PO Spend Report - Filter data by date

Question

Hi everyone,I have a relationship with Company<Purchase OrdersI am summarizing a numeric field on the Company Table from the Purchase Orders Table for Total Committed CostsThis way I can see a value for how much we are spending by manufacturer.Is there a way to dynamically select the date used for that relationship of the Purchase Order on my report in the Companies table?  I know I can create two relationship summary fields, one for this year and one for last year.  but what if i wanted to pull 3 years of data?  I need to create a new summary field and a new date?  Is there a way to dynamically filter this?Thanks!------------------------------Ivan Weiss------------------------------

BlakeHarrison · Answer

I'm assuming you're referring to the embedded report the Company record, but I'm not clear on the relation to the summary fields. If you want to always show 3 years of data in an embedded report, you can do this a couple of different ways. Possibly the easiest would be to create a Formula Checkbox field on your PO table and build your criteria there. For this example, I would probably go with something like this:

Year([PO Date])>=Year(Today())-3

You would then use this field in the filter for the Embedded Report.

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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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