Create maximum date field that looks at all transactions

Question

I know this must be simple and I have been trying different things based on other suggestions, but I am struggling with it.

I have a transaction log that gets updated each business day. One of the field is the transaction date, which can be 1-3 days prior to the current date. I would like a field in my transactions table that displays the maximum transaction date that exists in the table for all transactions.

I have been playing with summary fields, but I haven't been able to get it to work right. Any assistance would be greatly appreciated.

quickbasecoachd · Answer

Do you really mean the maximum date for ALL transactions, or the maximum date for all transactions for a given Parent record.

jorge_luiscacho · Answer

I do mean for all transactions. I have been able to generate the max for parent record, but that is not what I need.

quickbasecoachd · Answer

To get the global maximum, make a new table called Maximum Transaction Date.
Make a single record. It will be Record ID# 1.

In the transactions tale make a formula numeric field called [Link to Max Transactions Date (=1)], and give it a formula of 1.

Use that field as the reference field on the right side of a new relationship to that Max table and make a Summary of the Maximum date and look that up down to all detail records.

jorge_luiscacho · Answer

That solved it, thank you very much!

Forum Discussion

Create maximum date field that looks at all transactions

Related Content

Maximum Summary field not working

AI Smart Builder for Creating Apps and Streamlining Pipelines

create pipeline to create new records based on current record

Can I Import Credit Card Transactions from Quickbooks?

Add button to create record in different app