just over the last 9 months.

    Regarding the password expiry, I understand your point, but the problem we ran into is that any of these features could be “on-offs” in the base package. To some people for example it isn’t the expiry that’s important but the password length, to others it is the special characters. Everyone has their own “set” of requirements. I’m not saying that this will never change, but for now, we felt that the offering was best as a complete package of tools in that area.

    Regarding the cross tabs in particular, got it on the first point, and on your point too Jeff. Thanks! I’m a little confused by your last point, Mark. We’ll contact you to make sure we understand.

    Looking forward to your feedback on the other features when you get into them. We’ll contact you about the “for Corporations” features specifically. We are working on getting the first set of folks settled into this to gain experience now that we are live with it.

    Again, thanks to you both. Keep the feedback coming!

    [Reply]

  • Anthony Rivera

    I’ve already begun using the Cross tabs and they are great. The only thing that I don’t understand is how they are sorted. I created a formula to represent the month the record occured in so I could break down info by employee and month. Unfortunately the months aren’t in order. I see 10 then 11 then 9. There doesn’t seem a way to sort these and this may cause confusion for those using the report.

    Is sorting of cross tabs something you are considering in a future release?

    [Reply]

  • Anthony Rivera

    I’ve already begun using the Cross tabs and they are great. The only thing that I don’t understand is how they are sorted. I created a formula to represent the month the record occured in so I could break down info by employee and month. Unfortunately the months aren’t in order. I see 10 then 11 then 9. There doesn’t seem a way to sort these and this may cause confusion for those using the report.

    Is sorting of cross tabs something you are considering in a future release?

    [Reply]

  • Mark Shnier

    I had occasion to make use of Cross Tabs this weekend. Actually, they worked quite nicely in presenting the data in a more compact form which was more informative to the user, as opposed to having essentially the same subtotals listed vertically down the page (as they would have been with normal Summary Totals). It is easier to draw inferences from the data when presenting in Cross-Tab layout, as in my case it was a Summary of “Low Margin Sales” where we are looking for pockets of problem areas.

    It would be nice to be able to control the sort, like normal Summary Views, and also it would be nice to have the field headings “float” so that they do not roll off the page. (Similar functionality that exists when you look at a normal Main Table view).

    As an aside, it is an interesting application that we dump our sales into each month (extracted form our main AS/400)computer system, and use QuickBase as a giant fishing trawler net to identify “Low Margin Sales” (as defined by a pretty neat table of what the definition of “low margin” is), and summarize them by Branch and Product type – so that we can assign internal responsibility for addressing the margin leakage. We throw about 30,000 records into it each month and about 5% of them are at suspiciously low margins. We have our Sales managers (with the assistance of their sales admin support staff) either commit to raising the prices to those customers, or negotiate with Head Office product Managers for a lowering of the margin threshold required for that Customer / Product category. (i.e. change the size of holes in the the fishing net)

    QuickBase does an amazing job of letting our users drill from a Dollar summary level (I total up the $ shortfall from the minimum GP% allowed, and they drill into the big $ margin shortfall pockets) down through the pockets of problem areas into the detail of the sales transaction.

    Mark

    [Reply]

  • Mark Shnier

    I had occasion to make use of Cross Tabs this weekend. Actually, they worked quite nicely in presenting the data in a more compact form which was more informative to the user, as opposed to having essentially the same subtotals listed vertically down the page (as they would have been with normal Summary Totals). It is easier to draw inferences from the data when presenting in Cross-Tab layout, as in my case it was a Summary of “Low Margin Sales” where we are looking for pockets of problem areas.

    It would be nice to be able to control the sort, like normal Summary Views, and also it would be nice to have the field headings “float” so that they do not roll off the page. (Similar functionality that exists when you look at a normal Main Table view).

    As an aside, it is an interesting application that we dump our sales into each month (extracted form our main AS/400)computer system, and use QuickBase as a giant fishing trawler net to identify “Low Margin Sales” (as defined by a pretty neat table of what the definition of “low margin” is), and summarize them by Branch and Product type – so that we can assign internal responsibility for addressing the margin leakage. We throw about 30,000 records into it each month and about 5% of them are at suspiciously low margins. We have our Sales managers (with the assistance of their sales admin support staff) either commit to raising the prices to those customers, or negotiate with Head Office product Managers for a lowering of the margin threshold required for that Customer / Product category. (i.e. change the size of holes in the the fishing net)

    QuickBase does an amazing job of letting our users drill from a Dollar summary level (I total up the $ shortfall from the minimum GP% allowed, and they drill into the big $ margin shortfall pockets) down through the pockets of problem areas into the detail of the sales transaction.

    Mark

    [Reply]

  • Liquid

    How can this framework be global when it only supports Single Byte? We expect everyone to read/write/speak English?

    [Reply]

  • Liquid

    How can this framework be global when it only supports Single Byte? We expect everyone to read/write/speak English?

    [Reply]