Forum Discussion

Del's avatar
Del
Qrew Cadet
5 years ago

Most Recent Record??

I have a Parent named Vehicles, and a Child name Monthly Vehicle Report that is completed monthly and includes a field called miles.


I need to create a report totaling miles driven for the month. I need the most recent miles (I know how to get this), however, I want to know the miles reported in the prior month too and the different between the two.

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Ermias Bean
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  • np
    You have already made a summary field of the Maximum Record ID# and looked it up back down to the child record.  Let's name that Record ID# of 1st most Recent Monthly Report.

    Now make another Summary field (duplicate that one if you like) and make it subject to the filter that the Record ID# is less than the Record ID# of most Recent Monthly Report, call that the Record ID# of the 2nd most Recent Monthly Report.  That is like saying not counting Usain Bolt, who won the last 100 dash at the last Olympics, and of course the answer would be Justin Gaitlin, who "won" if you don't count Usain Bolt being there ahead of him 0.08 seconds ahead.

    Then  you can summarize up the mileage for respectively the 1st Most Recent and the 2nd Most Recent Monthly Report.

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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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    • Del's avatar
      Del
      Qrew Cadet
      Am I getting the maximum record ID or the maximum mileage?

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      Ermias Bean
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        I guess because it's a number, yes, you could get the maximum mileage and then get the 2nd highest Mileage, assuming that do provide a Mileage each report.

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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------
    • KeithHendrick's avatar
      KeithHendrick
      Qrew Member

      Every month we accumulate certain accounting data from our balance sheet. We only generate one record per month, and each record contains only a few fields of information plus four common accounting metrics (Current Ratio, Quick Ratio, etc.).  This application only has one table and no relationships.  I would like to take the most recent metrics and put them on tiles in the new dashboard. This is done via a gas gauge report, but how can I filter the report to only take the metrics from the most recent (highest Accounting Date) record? 

      I thought about something as simple as filtering the date created for the previous month, but that would not work because the July figures have not yet been entered, which is common since it takes a couple of weeks to close the books. So, if I used that method, it would get the record created from 7/1 - 7/31, which will be null since it does not yet exist.  I need some way for QB to choose the record with the highest 'Accounting Date' value (not Date Created).  In my little example, that would be the 6/30/21 record.  This should be easy, but I've drawn a blank.



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      Keith Hendrick
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        Please post this as a new question so it will be seen by all.

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