Forum Discussion

MattMakris's avatar
MattMakris
Qrew Assistant Captain
5 years ago

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

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 `Cli...
Formulas and functions
Relationships
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
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.

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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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hhersch's avatar
hhersch
Quickbase Staff
5 years ago
This will be a great candidate for our formula updates which you'll see communication on within a few months ;)

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Harrison Hersch
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  • MattMakris's avatar
    MattMakris
    Qrew Assistant Captain
    5 years ago
    Hi Harrison,

    So are you saying this will be possible in a few months?

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    Matt Makris
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    • hhersch's avatar
      hhersch
      Quickbase Staff
      5 years ago
      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.​

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      Harrison Hersch
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      • MattMakris's avatar
        MattMakris
        Qrew Assistant Captain
        5 years ago
        I was wondering when this would finally happen :)



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        Matt Makris
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