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EmberKrumwied's avatar
EmberKrumwied
Qrew Captain
22 hours ago
Solved

Search for Records with no new entries?

I'm trying to determine the best way to analyze records in a single table and return a list of records that had an entry 07-01-2025 but DON'T have an entry for 08-01-2025. I tried a simple table report that had 2 conditions Rate Date is equal to 07-01-2025 and Rate Date is not equal to 08-01-2025, but that just gave me the list of records that did have an entry on 07-01-2025. I'm trying to see which records from 07-01-2025 do not have a record for 08-01-2025.

  • One way is to make a summary checkbox field on the Asset to flag if it has any rates for 07-01-2025. Then duplicate that but make it for 08-01-2025.

    Then its easy to make a report on the asset table for records with a rate for july but not August.

    However, that means someone with admin privileges has to go in and change the summary fields each month or from time to time.  

    But if you want a solution that can be used by regular users so they don't have to bug you each month, I would set up a table called Rate Filters and enter a single record and then lock down permissions so that no one can add or delete.

    Create two fields called [Focus Date 1] and [Focus Date 2].

    The single record will be [Record ID#] = 1

    Make a relationship back to all Rates with a reference field on the rates table of a formula numeric with a formula of 1.  

    Look up [Focus DATE 1] and [Focus Date 2] down to Rates.

    Then have a checkbox formula field which is true if [Rate Date] = [Focus Date 1] called it say [Asset has Focus Date 1?]

    Duplcate for [Asset has Focus Date 2?]

    Now make a report of Assets where 

    [Asset has Focus Date 1?] is checked but 

    [Asset has Focus Date 2?] is not checked.

    Finally, to be nice to the users, use the report link field which came with the relationship and put it on your form and put that report above on the Rate Filters form (show in View mode only) , so that as soon as the user edits and saves the date fields, the report will be sitting right there for them. 

     

     

12 Replies

  • So I got a little closer...I added a summary field on the Assets Table to display True/False if there are any Related Rental Rate records related to the Asset if Compare Date? is checked and Search Date? is not checked. If I then create a filter report in the Assets table to display those Assets with a false result, it does give me a list of Assets, but the total isn't correct. This report should give me 43 Assets but it only gives me 33.

      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        You need to have two summary checkbox fields one to determine if the asset has a rate record child with a rate date matching [Date 1] and another summary checkbox field to see if it has any rates with rate date matching [Date 2]

  • I think I might have missed something as this solution isn't working as intended.

    I created a new Table Rate Filter with Record ID#, Compare Date, and Search Date. Added 1 record.

    In my Rates Table, I created a Rate Filter ID (formula numeric = 1). Then I made a relationship between the Rates and Rate Filter using linking to the Rate Filter ID formula field created. I Looked up the Compare Date and Search Date files from Rate Filter. I then created 2 formula checkboxes:

    [Compare Date?] (If Rate Start Date = Compare Date, then true, false)

    [Search Date?] (If Rate Start Date = Search Date, then true, false)

    In my Rates Table I created a new table report that filters my Rates:

    If Compare Date is checked and Search Date is not checked.

    What returned was a listing of all the instances where an Asset had a record for the Compare Date entry but not one for the Search Date entry. So basically over a thousand records. 

    When I run a straight report from my Rates table to see how many rate entries there were for 07-01-2025 I get a total of 345. When I run it again to see how many rate entries there were for 08-01-2025 I get 302. My goal for this report is, when ran, it would show me ONLY the 43 Assets that appear in July but didn't appear in August.

    I tried reversing my entries (so that the 08-01-2025 was the compare date and 07-01-2025 was the search date I get the same results.

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend

      The Report you will run will be on the Assets Table, not the Rates table.

      You need to go to the Relationship and make those two summary fields which I described.

      • EmberKrumwied's avatar
        EmberKrumwied
        Qrew Captain

        That did it! I was trying to combine both search/filter criteria into a single summary field. When I add them separately I can see the 2 different checkboxes. Now I can create the different variations to see either the Assets with Rates in July but not August or Assets with Rates in August but not July.

        Thank you so much. I shall name thee the Quickbase Whisperer. 

  • Thanks Mark, yes I had explored your first suggestion, but as you mentioned, an Admin (or someone with higher access) would need to manually update each time this report would need to be ran (which may not be that often, but...). That way could lead to other things getting broken in the process.

    I think I understand your second suggestion, confused on:

    "Make a relationship back to all Rates with a reference field on the rates table of a formula numeric with a formula of 1."

    I think I understand the purpose, so that each and every Rate record (now and in the future) would all relate to the single Rate Filter record. But why must it be a formula numeric reference field? Couldn't it just be a simple numeric field with a default value of 1?

    In the end your solution is offering a pathway for users to use the Rate Filters form to enter the 2 dates they would like to compare, which would then display those Assets not meeting those search parameters. Lovely.

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend

      ... the reason for a formula of 1 is that it ensures that there is a 1 in every record, new and old, so fool proof.  :)

  • Yes. This is a Rate sheet. Rates relate to Assets (1 Asset can have many rates). I would like to see which Assets had a Rate for 07-01-2025 but don't have one for 08-01-2025. I ran a report to show Assets with Rates for 07-01-2025 and 08-01-2025, downloaded to csv, then used conditional formatting to identify duplicate Asset #'s (thus seeing which ones weren't duplicated). The report returned a total of 646 rates and of those 40 weren't duplicated, thus missing their 08-01-2025 rate.

    Was just looking for an "in-system" way to replicate the same results. A way to display the 40 Asset numbers that had a rate in July but not one in August.

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend

      One way is to make a summary checkbox field on the Asset to flag if it has any rates for 07-01-2025. Then duplicate that but make it for 08-01-2025.

      Then its easy to make a report on the asset table for records with a rate for july but not August.

      However, that means someone with admin privileges has to go in and change the summary fields each month or from time to time.  

      But if you want a solution that can be used by regular users so they don't have to bug you each month, I would set up a table called Rate Filters and enter a single record and then lock down permissions so that no one can add or delete.

      Create two fields called [Focus Date 1] and [Focus Date 2].

      The single record will be [Record ID#] = 1

      Make a relationship back to all Rates with a reference field on the rates table of a formula numeric with a formula of 1.  

      Look up [Focus DATE 1] and [Focus Date 2] down to Rates.

      Then have a checkbox formula field which is true if [Rate Date] = [Focus Date 1] called it say [Asset has Focus Date 1?]

      Duplcate for [Asset has Focus Date 2?]

      Now make a report of Assets where 

      [Asset has Focus Date 1?] is checked but 

      [Asset has Focus Date 2?] is not checked.

      Finally, to be nice to the users, use the report link field which came with the relationship and put it on your form and put that report above on the Rate Filters form (show in View mode only) , so that as soon as the user edits and saves the date fields, the report will be sitting right there for them. 

       

       

  • I am having some difficulty exactly understanding your question. Is there another field on the table like a customer name or something like that and you're trying to find out which customers have an entry on July 1 but not August 1?