Skip to main content
Question

Formula to get a value of a field from a record that is one month older than another record

  • August 31, 2020
  • 0 replies
  • 55 views
MattMakris
Forum|alt.badge.img+7
I have a table in our CRM that keeps track of what clients are spending. Every day a copy of all of the client information including the spend is saved to that table (copies all field values from `Clients` table to `Daily Client Snapshots` table). In the `Daily Client Snapshots` table, I'd like to be able to compare the spend for that day to the spend 30 days in the past. Is there a way to calculate the $ difference in each row?

------------------------------
Matt Makris
------------------------------
This topic has been closed for replies.

  • DougHines
  • Registered
  • September 1, 2020
Could you possibly utilize a summary field  in the Client Snapshot table? Set the summary to get the total value of spending (assuming you have that in a field somewhere), where the creation date of the snapshot is 30 days in the past.  Then you could add a report formula field to calculate the difference between this newly added field with the snapshot data already in the system.


------------------------------
Douglas | dhines@tritonnet.com
|
Service Delivery Coordinator | Tier II Support | Systems
------------------------------
MarkShnierYou
Forum|alt.badge.img+24
You could change the key field if the snapshot table to be a text field populated in the format 

Related Client - Date

then, you would be able to calculate any previous date and calculate a field to be used in a relationship of the snapshot table to itself.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Mark Shnier. Your Quickbase Coach
Terms & ConditionsAccessibility statement