Forum Discussion
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.
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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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Thanks!
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Christine Pratts
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- ChristinePratt14 years agoQrew CadetHello,
It turns out this question is a little more complicated than I thought.
The data that I'm working with captures daily transactions for a client. However, the transactions (entered manually) are not always entered on a daily basis. For example, Friday, Saturday and Sunday's data is entered on Monday. Monday's data is entered on Tuesday, and so on. But, at times, there can be a delay in obtaining transactional activity - system or reporting issues and it may be days (I've learned) that data can be held up and then all that data can be entered in batches.
So, I need to calculate the MTD activity but the automation to run that calculation (based on Date = yesterday) won't work correctly if numerous records for different dates are all inputted on the same day.
Does that make sense?
Thanks so much for your help!!!
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Christine Pratts
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