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Question

Need help with month to date formula

  • June 25, 2020
  • 0 replies
  • 74 views
Hello, 

I have a field that tracks the number of transactions for a client. Each day, a new record is created adding the new day's activity (# of transactions for that day) per client. I need help writing a formula that will calculate the month to date value of that field so that as the new activity is added, this field will calculate the rolling month to date totals. 

Thanks!

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Christine Pratts
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MarkShnierYou
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  • MarkShnierYou
  • Quickbase Alumni
  • June 25, 2020
You can make a table called Months with dates of the first of the month using excel and load up 20 years worth of dates.  120 records.  Make the date the Key field.

Make a relationships to transactions and let it create a new field for you called Related Date.

Edit that field to rename it to be called [First of the Month] and change the type to be formula date with the formula 
FirstDayOfMonth([my transaction date field])

Make a relationship where One Month has many Transactions based on that[First of the Month].

Make Summary of total # of transactions called [MTD Transactions].

​Look up that field down to Transactions.

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