Filtering Status Reports for Most Recent & Date Range

Question

I have ~170 active Projects (parent table) that each provide a weekly status reports that are contained in a Status (child) table .

Two questions:
1) What formula fields would I create in the Status Table so that I can filter by:
- Most recent reports (for each project)
- Reports submitted in the past weekly reporting period (for each project)

2) From the Stakeholder dashboard that dynamically filters projects, how do I associate the filtered projects (parent) to the most recent status reports (child table) for those filtered projects (parent table)?

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Annetta Coleman
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markshnier__you · Answer

1) What formula fields would I create in the Status Table so that I can filter by:
- Most recent reports (for each project)

Summary Max Record ID# of Status called [Record ID# of most recent Status update]. Then lookup down to Status.
Then create a clean flag field for [Most Recent Status?]
[Record ID#] = [Record ID# of most recent Status update]

- Reports submitted in the past weekly reporting period (for each project)
flag field (formula checkbox

FirstDayOfWeek(ToDate([Date created])) = FirstDayOfWeek(Today()-Weeks(1)

2) From the Stakeholder dashboard that dynamically filters projects, how do I associate the filtered projects (parent) to the most recent status reports (child table) for those filtered projects (parent table)?

Make a Status limited to the Most Recent Statuses only and then set the global dashboard filter to also filter that report.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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Filtering Status Reports for Most Recent & Date Range

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