Click each tab on this form to VIEW and/or DEMO the various features of XL Docs
XL Docs Test Project test
321323
Ronkonkoma, NY
John Smith
07-12-2019
07-19-2019
05-26-2022 10:28 AM
Expense Sheet
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Entertainment
Exp
Misc Exp
 
05-22-2021 H12900 Dana Wilkenson $200.00 $200.00 $150.00 $225.00 $16.00 $63.00 $55.00
05-23-2021 H12900 Edward Thompson $300.00 $150.00 $225.00 $200.00 $0.00 $59.00 $26.00
05-24-2021 T10894 Evelyn Morales $150.00 $300.00 $300.00 $150.00 $45.00 $63.00 $75.00
05-25-2021 M1899 Jim Johnson $200.00 $225.00 $225.00 $225.00 $12.00 $122.00 $62.00
05-26-2021 M1899 Joseph Wallace $200.00 $150.00 $300.00 $150.00 $25.00 $75.00 $75.00
08-02-2021 T10894 Edward Thompson $100.00 $120.00 $20.00 $50.00 $50.00 $75.00 $60.00
08-03-2021 H12900 Edward Thompson $60.00 $75.00 $150.00 $100.00 $100.00 $120.00 $120.00
08-03-2021 T10894 Edward Thompson $75.00 $56.00 $15.00 $120.00 $100.00 $100.00 $150.00
08-16-2021 H12900 Dana Wilkenson $200.00 $150.00 $230.00 $152.00 $120.00 $120.00 $100.00
10-10-2021 T10894 Edward Thompson $65.00 $565.00 $2.00 $656.00 $48.00 $3659.00 $23.00
11-01-2021 T10894 Edward Thompson $750.00 $350.00 $75.00 $800.00 $75.00 $2500.00 $250.00
TOT       $2300.00 $2341.00 $1692.00 $2828.00 $591.00 $6956.00 $996.00
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
Expense Sheet
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Entertainment
Exp
Misc Exp
 
05-22-2021 H12900 Dana Wilkenson $200.00 $200.00 $150.00 $225.00 $16.00 $63.00 $55.00
05-23-2021 H12900 Edward Thompson $300.00 $150.00 $225.00 $200.00 $0.00 $59.00 $26.00
05-24-2021 T10894 Evelyn Morales $150.00 $300.00 $300.00 $150.00 $45.00 $63.00 $75.00
05-25-2021 M1899 Jim Johnson $200.00 $225.00 $225.00 $225.00 $12.00 $122.00 $62.00
05-26-2021 M1899 Joseph Wallace $200.00 $150.00 $300.00 $150.00 $25.00 $75.00 $75.00
08-02-2021 T10894 Edward Thompson $100.00 $120.00 $20.00 $50.00 $50.00 $75.00 $60.00
08-03-2021 H12900 Edward Thompson $60.00 $75.00 $150.00 $100.00 $100.00 $120.00 $120.00
08-03-2021 T10894 Edward Thompson $75.00 $56.00 $15.00 $120.00 $100.00 $100.00 $150.00
08-16-2021 H12900 Dana Wilkenson $200.00 $150.00 $230.00 $152.00 $120.00 $120.00 $100.00
10-10-2021 T10894 Edward Thompson $65.00 $565.00 $2.00 $656.00 $48.00 $3659.00 $23.00
11-01-2021 T10894 Edward Thompson $750.00 $350.00 $75.00 $800.00 $75.00 $2500.00 $250.00
TOT       $2300.00 $2341.00 $1692.00 $2828.00 $591.00 $6956.00 $996.00
In this example you can use different sheet for different subtables
We are also showing euipment image in second sheet for per equipment
5/24/2022 2:55:11 PM
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Entertainment
Exp
Misc Exp
 
