Forum Discussion

MarkCorcoran's avatar
MarkCorcoran
Qrew Cadet
9 years ago

Table that records Monthly Values of column in another table.

I'm new to quickbase so please bear with me. I have a table (product details) for our company inventory.  One of the fields is a formula field called [inventory value].  This field calculates the v...
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
9 years ago
well, my real suggestion is to set up a subscription report to come monthly which is has a total and then manually key in the number once a month.

The advantage of that method is that even if you were late in King the number of the inventory value will have been recorded at the exact month end and you can key it in at your leisure anytime.

But I will post back with a semi automated solution when I get a chance.
  • MarkCorcoran's avatar
    MarkCorcoran
    Qrew Cadet
    9 years ago
    Cool, I wasn't familiar with subscription reports.  That will work, but I would still be interested in seeing an automated solution, as i have other cases where I will need to sum and/or count table field data, then use that information in formula fields.
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    9 years ago
    It's hard to answer a general question, but one way if recording values is to make a table report or a summary report and use the "More..." button to copy the results to another table.

    If you set up your report to include the Key field of the target table, it will either update existing records or add new ones.

    You could set the key field, for example to be a concatenated field of product and date. Like
    XYZ - 2017-12-01