How to set up a workspace

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1

Since I often get asked about my suggestions for setting up databases, I made a video with some of my tips.
Check it out, and let us know what you think.

Are there other topics that you feel like you might want tips on?

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2

You are very, very good in explaining stuff in a simple, nice way.

I also like the way the video is edited.

And I really love all the new YouTube videos. I think it will help new users a lot so good job :partying_face::partying_face:

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3

Thanks Chris. Great intro. I’ve also looked at your other videos. I look forward to more.

I’d like to see instructions on reporting across multiple databases.

Thanks,
Tadhg

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4

Are you having any particular troubles with this?

5

Hello Chris,

I am looking for an example where a report would use multiple databases as sources, say:
image.png

All my usage is just one database as a source and then having lookup fields if I need to get information from other databases.

I just don’t have an understanding of when multiple data sources would be used?

I hope that makes sense.

Cheers,
Tadhg

6

The way to look at reports is as follows:
the databases you choose to report on will determine the data points that are shown in the report, but reports do not really ‘know’ anything about entity relations.

For example, if a single Invoice Run entity is linked to three Invoice Line entities, then the report will have 4 data points to be displayed.
The Invoice Run entity (= data point) will have a field that lists (as text) the names of the linked Invoice Lines, and each Invoice Line entity (= data point) will have a field that shows (as text) the name of the Invoice Run.
But there is effectively no connection between them other than that.

For most people, in most cases, reporting on a single database is the way to go (relying on lookup fields as needed).

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Thanks Chris. Makes sense :+1: