QuickBase: The Missing Manual: The Missing Manual

by Nancy Conner

Overview

Ready to put Intuit's QuickBase to work? Our new Missing Manual shows you how to capture, modify, share, and manage data and documents with this web-based data-sharing program quickly and easily. No longer do you have to coordinate your team through a blizzard of emails or play frustrating games of "guess which document is the right one."

QuickBase saves your organization time and money, letting you manage and share the information that makes your business tick: sales figures, project timelines, drafts of documents, purchase or work requests—whatever information you need to keep business flowing smoothly.

QuickBase: The Missing Manual shows you how to choose among QuickBase's dozens of ready-made applications (mini-databases, essentially) and how to customize one to fit your needs exactly. You'll also learn to assign people different roles within the application. The guide also shows you how to:

• Capture and modify data: Whatever kind of data you need to store—sales leads, catalog listings, project milestones, workflow checklists—you can use QuickBase's forms to record and organize that data so it makes sense to you.
• Filter, sort, and group data: Easily find the records that match your criteria, and then sort those records into groups that make their relationships clear.
• Display your data: QuickBase uses different views (Table, Grid Edit, Summary/Crosstab, Calendar, Chart, and Timeline) to display and summarize data. Switching between them is easy, like taking tasks listed in a table and displaying them as a timeline.
• Create reports: Print out a hard copy, embed charts in the annual report, or email this month's sales numbers.

Because Intuit frequently introduces new features to QuickBase, you'll find updates to this book at our Missing Manual web site so you can benefit from the latest technology and user suggestions right away.

Product Details

ISBN-13:	9780596529604
Publisher:	O'Reilly Media, Incorporated
Publication date:	03/28/2007
Series:	Missing Manual Series
Pages:	552
Sales rank:	611,449
Product dimensions:	7.00(w) x 9.19(h) x 0.98(d)

About the Author

Nancy Conner is an award-winning writer and freelance editor who specializes in tech topics. She has a PhD in English from Brown Universityand has taught writing, including technical writing, to college students for more than a dozen years. She is currently a freelance copyeditor, specializing in technical books covering topics ranging from the MS Office suite to programming languages to advanced network security. And she's the author of "eBay: The Missing Manual."

Table of Contents

Introduction; What You Can Do with QuickBase; What You Need to Get Started; About This Book; The Very Basics; Chapter 1: Signing Up and Taking a Quick Tour; 1.1 Creating an Account; 1.2 Using Your My QuickBase Page; 1.3 Getting Started with Applications; Chapter 2: Different Ways of Displaying Your Data; 2.1 QuickBase’s Report Formats; 2.2 Creating, Editing, and Printing Reports; 2.3 Tips for Creating Specific Report Types; Chapter 3: Working with Data and Documents; 3.1 Getting Data and Documents into QuickBase; 3.2 Finding, Changing, and Exporting Data; 3.3 Editing and Collaborating on Documents; Chapter 4: Report Sharing, Change Notifications, and Reminders; 4.1 Sending Reports to Yourself and Others; 4.2 Modifying Report Subscriptions; 4.3 Triggering Change Notification Emails; 4.4 Sending Reminders; 4.5 Customizing Your QuickBase Emails; 4.6 Using vCard and iCalendar with QuickBase; Chapter 5: Planning Your QuickBase Solution; 5.1 Defining the Problem; 5.2 Exploring Your Workflow; 5.3 Tracking Information; 5.4 Keeping the Team on Track; 5.5 From Planning to Application; Chapter 6: Using QuickBase’s Prebuilt Applications; 6.1 A Tour of QuickBase’s Application Templates; 6.2 Templates in Action: Three Examples; 6.3 Creating an Application from a Template; 6.4 Adapting a Template to Suit Your Needs; Chapter 7: Creating Your Own Application; 7.1 Building a New Application; 7.2 Creating an Application by Importing Data; 7.3 Modifying an Application’s Properties; 7.4 Give Your Application’s Users a Guided Tour; Chapter 8: Managing Applications; 8.1 The Administrator’s Dashboard; 8.2 Sharing an Application; 8.3 Adding and Modifying Fields; 8.4 Creating Dependencies; 8.5 Deleting an Application; 8.6 Managing Tables; 8.7 Using QuickBase Enterprise Edition; 8.8 Enhancing an Application’s Security with Tokens; Chapter 9: Managing Roles and Groups; 9.1 Managing Roles; 9.2 Managing Groups; Chapter 10: Creating Relationships Between Tables; 10.1 How Table Relationships Work; 10.2 Creating a Relationship; 10.3 Deleting Related Records; 10.4 Working with Advanced Fields; Chapter 11: Automating QuickBase with Formulas, Forms, and Dynamic Rules; 11.1 Writing Formulas; 11.2 Customizing Forms; 11.3 Collecting Data via Web Page Forms; 11.4 The QuickBase API; Chapter 12: Exact Forms: Creating Sophisticated Documents; 12.1 Downloading and Opening the Template; 12.2 Designing Exact Forms; 12.3 Saving Your Exact Form; 12.4 Printing Your Documents from an Exact Form; 12.5 Editing an Exact Form; Chapter 13: Switching from Microsoft Access to QuickBase; Why Make the Switch?; Ease of Use; Sharing Data; Keeping Your Data Secure; Ending Maintenance Headaches; When You’re Ready to Learn More; Getting Started; Working with Tables; Creating a Table; Working with Table Fields; Editing a Field in a QuickBase Table; Writing Formulas; Relating Tables; Working with Forms; Adding a New Record; Editing an Existing Record; Editing a Form; Finding and Displaying Data; Querying a Table; Creating Reports in QuickBase; The Missing Credits; About the Author; About the Creative Team;