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Formula to get a value of a field from a record that is one month older than another record

  • 1.  Formula to get a value of a field from a record that is one month older than another record

    Posted 28 days ago
    I have a table in our CRM that keeps track of what clients are spending. Every day a copy of all of the client information including the spend is saved to that table (copies all field values from `Clients` table to `Daily Client Snapshots` table). In the `Daily Client Snapshots` table, I'd like to be able to compare the spend for that day to the spend 30 days in the past. Is there a way to calculate the $ difference in each row?

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    Matt Makris
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  • 2.  RE: Formula to get a value of a field from a record that is one month older than another record

    Posted 28 days ago
    Could you possibly utilize a summary field  in the Client Snapshot table? Set the summary to get the total value of spending (assuming you have that in a field somewhere), where the creation date of the snapshot is 30 days in the past.  Then you could add a report formula field to calculate the difference between this newly added field with the snapshot data already in the system.


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    Douglas | dhines@tritonnet.com
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    Service Delivery Coordinator | Tier II Support | Systems
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  • 3.  RE: Formula to get a value of a field from a record that is one month older than another record

    Posted 28 days ago
    You could change the key field if the snapshot table to be a text field populated in the format 

    Related Client - Date

    then, you would be able to calculate any previous date and calculate a field to be used in a relationship of the snapshot table to itself.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 4.  RE: Formula to get a value of a field from a record that is one month older than another record

    Posted 26 days ago
    This will be a great candidate for our formula updates which you'll see communication on within a few months ;)

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    Harrison Hersch
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  • 5.  RE: Formula to get a value of a field from a record that is one month older than another record

    Posted 26 days ago
    Hi Harrison,

    So are you saying this will be possible in a few months?

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    Matt Makris
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  • 6.  RE: Formula to get a value of a field from a record that is one month older than another record

    Posted 26 days ago
    So you can technically do it today with some of the creative solution others have suggested. But we will making much progress in this area. Check out the Empower 2020 keynote (end) for more details on this, and then an individual session was held by Eric Mohlman where he described in some more detail.​

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    Harrison Hersch
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  • 7.  RE: Formula to get a value of a field from a record that is one month older than another record

    Posted 26 days ago
    I was wondering when this would finally happen :)



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    Matt Makris
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