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?
My mistake, didn't realized responding through email sent a direct message.
So it's been a reallll long time since I have had to do anything Quickbase related. I have it linked so that a table called Date Range has many activities. So I changed the reference field from numeric to numeric formula, but it keeps telling me it is expecting text?