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------------------------------

Original Message:

Sent: 01-25-2023 16:46

From: Colton Runnels

Subject: 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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