I don't think there is a way to use the Limit down at the Activity level in overage calculations.
If you want to have adjustable time periods, you can set up a new table called Date Selection, with a single record. Set up two fields for start and end dates. It will be the only record so Record ID =1.
link that in a relationship to all activities with a reference field which is a formula that calculates to 1.
That will allow you to create summary fields where the dates fall within the Date Selections.
I suggest that you show the overage report an a Report Link right on the Date Selector Record, so it's obvious what the selected dates are. Or else also link it to the Parent Company and/or Companies to b3 able to show the date range on the reports.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.commarkshnier2@gmail.com------------------------------
Original Message:
Sent: 10-10-2019 19:26
From: Jordan Beatty
Subject: Best Way To Summarize Numbers To Calculate Overages
The table structure is one Parent Company has many Companies and one Company has many activities. The parent company record contains a limit to calculate overages. The activity records contain a Time Logged Field and a Date/Time Field.
Currently, I summarize Time Logged from Activities into Companies, filtered to only summarize from previous month. That data is then summarized into the Parent Company where that total - limit is the overage for the previous month. This works great for calculating overages for the previous month. But what if I want to calculate the previous quarter, or a random month from the previous year?
Should I be trying to summarize this in the Activity table or Parent Company Table?
I can easily sort my Month and Date in the Activity table, but can I pull down the limit and use it in a calculation against a total in a summary report?
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Jordan Beatty
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