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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