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Updating Threshold Data without losing History

  • 1.  Updating Threshold Data without losing History

    Posted 27 days ago
    Hello!

    I have a table which contains daily orders by item, by location, by date.  I have another table which counts the # of lines of the daily orders along with the total cost of those orders at the date level . 

    I have a threshold that says if the daily total # of lines and/or total cost $ is under this line/cost threshold check a checkbox​​.  This checkbox is then used to note an "over/under" in a grid edit report where details can be entered as to why a particular day is over/under for lines or cost. 

    We are updating our thresholds today and I need a way that I can update my thresholds with the new threshold information but anything prior to today would remain at the previous threshold levels so as not to lose any historical information.  I would only want the new threshold information to be used from today forward.  Is there a way to accomplish this? 

    I have created another table with a start and end date (which is currently not being used) but didn't know if there was a way to utilize this to do what I'm trying to do.  I hope this all makes sense.

    Thank you for any guidance!

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    Laura Beverley
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  • 2.  RE: Updating Threshold Data without losing History

    Posted 26 days ago
    Are you saying that you have a table of Dates with Key field as the date and then a relationship where 1 Date has many Orders?  And is the threshold value is set on the Dates record?

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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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  • 3.  RE: Updating Threshold Data without losing History

    Posted 25 days ago
    Hi Mark,
    Thank you for responding.  Yes, you are correct:
    1.  I have a date table where the key field is the date (relationship is 1 date has many orders)
    2.  I have a detail table which includes multiple records for each day and is used to total the lines and cost into the "date" table - the record ID is the key field in this table
    3.  I have the "Threshold" data in the ROQ date table (listed next to each day)

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    Laura Beverley
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  • 4.  RE: Updating Threshold Data without losing History

    Posted 25 days ago
    Is your Threshold field a formula or a data entry field? 

    If it's a formula just equal to a number, you can make a formula based on the date field to set the Threshold. 

    If it's a data entry field you van just grid edit or mass update (using Search and Replace off the more button)  the future records to have the new threshold value.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------