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JenniMurray's avatar
JenniMurray
Qrew Cadet
5 years ago

Summary Field to Show Previous Year Data on Current Year Record

Hi! I have a Plans table [parent] related to a Funding table [child]. One Plan record is created per client per year with many Funding records added to it. On a Plan current year's record, I nee...
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MarkShnier__You's avatar
MarkShnier__You
Qrew Champion
No, it's not going to work like you have wanted.

You will need to make a relationship where 1 Plan is related to itself, ie the table related to itself.
Quick Base will ask you if you are sure and then go ahead.

Call the reference field that is created  [Related Last Year Plan].

Then lookup any fields you need from last year to this year.   You will need to edit every Plan to relate them to Last year.  Not sure if this is dozens of records or hundreds or thousands.

If the numbers make this manual approach impossible, then there could be a Plan B which would involve changing the Key field of the Plan table.

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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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JenniMurray's avatar
JenniMurray
Qrew Cadet
5 years ago
Hi Mark,

Thank you for your reply! 

I'll see if your Plan A will work. This is a new build, so not many records will need to be updated.

Thank you :)

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Jenni Murray
Detroit, MI
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