05-22-2021 H12900 Dana Wilkenson $200.00 $200.00 $150.00 $225.00 $16.00 $63.00 $55.00
05-23-2021 H12900 Edward Thompson $300.00 $150.00 $225.00 $200.00 $0.00 $59.00 $26.00
05-24-2021 T10894 Evelyn Morales $150.00 $300.00 $300.00 $150.00 $45.00 $63.00 $75.00
05-25-2021 M1899 Jim Johnson $200.00 $225.00 $225.00 $225.00 $12.00 $122.00 $62.00
05-26-2021 M1899 Joseph Wallace $200.00 $150.00 $300.00 $150.00 $25.00 $75.00 $75.00
08-02-2021 T10894 Edward Thompson $100.00 $120.00 $20.00 $50.00 $50.00 $75.00 $60.00
08-03-2021 H12900 Edward Thompson $60.00 $75.00 $150.00 $100.00 $100.00 $120.00 $120.00
08-03-2021 T10894 Edward Thompson $75.00 $56.00 $15.00 $120.00 $100.00 $100.00 $150.00
08-16-2021 H12900 Dana Wilkenson $200.00 $150.00 $230.00 $152.00 $120.00 $120.00 $100.00
10-10-2021 T10894 Edward Thompson $65.00 $565.00 $2.00 $656.00 $48.00 $3659.00 $23.00
11-01-2021 T10894 Edward Thompson $750.00 $350.00 $75.00 $800.00 $75.00 $2500.00 $250.00
TOT       $2300.00 $2341.00 $1692.00 $2828.00 $591.00 $6956.00 $996.00
 
Equipment ID
Item Name
Quantity
Unit Price
Total Cost
to Bill
Image
 
IN0001 Item 1 2 $51.00 $102.00
IN0002 Item 2 3 $93.00 $279.00
IN0006 Item 6 3 $11.00 $33.00
IN0017 Item 17 10 $97.00 $970.00
IN0016 Item 16 16 $90.00 $1440.00
IN0099 Item 99 150 $24.00 $3600.00
IN0013 Item 13 12 $26.00 $312.00
IN0007 Item 7 12 $56.00 $672.00
IN0011 Item 11 13 $59.00 $767.00
TOT     221 $507.00 $8175.00  
 
Date Created
Project Name
Project Number
Project Summary FA
 
04-08-2022 05:27 PM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
04-08-2022 04:18 PM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
03-31-2022 02:00 PM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
03-24-2022 05:27 PM XL Docs Test Project test 321323 Project Expense Report_7.xlsx
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06-14-2019 01:46 PM XL Docs Test Project 321323 Project Expense Report_7.xlsx
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03-28-2019 09:26 AM XL Docs Test Project 321323 Project Expense Report_7.xlsx
03-28-2019 09:20 AM XL Docs Test Project 321323 Project Expense Report_7.xlsx
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
05-06-2022 06:27 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
 
Evelyn Morales 9 0 5 5 18 10 15 0 0 0 0 0 0 0 0 20 0 0 0 0 0 62 0 20
Dana Wilkenson 15 0 20 14 9 19 9 0 0 0 0 0 0 0 0 16 0 0 0 0 0 86 0 16
Jim Johnson 10 0 10 16 14 6 9 0 0 0 0 0 0 0 0 9 0 0 0 0 0 65 0 9
Joseph Wallace 10 0 22 7 13 14 5 0 0 0 0 0 0 0 0 12 0 0 0 0 0 71 0 12
Edward Thompson 15 0 24 11 17 7 12 0 0 0 0 0 0 0 0 3 0 0 0 0 0 86 0 3
TOT   59 0 81 53 71 56 50 0 0 0 0 0 0 0 0 60 0 0 0 0 0 370 0 60
In this example we are showing multiple subtables on one Excel sheet.
05-24-2022 02:56 PM
Project Details
 
Record ID#
Description
Add Time Sheet
 
1 Preparations for Project
2 Equipment Instalalition
3 Replacing building installation
4 Painting walls and carpet replacing.
5 Cleaning and touch ups
 
Date
Account
Employee Name
Hotel Exp
Transport
Exp
Fuel Exp
Meals Exp
Phone Exp
Entertainment
Exp
Misc Exp
 
