Date Reference Proxy fields
What I am trying to achieve? I have 2 tables. Expense Table which has a field for Expense Date (of type Date) We are managing our expenses by the fiscal calendar. I have a separate table (Fisca...
Forum Discussion
An option is to have the date formulaically connect to the fiscal year. Then you can bring all the year/qtr/month, balance, etc. as lookup fields.
How is your 'Fiscal Year' table set up? What is the Key Field (if not the Record ID#)? What type of information do you have there?
Just trying to get some context so my next description makes more sense.
How is your 'Fiscal Year' table set up? What is the Key Field (if not the Record ID#)? What type of information do you have there?
Just trying to get some context so my next description makes more sense.
You will want to set up a different field as the Key field. Something like the Date, would be good, because you shouldn't have the same date more than once on the fiscal year table, correct?
Then when you make the relationship, it will use the key field (date) as the reference field.
You can then convert that reference field from a 'date' field to a 'formula-date' field.
In the formula, you will make it reference your [Date of Expense].
Then all of your expenses will automatically connect to the fiscal date.
Then when you make the relationship, it will use the key field (date) as the reference field.
You can then convert that reference field from a 'date' field to a 'formula-date' field.
In the formula, you will make it reference your [Date of Expense].
Then all of your expenses will automatically connect to the fiscal date.