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 ...
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I gave this a try. I'll need to see how it works after a few days.
Thanks!
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Christine Pratts
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Thanks!
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Christine Pratts
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Hello,
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!!!
------------------------------
Christine Pratts
------------------------------
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!!!
------------------------------
Christine Pratts
------------------------------