05-22-2021 H12900 Dana Wilkenson $200.00 $200.00 $150.00 $225.00 $16.00 $63.00 $55.00
05-23-2021 H12900 Edward Thompson $300.00 $150.00 $225.00 $200.00 $0.00 $59.00 $26.00
05-24-2021 T10894 Evelyn Morales $150.00 $300.00 $300.00 $150.00 $45.00 $63.00 $75.00
05-25-2021 M1899 Jim Johnson $200.00 $225.00 $225.00 $225.00 $12.00 $122.00 $62.00
05-26-2021 M1899 Joseph Wallace $200.00 $150.00 $300.00 $150.00 $25.00 $75.00 $75.00
08-02-2021 T10894 Edward Thompson $100.00 $120.00 $20.00 $50.00 $50.00 $75.00 $60.00
08-03-2021 H12900 Edward Thompson $60.00 $75.00 $150.00 $100.00 $100.00 $120.00 $120.00
08-03-2021 T10894 Edward Thompson $75.00 $56.00 $15.00 $120.00 $100.00 $100.00 $150.00
08-16-2021 H12900 Dana Wilkenson $200.00 $150.00 $230.00 $152.00 $120.00 $120.00 $100.00
10-10-2021 T10894 Edward Thompson $65.00 $565.00 $2.00 $656.00 $48.00 $3659.00 $23.00
11-01-2021 T10894 Edward Thompson $750.00 $350.00 $75.00 $800.00 $75.00 $2500.00 $250.00
TOT       $2300.00 $2341.00 $1692.00 $2828.00 $591.00 $6956.00 $996.00
 
Related
Employee
Employee Name
Total Regular
Hours
for Week
Total  1.5
TimeHours
for Week
Total Double
Hours
for Week
 
13 Evelyn Morales 62 0 20
11 Dana Wilkenson 86 0 16
1 Jim Johnson 65 0 9
10 Joseph Wallace 71 0 12
14 Edward Thompson 86 0 3
TOT     370 0 60
 
Equipment ID
Item Name
Quantity
Unit Price
Total Cost
to Bill
 
IN0001 Item 1 2 $51.00 $102.00
IN0002 Item 2 3 $93.00 $279.00
IN0006 Item 6 3 $11.00 $33.00
IN0017 Item 17 10 $97.00 $970.00
IN0016 Item 16 16 $90.00 $1440.00
IN0099 Item 99 150 $24.00 $3600.00
IN0013 Item 13 12 $26.00 $312.00
IN0007 Item 7 12 $56.00 $672.00
IN0011 Item 11 13 $59.00 $767.00
TOT     221 $507.00 $8175.00
In this section we are showing examples to create MULTIPLE excel documents
--- > 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 (except for sameworkbook option)
--- >At the end of the process we creating workbook and in each sheet you can see details or weekly time sheet for each project

>> First 2 buttons are using the "sameworkbook" parameters which creates document one document with each excel tab representing a Quickbase record.
>> Second 2 button are using the "merge" parameters which creates files at each record and then creates on consolidated PDF file of all records.

04-08-2022 06:14 PM
In some cases you may have multiple records that should be grouped/summarized/totaled together into a report.
Generate Summary Demo
XL_EXP_7.xlsx
05-05-2022 04:41 PM
Simple_XL_EXP_7.xlsx
In this example we are showing a cool way to view your data as a Schedule / Gantt.
We are getting the data from the Projects and Tasks tables to display the Project Schedule in a Gantt style view.
Click to View the .xlsx Template for this example
04-11-2022 05:52 AM
In this section is an example of creating an Excel document and automatically sending out via email
--- > After entering your email address and saving the record, our "batch" process will run in the background and generate the excel document and email via our Courier Add-on.
--- > You should see an email within 30 seconds with a sample Expense sheet attached.
toddj@juicedtech.com 04-20-2022 10:37 AM 04-20-2022 10:37 AM
 
Yes  
clientid=Q2 appid=bj446yrpq dbid=bneztjaka tpdbid=bj447itad tpid=17 fn=XL_EXP msid=7 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

Line Items
 
Project Name
Stage
Type
Cost
 
Construction  (2 Line Items) 
XL Docs Test Project test Construction Labor $1000.00
XL Docs Test Project test Construction Materials $1600.00
TOT       $2600.00
Renovation  (2 Line Items) 
XL Docs Test Project test Renovation Labor $9000.00
XL Docs Test Project test Renovation Materials $2500.00
TOT       $11500.00
Demolition  (2 Line Items) 
XL Docs Test Project test Demolition Labor $9693.00
XL Docs Test Project test Demolition Materials $1500.00
TOT       $11193.00
TOT       $25293.00
Created on March 27, 2018 at  1:29 PM (EDT). Last updated by qbtools on May 26 at 10:28 AM (EDT). Owned by qbtools.
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Show fields from Show fields from Show fields from a related table
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Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
Please wait while your new report is saved...
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Column heading override
Justification
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Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quickbase 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, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase 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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