Need help with month to date formula
Hello, I have a field that tracks the number of transactions for a client. Each day, a new record is created adding the new day's activity (# of transactions for that day) per client. I need help ...
Forum Discussion
Hi Mark,
Thanks for your response. I tried what you suggested. The issue that I came across is that the MTD transactions field that I created isn't behaving the way I need it to. It's calculating the MTD but the MTD totals changes across the month...
What this formula is doing:
6/26/20 20,251 Transactions 42,071 MTD Transactions
6/26/20 11,596 Transactions 42,071 MTD Transactions
6/27/20 10,224 Transactions 42,071 MTD Transactions
What I need it to do:
6/26/20 20,251 Transactions 25,251 MTD Transactions
6/26/20 11,596 Transactions 31,847 MTD Transactions
6/27/20 10,224 Transactions 42,071 MTD Transactions
So that each date has a cumulative total of transactions Month To Date.
Thanks!
------------------------------
Christine Pratts
------------------------------
Thanks for your response. I tried what you suggested. The issue that I came across is that the MTD transactions field that I created isn't behaving the way I need it to. It's calculating the MTD but the MTD totals changes across the month...
What this formula is doing:
6/26/20 20,251 Transactions 42,071 MTD Transactions
6/26/20 11,596 Transactions 42,071 MTD Transactions
6/27/20 10,224 Transactions 42,071 MTD Transactions
What I need it to do:
6/26/20 20,251 Transactions 25,251 MTD Transactions
6/26/20 11,596 Transactions 31,847 MTD Transactions
6/27/20 10,224 Transactions 42,071 MTD Transactions
So that each date has a cumulative total of transactions Month To Date.
Thanks!
------------------------------
Christine Pratts
------------------------------
MarkShnier__You
Qrew Legend
Qrew LegendDo you need to have the MTD recorded in a field on that record or would it be good enough just to have a report.
If a report is good enough, then there is a KISS solution. That is to create a summary report to summarize the # of Transaction by day and include the field for # of transactions and also the same field again, but select the option to have a running total down column.
If you need the data record each night, then that can be done as well but the setup is more complicated.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
If a report is good enough, then there is a KISS solution. That is to create a summary report to summarize the # of Transaction by day and include the field for # of transactions and also the same field again, but select the option to have a running total down column.
If you need the data record each night, then that can be done as well but the setup is more complicated.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
- I need the data record for each night. The field is actually to be used in a larger formula that calculates the revenue based on a tiered pricing. The tiered pricing is based on the cumulative # of transactions for the month. Once the transaction totals reach the next tier, the rate changes. When we bill, we break out the # of transactions billed on each tier and it also helps us to see (for future pricing models) how quickly a client moves from one tier to the next.
------------------------------
Christine Pratts
------------------------------- MarkShnier__You
I realize now that this is all "Per Client".
One client has many daily transaction records.
We have a bit of an obstacle in that this process will run after midnight so I would make a flag on the daily transaction records to calculate to true of the record is to be included in the nightly summary. The reason is that on the first of he month at midnight, you still need to get the totals for the MTD for the previous month.
So now the Client record knows the MTD totals up until last night. Look that up into the daily transactions table.
Make a new field in Daily Transactions to called [MTD Frozen]
Set up a saved table to table copy to merge the daily transaction records into themselves based on Record ID# and filer where the date is the today (or maybe yesterday - I'm not sure the timing of when these records get created). Then map the MTD into the [MTD Frozen]
Set up a daily Automation to run the save table to table import.I think that will work but the tricky part is you have to be very careful of how do you summarize the transactions because the automation will run shortly after midnight. And of course we only want to update the most recent daily transaction records.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- I gave this a try. I'll need to see how it works after a few days.
Thanks!
------------------------------
Christine Pratts
------------------------------