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Quick Base Project
654654
Brooklyn, NY
Jill Jackson
04-15-2019
04-22-2019
In this section we are generating an Excel document with one sheet
On the top of the sheet you can see project information and below you can see the expenses subtable
04-07-2019 10:20 AM
Expense Sheet
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Misc Exp
Entertainment
Exp
 
05-22-2018 M1899 Beverly Gordon $75.00 $100.00 $150.00 $75.00 $150.00 $424.00 $245.00
05-23-2018 M1899 Charles Young $200.00 $200.00 $75.00 $85.00 $75.00 $369.00 $200.00
05-24-2018 M1899 Christine Gomez $75.00 $200.00 $63.00 $150.00 $42.00 $63.00 $420.00
05-25-2018 H12900 Cynthia Bennett $75.00 $150.00 $200.00 $63.00 $152.00 $200.00 $130.00
TOT       $425.00 $650.00 $488.00 $373.00 $419.00 $1056.00 $995.00
In this example you can use different sheet for different subtables
We are also showing euipment image in second sheet for per equipment
04-07-2019 10:20 AM
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Misc Exp
Entertainment
Exp
 
05-22-2018 M1899 Beverly Gordon $75.00 $100.00 $150.00 $75.00 $150.00 $424.00 $245.00
05-23-2018 M1899 Charles Young $200.00 $200.00 $75.00 $85.00 $75.00 $369.00 $200.00
05-24-2018 M1899 Christine Gomez $75.00 $200.00 $63.00 $150.00 $42.00 $63.00 $420.00
05-25-2018 H12900 Cynthia Bennett $75.00 $150.00 $200.00 $63.00 $152.00 $200.00 $130.00
TOT       $425.00 $650.00 $488.00 $373.00 $419.00 $1056.00 $995.00
 
Equipment ID
Item Name
Quantity
Unit Price
Total Cost
to Bill
Image
 
IN0017 Item 17 3 $97.00 $291.00
IN0014 Item 14 4 $42.00 $168.00
IN0005 Item 5 5 $75.00 $375.00
IN0001 Item 1 4 $51.00 $204.00
IN0025 Item 25 2 $14.00 $28.00
IN0024 Item 24 1 $75.00 $75.00
IN0012 Item 12 3 $18.00 $54.00
TOT     22 $372.00 $1195.00  
 
Date Created
Project Name
Project Number
Project Summary FA
 
No documents found
In this example we are skipping 2 rows for each subtable.
We are splitting one subtable record into three rows.
For one employee record we have three subtables
Subtable 1 is displaying employee's name and their double time hours
Subtable 2 is displaying time and half hours for that employee
Subtable 3 is displaying employee's standard time
04-03-2019 02:16 PM
 
Employee Name
Total Regular
Hours Day 1
Total Regular
Hours Day 2
Total Regular
Hours Day 3
Total Regular
Hours Day 4
Total Regular
Hours Day 5
Total Regular
Hours Day 6
Total Regular
Hours Day 7
Total 1.5
Time Hours
Day 1
Total 1.5
Time Hours
Day 2
Total 1.5
Time Hours
Day 3
Total 1.5
Time Hours
Day 4
Total 1.5
Time Hours
Day 5
Total 1.5
Time Hours
Day 6
Total 1.5
Time Hours
Day 7
Total Double
Time Day 1
Total Double
Time Day 2
Total Double
Time Day 3
Total Double
Time Day 4
Total Double
Time Day 5
Total Double
Time Day 6
Total Double
Time Day 7
Total Regular
Hours
for Week
Total †1.5
TimeHours
for Week
Total Double
Hours
for Week
 
Beverly Gordon 17 17 17 11 0 0 16 0 0 0 0 0 0 0 0 0 0 0 13 18 0 78 0 31
Charles Young 15 14 15 17 0 0 18 0 0 0 0 0 0 0 0 0 0 0 12 18 0 79 0 30
Christine Gomez 12 18 7 17 0 0 13 0 0 0 0 0 0 0 0 0 0 0 10 13 0 67 0 23
Cynthia Bennett 18 0 18 15 0 0 10 0 0 0 0 0 0 0 0 0 0 0 10 12 0 61 0 22
TOT   62 49 57 60 0 0 57 0 0 0 0 0 0 0 0 0 0 0 45 61 0 285 0 106
In this example we are showing multiple subtables on one Excel sheet.
04-09-2019 11:02 AM
Project Details
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Misc Exp
Entertainment
Exp
 
05-22-2018 M1899 Beverly Gordon $75.00 $100.00 $150.00 $75.00 $150.00 $424.00 $245.00
05-23-2018 M1899 Charles Young $200.00 $200.00 $75.00 $85.00 $75.00 $369.00 $200.00
05-24-2018 M1899 Christine Gomez $75.00 $200.00 $63.00 $150.00 $42.00 $63.00 $420.00
05-25-2018 H12900 Cynthia Bennett $75.00 $150.00 $200.00 $63.00 $152.00 $200.00 $130.00
TOT       $425.00 $650.00 $488.00 $373.00 $419.00 $1056.00 $995.00
 
Related
Employee
Employee Name
Total Regular
Hours
for Week
Total †1.5
TimeHours
for Week
Total Double
Hours
for Week
 
4 Beverly Gordon 78 0 31
8 Charles Young 79 0 30
2 Christine Gomez 67 0 23
7 Cynthia Bennett 61 0 22
TOT     285 0 106
 
Equipment ID
Item Name
Quantity
Unit Price
Total Cost
to Bill
 
IN0017 Item 17 3 $97.00 $291.00
IN0014 Item 14 4 $42.00 $168.00
IN0005 Item 5 5 $75.00 $375.00
IN0001 Item 1 4 $51.00 $204.00
IN0025 Item 25 2 $14.00 $28.00
IN0024 Item 24 1 $75.00 $75.00
IN0012 Item 12 3 $18.00 $54.00
TOT     22 $372.00 $1195.00
In this section we are running XL Docs Batch
We are generating below documents for every project record in table
We are storing each document to its own file attachment field in the record
At the end of the process we creating workbook and in each sheet you can see details or weekly time sheet for each project.
lakshmak@juicedtech.com 12-10-2018 09:07 AM 12-10-2018 09:07 AM
clientid=Q2 appid=bj446yrpq dbid=bneztjaka tpdbid=bj447itad tpid=17 fn=XL_EXP msid=5 faid=146 xlddte=188 docfmt=xlsx apptoken=dj75rihdn9i2phb9fke8w4hxuqp

To Demo Graphs and Charts Please click the link below
Demo Graphs and Charts using XL Docs

Created on Jan. 25, 2018 at  4:14 PM (EST). Last updated by qbtools on April  9 at 11:02 AM (EDT). Owned by qbtools.
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When you bring additional fields into a conversion, Quick Base often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quick Base finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quick Base needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

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