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Question

Summary Report Columns showing Month End

  • April 30, 2020
  • 0 replies
  • 14 views
Simple Account Database with two tables
first table - account name and account number
second table - account value and day

Report i am looking for is a summary report by month showing end of month value

Name   Jan  Feb Mar etc
Smith  10     20    30

The summary report I get adds all the values in that month together

obviously new to qbase, thanks in advance for any help



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Nicholas Neilio
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MarkShnierYou
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  • MarkShnierYou
  • Quickbase Alumni
  • April 30, 2020
Well, assuming that in fact you have data for every day of the moth for every account, then you can make a checkbox formula flag field on the child daily values table called [Last Day of the Month?].

[Date] = LastDayOfMonth([Date]) 

Then add that filter to your summary report.

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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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