Compare values with values from previous month

OK, so next is that if you just need to get some numerical values floated up to the Project, from the most recent History with the highest Record ID#.  That can be done by having a Summary Maximum of the [Record ID#] on the Project, and lookup down to the Project History.  The do another summary maximum of the Project value subject to he condition that the [Record ID#] is the same as the Summary Maximum Record ID#.

The formula to run that import will be something like

var text URL = urlroot() & "db/' & [_DBID_PROJECT_HISTORY] & "?act=API_RunImport&ID=10;

"javascript:" &
"$.get('" & 
$URL & 
"',function(){" &
"location.reload(true);" &
"});" 
& "void(0);

Hi, thank you very much for this it seems it could be extremely useful :)

Is it possible to organize a quick webex session to cover some of these parts, since I have couple of questions and would like to avoid asking tons of questions in a wall of text?

My private email is ilic_nenad@ymail.com.

Thank you very much in advance.

Kind regards,

Nenad Ilic

Hi Mark, so here is the situation and hopefully you'll be able to help me proceed step by step (or clarify how some of the tasks are done from above).

I have 3 Tables:
1. Project Manager (list of users)
2. Customer profile
3. Project
where tables 1 and 2 are connected with the Project table in a following manner:
Project manager - Project (one to many)
Customer profile - Project (one to many)

Now I've created Project history table (where I want to save monthly data) and have created the following fields:

• Project Name (Project table)
• Customer name (origin in Customer profile, but is part of Project table via relationship)
• Cutomer region (origin in Customer profile, but is part of Project table via relationship)
• Project Manager (origin in Project Manager table, but is part of Project table via relationship)
• Annual Contact value (Project table)
• Target date (Project table)
• Status (Project table)

Now going back to your steps (lets cover 1st steps 1, 2):
1. Set up a child table to Projects called Project History. Add fields for any values that you want to capture.
I've created a table with information from above. Am I supposed to define the field identically to the field they would be getting information from? (example: text - text; multiple choice - multiple choice) or is there some other way


2.Set up a saved table to table copy to copy all Active Projects into Project history and map the [Record ID#] field into [Related Project] and map the various data fields.
How can I do this, would it be a problem to explain it a bit?

3. Make report of Active Projects needing their History recorded.  This will be filtered where the maximum date created of the child records is not during the current month.

To create this from Projects table? How to achieve the second part maximum date created of the child records is not during the current month?

You can lookup as many fields as you like, as they are just for your convenience and do  not affect the process.

Based on your post above, it looks like you need to create 3 data entry fields on your history form which will have the same type (numeric or text) that the source fields have.

• Annual Contact value (Project table)
• Target date (Project table)
• Status (Project table)

To set up a save table to table copy, go into the History Table Home page more button will allow you to set up a saved table to table copy.

Let get that far and get some child records created and then go to step 3.

Is this the option to save table to table copy (it's end of my working day, so my brain is a bit slow) :( Somehow I don't understand this step

Also, from the entire list of needed fields:

• Project Name (Project table)
• Customer name (origin in Customer profile, but is part of Project table via relationship)
• Cutomer region (origin in Customer profile, but is part of Project table via relationship)
• Project Manager (origin in Project Manager table, but is part of Project table via relationship)
• Annual Contact value (Project table)
• Target date (Project table)
• Status (Project table)

you've stated that I would need only:

• Annual Contact value (Project table)
• Target date (Project table)
• Status (Project table)

Where am I going to drag out the information about 

• Project Name (Project table)
• Customer name (origin in Customer profile, but is part of Project table via relationship)
• Cutomer region (origin in Customer profile, but is part of Project table via relationship)
• Project Manager (origin in Project Manager table, but is part of Project table via relationship)

is it going to be achieved via some relationship, or are these 4 fields also to be entered into Project history table? (if yes does field setting need to be same as in initial tables)?

Sorry, I was probably not clear enough.  

Go to the table home page for the history table.
locate the more button and then select import / export

That will allow you to copy in records from another tale and you follow that process to set up a saved table to table copy.

As for the lookup fields, you can have as many lookup fields as you like.  They will not affect this process we are building.

Steps 1 and 2 completed:
- relationship between tables established, 
- data was copied 

Now for the step 3:
Make report of Active Projects needing their History recorded.  This will be filtered where the maximum date created of the child records is not during the current month.

So as I see it I need to create a report with filter - all projects that are active. What needs to be done for the part -  where the maximum date created of the child records is not during the current month

OK, good for you.  Good progress.

So now we need a summary field on the relationship between projects and history.  So go to that relationship and on the left side there will be a button to create a summary field.  Make a new field called Maximum Date Created of Project History.

Once you get that, then go back to that report of Active projects and add a filter


where Maximum Date Created of Project History is not during the current month.