Date Calculation

Chris,

You have been handed a Revenue Recognition problem.   I have solved these in the past but never using native Quickbase.  There are two paths I have done this with successfully.

• Extract the data and use Script to analyze the transaction and then write back into Quickbase the appropriate data
• Use a BI/BA tool.  I have got customers using both Tableau and PowerBI.  This is my preferred answer for Rev Rec as there are always follow on questions that get progressively more complicated.  The very nature of this issue is high level reporting in the Controller/CFO's office.

There are two other potential ways to handle it but I have not done them for this.

• Build a Code Page that will do the calculations.  This leaves you in QB but still is not native functionality, you have to know JS or another development language.
• Pipelines might be able to do this.  I have built a few but not one that does this type of math. 

I see a particular issue from your example there is no Period G yet for the other revenue beyond F.   You will need track that and at some point in the future Recognize the final $129K.   This makes me lean to Tableau as you can show in a Tableau report a line for Unrecognized Revenue / Deferred Rev or what every your Accounting Team wants to call it but it is not really data stored in Quickbase.

Hope this helps.

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Don Larson
Paasporter
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