Formula to get a value of a field from a record that is one month older than another record

Question

I have a table in our CRM that keeps track of what clients are spending. Every day a copy of all of the client information including the spend is saved to that table (copies all field values from `Clients` table to `Daily Client Snapshots` table). In the `Daily Client Snapshots` table, I'd like to be able to compare the spend for that day to the spend 30 days in the past. Is there a way to calculate the $ difference in each row?

------------------------------
Matt Makris
------------------------------

doughines · Answer

Could you possibly utilize a summary field in the Client Snapshot table? Set the summary to get the total value of spending (assuming you have that in a field somewhere), where the creation date of the snapshot is 30 days in the past. Then you could add a report formula field to calculate the difference between this newly added field with the snapshot data already in the system.

------------------------------
Douglas | dhines@tritonnet.com
|
Service Delivery Coordinator | Tier II Support | Systems
------------------------------

markshnier__you · Answer

You could change the key field if the snapshot table to be a text field populated in the format

Related Client - Date

then, you would be able to calculate any previous date and calculate a field to be used in a relationship of the snapshot table to itself.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

hhersch · Answer

This will be a great candidate for our formula updates which you'll see communication on within a few months ;)------------------------------Harrison Hersch------------------------------

mattmakris · Answer

Hi Harrison,So are you saying this will be possible in a few months?------------------------------Matt Makris------------------------------

hhersch · Answer

So you can technically do it today with some of the creative solution others have suggested. But we will making much progress in this area. Check out the Empower 2020 keynote (end) for more details on this, and then an individual session was held by Eric Mohlman where he described in some more detail.​------------------------------Harrison Hersch------------------------------

Forum Discussion

Formula to get a value of a field from a record that is one month older than another record

Related Content

Using Grid Edit to Edit Multiple Records at Once

Formula Url Buttons

Record Details

Formula to Pull a single record field from another table.

Percent Formula Help