Equipment Rental App - Utilization Rates
I'm working on early phase design for an app that will be used to manage equipment rental for a small operator. One of the key design requirements is for the app to track dollar and time utilization f...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendOK, here is another solution.
Make a summary field on the Equipment for [# days rented out M0], where M0 means the current month.
Then duplicate that field to be called [# days rented out M-1] ie month zero minus 1 ie last month and adjust the filters.
Keep giong to about 24 of these so you have a two year history.
Then if you want to not have those somewhat non user friendly field names, you could create a nightly process to run 24 saved table to table copies to copy these to another table were each record represent an equipment and the first of the month dates (key field in the format [Record ID# [f equipment] - YYYMM01. so then it will easier to create proper report and nice charts.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Make a summary field on the Equipment for [# days rented out M0], where M0 means the current month.
Then duplicate that field to be called [# days rented out M-1] ie month zero minus 1 ie last month and adjust the filters.
Keep giong to about 24 of these so you have a two year history.
Then if you want to not have those somewhat non user friendly field names, you could create a nightly process to run 24 saved table to table copies to copy these to another table were each record represent an equipment and the first of the month dates (key field in the format [Record ID# [f equipment] - YYYMM01. so then it will easier to create proper report and nice charts.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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- Thanks so much Mark! As always from you, fantastic solution!
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Warren Barbour
------------------------------- Hi Mark,
I tried to work through a number of ways in an effort to determine "# days rented out M0", without much success. I had tried a series of arguments that looked to check the month/yr values of current month to the Start Date and End Date of each rental period, and then make a series of calculations to count either days between Start Date and End Date, or days between start of month to End Date, or lastly, days from Start Date to end of month. Seems like there must be a better way. Can you offer any further guidance?
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Warren Barbour
------------------------------- Hi. What about this option. I create a new field on each rental record that determines if Today falls within the Start Date and End Date of the rental period, if it does a value of 'Active' is assigned, otherwise a value of 'Inactive' is assigned. I would then run a nightly automation to import only 'Active' equipment rental records (daily) through a table-to-table import routine into a new table, that would support any historical reporting needed. Does that seems to make sense?
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Warren Barbour
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