Forum Discussion

Gelo's avatar
Gelo
Qrew Trainee
3 years ago

Add Field Total for Date Range

Hello, We are trying to create a field, not a report, that adds up the Principal Balance for a given month.  Each record is a loan. So for example, the new field name would be January Funded and...
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Tables and fields
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
3 years ago
So if you had a loan booked in January 2019 and another one booked in January 2020 and another one booked in January 2021, would they all be added into the same total?

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Mark Shnier (YQC)
mark.shnier@gmail.com
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  • Gelo's avatar
    Gelo
    Qrew Trainee
    3 years ago
    Hi Mark,

    No, those are three different totals. For the purpose of our calculations, having the current year number is most important. If there is a way to distinguish year by year that would be great but not the end-all-be-all of our purpose. 

    Hope this helps, thanks!

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    Gelo
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      3 years ago
      It is unclear to me where you want these totals to reside. Perhaps what you need is a table of months which are loaded up from excel for the next 20 years.  The key field could be a date field of the first day of the month.  Then you can have a relationship back to the load record where the reference field is a formula for the first day of the month.

      But I am not really understanding the business purpose of your request right now. If I understood that better I might be able to suggest other solutions.

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      Mark Shnier (YQC)
      mark.shnier@gmail.com
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      • Gelo's avatar
        Gelo
        Qrew Trainee
        3 years ago
        One of the main purposes is for commission for sales reps. We have a budget every month. We need to reference the Budget fields to see if January is over or under budget and then pay accordingly. Ideally, we will create a field called "Commission Total" that applies the commission formula to the total amount funded for that month (For example- If Jan Funded < Jan Budget, Jan Funded * 0.005) 

        Until we know what the number is for each month, this is impossible for us to figure out

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        Gelo
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