I have some technical questions about creating PDFs: To create a PDF, I know I need to create a table and define the columns that will be used as criteria for filters. My questions are:
If the application is multi-user, assuming two users want to create the same PDF, I imagine that the users will be changing the same data or filters, which would make creating the PDF difficult. How can this be resolved?
When an existing record is edited, sometimes AppSheet doesn’t generate the PDF with the changes. How can this be resolved?
For example, I have sales by zone (North, East, West, South) and employees referenced in the “Zones” table. In the PDF report, I want it to show a table with the zone and the total sales for that zone, followed by the sales of the employees assigned to that zone, and so on
Preventing PDF Conflicts: To generate PDFs simultaneously without data conflicts, it is highly recommended to use a Slice filtered by USEREMAIL(). For more specific needs, you can further refine the slice by adding criteria such as Job Position or Assigned Area. This ensures each user only processes their own relevant data.
​Tool Behavior & Data Logic: Please remember that AppSheet is a tool that reads and presents data exactly as it is provided. Whether a PDF is generated repeatedly or only once depends entirely on your data constraints and the specific criteria you set within the application. The example below shows the results generated based on data, whether with or without a name depending on the data source and can be generated repeatedly depending on the criteria.
Bot vs. Non-Bot Generation: Generating PDFs in AppSheet can be done either through an Automation Bot or without one, depending on your data source. If you are using Google Sheets, it is possible to generate reports without a bot. However, if you want to track revenue (omset) categorized by Area or Zone, it is best practice to use an Enum column, as shown in the example below.
for visualization depends on the data source you present for your application.That’s all I can share to help. My apologies if it doesn’t fully address your needs.
Hello AppSheet community, I don’t think I explained myself very well; perhaps this basic example will help you understand better.
Basically, it involves grouping the sums by zones and displaying a total.
Appsheet displays the data you present, but according to Appsheet’s criteria. The data I imported into Appsheet is purely your data. Only if the rows are empty, Appsheet eliminates them. Here’s a screenshot of your table. For colors, use formatting rules. So, basically, if your data is static, Appsheet will also display static data, but dynamic data will also display dynamic data according to your data.
