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ColtonRunnels's avatar
ColtonRunnels
Qrew Member
2 years ago

Summary Report - Summarize Income Over a Date Range

I have financial metrics (net income, gross income, etc.) uploaded as records into QuickBase with a date indicator...e.g. in 2022, we made $125,000 in NOI. In 2021, we made $100,000. How do I make a summary report that compares the $100,000 in 2021 to the $125,000 in 2022?

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Colton Runnels
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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew #1 Challenger
    2 years ago
    Quickbase is not like Excel where you can just make a formula between rows, so the the complexity of the answer depends on how flexible your requirements are.

    To answer your question literally, I suggest making a table of Years where the Key field is the numeric Year.  Then make a relationship from there to your detail records to sum up the total sales for the Year.  Then make a relationship between Years and itself.  For the Related Year field change the next to [
    Last Year] and change it to be a formula numeric field with a formula of 

    [Year]-1

    That will allow you to pull last years Sales into the current year record and then you can do your calculations.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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