Forum Discussion

MattMakris's avatar
MattMakris
Qrew Cadet
4 years ago

Formula to get a value of a field from a record that is one month older than another record

I have a table in our CRM that keeps track of what clients are spending. Every day a copy of all of the client information including the spend is saved to that table (copies all field values from `Cli...
Formulas and functions
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DougHines's avatar
DougHines
Qrew Trainee
4 years ago
Could you possibly utilize a summary field  in the Client Snapshot table? Set the summary to get the total value of spending (assuming you have that in a field somewhere), where the creation date of the snapshot is 30 days in the past.  Then you could add a report formula field to calculate the difference between this newly added field with the snapshot data already in the system.


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Douglas | dhines@tritonnet.com
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Service Delivery Coordinator | Tier II Support | Systems
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