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Every month we accumulate accounting data from our balance sheet into one application with only one table and no relationships. We only generate one record per month, and each record contains only a ...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendNo problem.
Make a new Table called Max Accounting Mth with no fields. Enter one record. That Record will be Record ID# of 1.
Make a new field in your Balance Sheet Data Table called [Link to Max Accounting Mth] as a formula numeric with a formula of 1.
make a relationship between Max Accounting Mth and the balance sheet data based in the reference field of the Link to Max Accounting Mth] field .
Make a Summary maximum of the highest Accounting date field. Then look that up down to Balance sheet.
Make a formula checkbox field to identify the Accounting month where the Max Accounting Month equals the Accounting month.
Now, finally filter the gauge report to only include the flagged record.
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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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Make a new Table called Max Accounting Mth with no fields. Enter one record. That Record will be Record ID# of 1.
Make a new field in your Balance Sheet Data Table called [Link to Max Accounting Mth] as a formula numeric with a formula of 1.
make a relationship between Max Accounting Mth and the balance sheet data based in the reference field of the Link to Max Accounting Mth] field .
Make a Summary maximum of the highest Accounting date field. Then look that up down to Balance sheet.
Make a formula checkbox field to identify the Accounting month where the Max Accounting Month equals the Accounting month.
Now, finally filter the gauge report to only include the flagged record.
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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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- Worked perfectly, Mark. Thanks! Follow-up question, not that I have the active (most recent) accounting month, I'd like to display it on a tile on the new dashboard. So, how can I take that date value and convert it to a formatted numeric such that it will display on the gas gauge report and reflect the date, or is that possible?
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Keith Hendrick
------------------------------- MarkShnier__YouAre you asking if the Gas Gauge report itself can somehow include a text field (ie the date) , then no it cannot.
But I think that you are asking how you can use a different tile to show the date words for which is the Most Recent Month. The only way I can think of right now, would be to have a small narrow report of the Active month. I tried it and I can get that to work with using up 4 "squares" of the dashboard.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Unfortunately, I don't have the screen real estate for a 4-tile report. I wish this new dashboard was a big longer, but I suppose that's where the tabs com in. Anyway, it's okay since this was a 'nice to have' feature anyway. The bigger issue was the auto selection of the most recent accounting date and you solved that. Thanks again.
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Keith Hendrick
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