How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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Pivot Views: Calculated fields to allow for dynamic aggregation
In the same way that pivot tables in excel or equivalents allow you to create a calculated field in your pivot view. This field would not be a calculated field in the table itself, but a calculated field that would dynamically perform a calculation function regardless of the rows and columns you set for your pivot view.
For some reference, I've provided several links for other tools like Excel, Tableau and Google Data Studio.
https://support.google.com/datastudio/answer/6299685?hl=en
https://help.tableau.com/current/pro/desktop/en-us/calculationscalculatedfieldscreate.htm
2 votes -
1 vote
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Count records created in the last 90 days
Is there a way to do a conditional count? Count all of the child records only if they meet certain criteria?
1 vote -
How do i group a filtered/grouped data further within a view?
If i were to create a view of completed task per employee and wanted to group the data within a filtered view further by the type of products, is there a way to do that?
1 vote -
automated recurring "share view"
I love the new "share view" feature and find it very useful. It would be even more useful if I could set up a view to be automatically sent to a set of emails on a recurring basis. Can this be done?
1 vote -
How can I send an email notification based on a date? For example, sending an email reminder when a due date arrives.
How can I send an email notification based on a date? For example, sending an email reminder when a due date arrives.
1 vote -
1 vote
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DELETE /openapi/views/123/records/all returns 401 unauthorized
Hi,
I want to delete all records by using the API /openapi/views/123/records/all. It returns 401 unauthorized error.
1 vote -
Error on Add/Import records
When I try to add/update records with an import, I keep getting a little red flash that says something like: "We ran into a error importing your file with the mappings you provided".
Obviously, there is some kind of a mapping issue, but everything looks correct; and after the red flash message goes away, trackvia just times out.
Anyone else seen this? Any solution? What am I doing incorrectly?
Thanks,
Todd
1 vote -
How do I change a table name?
There seem to be two opportunities for adding a table. One route allows you to immediately name it, the second route lets you add a table but with no way to give 'new table' a meaningful name. Finding the first route seemed rather serendipitous and I can't find my way back to it!
1 vote -
Invisible Characters in Link-To-Parent Fields??
Is there any invisible characters in an unpopulated Link-To-Parent field?
I am attempting to use Show/Hide Rules to only display this field is it is blank (or populated), but it appears there is something in a blank field that the application is recognizing so not considering the field blank/null.
Example: if(isblank({LTP Field}, 1, 0) is returning 0.
Is there another formula to find visibly blank fields? I even tried if({LTP Field} = null, and the same results.
1 vote -
1 vote
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API Admin Rights
I noticed that single application administrators have access to the TrackVia API.
I would like to see access to the API access raised up to the Account Authority only.
The reason, is that the Account Authority is will have the knowledge for the TrackVia account, the pricing plan, and any limitations the pricing plan has with the API.
An App Admin may not have this information on the subscription, plan, or invoicing, and may exceed the subscription limits. Only the Account Authority should be the approver for anything relating to account expenses.
1 vote -
How do I cancel my subscription?
I want to cancel my account, but the website doesn't offer that capability and no one is answering the phone.
1 vote -
British date format
Please can someone tell me how to get a British date format on Track Via i.e. 30.03.2018 rather than 03.30.2018? It's driving me nuts!
1 vote -
Is there a way to import data to multiple tables from a single spreadsheet?
Is it possible to import from an excel spreadsheet to multiple tables in one process. For example, I have a spread sheet with 4 columns. I want column 1 and 2 to go to table A, column 1 and 3 to table B and column 1 and 4 to go to table C all with one import operation?
1 vote -
1 vote
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How do I use the new "Lanes" view function?
There was an announcement about it launching on Feb 20th, but I don't seem to see the option in any of my views.
1 vote -
Returning Value based on date being between two dates
I am trying to produce a formula to calculating carbon emissions factors.
When inputting a new meter record I need the date to return a value if it is between two dates.
I then need that value to be multiplied by the new meter value.
For this to work I presume I am going to need to set up another table with all of the dates and values I want to be returned. But how do I lay the table out?
Do I do a start date and end date? Month on Month?Really need some help on the formula…
1 vote -
1 vote
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