Help me write a formula that is dynamic
Me again. This is the perfectionist in me. I'd love suggestions on if it's possible (and how) to write a formula that calculates a person's age based upon DOB field, converts it into a category ("0-...
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Side note: Qrew forum request -- the ability to edit posts haha. I'm going to add on some additional things and make this already-dense request a little more so! :-D
Here is one other related thing I'm trying to do -- which is not directly related to the above, but does affect it, so it's worth mentioning.
For grant reporting, I also need to be able to capture "New This Year", and "New This Quarter". Just to make things EXTRA fun, everyone is considered "New" at the beginning of the FY, even when they're legacy clients......
I see in a competitor database that was developed specifically for these kinds of grants, there are tick boxes for "New this quarter" and "New this year" right in a master Client table -- but without being able to see how those are behaving, I'm curious how I might build something like that within my QB app. Maybe, it's a report on a dashboard that somehow counts "Clients with any Service records this quarter, where the earliest service record since the last fiscal year falls within this quarter"? These are the reporting requirements that turn my brain inside out. 🙃🤯
- MarkShnier__You
Qrew Legend
I will a respond step wise. To create a numeric field hat calculates a person's age, you can use this formula.
var date DOB = [My Date of Birth field]; // update with your own field here
Year(Today())-Year($DOB)
-
If(
Month(Today())<Month($DOB)
or
(Month(Today())=Month($DOB) and Day(Today())<Day($DOB)),1,0)
