I wish to calculate a value in a field which is dependent on a value of the same field but a different record.
For example, amount this year = amount last year + (units consumed this year)
How do I refer to the last year's amount?
I have attached an excel file which has information on the scenario I wish to mimic. The amount column is a calculated column and that is the column I wish to calculate in QuickBase.
So you example if you made a field with the formula [year]-1 called [Last Year] and made a relationships of the table to itself based on that field, then you would be able to lookup values form the [year]-1 record into the current year record.
I don't know how complicated you app is and if you have ever changed a Key field before, but if you are at all uneasy, then make a copy of you app so you can test on a copy of your app first.
Thank you for your response. I performed the following steps:
1. Created a new formula field, Last Year, in the same table.
2. Formed a new relationship with the table with itself. On the details table side, "Last Year" is the reference field and the look up value is the amount.
But it doesn't work. I thought once I have the "Last Year" field, I will have it look up the amount of the last year in the current year record.
I am sure I missed a critical step in the process suggested by you. Can you please help me?