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Question

Date Reference Proxy fields

  • July 21, 2017
  • 0 replies
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What I am trying to achieve?

I have 2 tables.

Expense Table which has a field for Expense Date (of type Date)
We are managing our expenses by the fiscal calendar. I have a separate table (Fiscal date table) that maps the cal date to the fiscal month/quarter/year.

On the Expense table form, when I select the expense date I want to be able to see fiscal month/quarter associated with it.

I cannot directly use the calendar date(from the Fiscal date table) on the form because that shows up as proxy field and doesn't open up in a calendar format.

Any suggestions ??

Appreciate the help.  
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  • Registered
  • July 21, 2017
An option is to have the date formulaically connect to the fiscal year.  Then you can bring all the year/qtr/month, balance, etc. as lookup fields.

How is your 'Fiscal Year' table set up?  What is the Key Field (if not the Record ID#)?  What type of information do you have there?
Just trying to get some context so my next description makes more sense.

  • Author
  • Registered
  • July 24, 2017
Thanks a lot for your help Matt. This is definitely helpful. I really didn't know we could use reference fields as formulas.