ContributionsMost RecentMost LikesSolutionsNeed the Annual Evaluation previous year goals rating to not change I am creating an annual evaluation form for my team and for the goals section so we could track those separately, I created a child table to track the goals. I brought over summary reports in the parent table for previous year goals and new goals. What I am struggling with is that next year the previous year rating will not save in let's say the 2023 eval for 2022 - it will auto change so for example if I Opened this form in 2024 - it would change the previous year rating to the 2023 instead of the 2022 it should be. Is there a better way to filter the report or bring over the rating for that previous year or the year before, besides just the previous year summary field. I thought about making a new field and the manager just typing in the rating so it is saved - but I was trying to see if it is possible to be automated and avoid people typing errors. Adding in a screenshot. thank you so much for your help in advance. ------------------------------ Zana ------------------------------ Re: Formula Checkbox field based on a date fieldthank you so much, that worked, I knew I had the null in the wrong place. ------------------------------ Zana Skenderi ------------------------------ Formula Checkbox field based on a date fieldHi, I am trying to set up a formula checkbox field, I needed it to be checked if there is a date in a corresponding date field, if no date I want it to be unchecked. Here is what I have but it has checked all, date and no date. If ([Epic Agreement Sign Date] = null, false, true) Any help would be appreciated. thank you ------------------------------ Zana ------------------------------ Re: Checkbox Formula field for days in the pastthank you so much ------------------------------ Zana Skenderi ------------------------------ Checkbox Formula field for days in the pastHi, I am trying to create a formula field to be checked if the day is more than or equal to 14 days or unchecked if more than 14 days. Is this possible to be put in a formula. I started doing the if function but cannot seem to get the 14 days in the past to work. thank you ------------------------------ Zana ------------------------------ Summary field used in a formula, need to return 0 to blank valuesHi, I have a summary formula of a checkbox to give me a count, in the parent table. I am then taking that field and dividing it with itself. In turn trying to use the formula in a summary formula of a report. but if that particular person has a blank value, it does not work in the formula. I have figured out the error is occurring because it is not calculating the blank as zero. Any help with this formula would be greatly appreciated. I maybe think I need to do the blanks as zeros in the summary formula but not sure how to do it there. This is the formula field that I need to treat blanks as zeros - [Extensive Logged Report Types]/[Extensive Logged Report Types] This is the summary formula of the summary report - (((([Number of Charts]-[# of No Info/Search Fee (tot)]-([Extensive 1 Calculation (tot)]))/([Number of Charts])*0.03)*([Number of Charts]))) thank you for your help ------------------------------ Zana ------------------------------ Re: Date and Time Field from Child to ParentHi, That is exactly what I did, but I was trying to give my management team the ability to pull the totals at will for any dates without having to do a bunch of summary fields for specific time periods. If it is not possible, understood, was just trying to find a workaround. thank you so much for your help. ------------------------------ Zana S ------------------------------ Re: Date and Time Field from Child to Parentthank you Mark, the challenge I am having is that I need to make a formula field that adds the project per team member in addition to 2 other variables. I have not been able to make a formula field in the child table that can add the number records in the child table plus the other variables in one field. I tried Summary formulas in the reporting, but I cannot get all the fields to cooperate. but it works in the parent table. This is the formula I am using but it is limiting to the time frame of the fields I am bringing over. ((([# of Chart Previous Week]+([Extensive Logged Report Types Previous Week]*0.1)+([Total # of No Info/Search Fee Previous Week]/[Quota Multiplier]))/[Previous Week Duration in Seconds])*3600) ------------------------------ Zana S ------------------------------ Re: Date and Time Field from Child to ParentHi, yes that is correct one team member has many projects. in the child table for Projects I do have a completed date and time and that is what I want to bring over. I want to be able to report projects by time frame for the team member, but seems I can only summarize the fields by time frame, I have not found a way to bring everything over and then create reporting in the parents table so I can filter by timeframe. hope this makes sense. thank you ------------------------------ Zana S ------------------------------ Date and Time Field from Child to ParentHi, I am trying to get a date and time field from a child to a parent. I tried Maximum value, but it is not doing what I need it to do. Essentially I need the date and time field to be used as a filter for data that I have brought over to the parent table from the child table. Ex. team members work a project. I need to summarize the # of project per team member for a specific period of time. but I would like to pick the time frame in the parent table. Is this possible? thank you in advance. ------------------------------ Zana S ------------------------------