Summary Field of a Formula
I'm a longtime QB user and seem to run up against this limitation often. I was wondering if anyone has found a good workaround. My data consists of three fields, "Date", "Division", and "Amount". I...
Forum Discussion
So a Summary report is not good enough for your needs? If that is the case, and you need to have an actual table which holds these values, then you will need to create a table which has a key field which includes the YYYY-MM-NN where the NN is the division number. So you could make that formula in your details data and create a summary report, and then from time to Tom export that list of key field values to a Summary table to update the complete list. Then make a relationship and summarize the data.
Quick base does have a roadmap plan to allow automated table to table copies, so maybe in the future the need to manually create those index records will be eliminated.
The other possibility is that you may be able to use excel to create the next say 10 years of every combination of the YYYY MM and the division, that's probably a better idea.
Quick base does have a roadmap plan to allow automated table to table copies, so maybe in the future the need to manually create those index records will be eliminated.
The other possibility is that you may be able to use excel to create the next say 10 years of every combination of the YYYY MM and the division, that's probably a better idea.