Skip to main content
Question

Compare values with values from previous month

  • September 8, 2017
  • 0 replies
  • 105 views
Is it possible to store values from report, for example from previous month, so that the progress and the differences can be shown in the following month?

I have a list of ongoing projects that show contract values for the next 6 months, and on a monthly basis it needs to be reported to the management. Now each month this report needs to be send, and for it to hold CURRENT ongoing projects and contract values, and PREVIOUS.

Any ideas on how to achieve this?

Kind regards, 

Nenad
    This topic has been closed for replies.

    Here is how I would do it.  If you choose to follows this and get stuck on any steps post back.

    1. Set up a child table to Projects called Project History. Add fields for any values that you want to capture. 
    2. Set up a saved table to table copy to copy all Active Projects into Project history and map the [Record ID#] field into [Related Project] and map the various data fields.
    3. Make report of Active Projects needing their History recorded.  This will be filtered where the maximum date created of the child records is not during the current month.
    4. Make a formula URL button on the Projects record to record the history and refresh the report. (which will now be blank).
    5. Subscribe to a daily report of Projects needing their history copied.
    I will post that formula soon and how to use the history. Gotta do a call now. 
    Terms & ConditionsAccessibility statement