TeamDesk Knowledge Base & Support

basenine 9/10/2014 5:02:01 AM

You'll need a multi reference between the same table i.e.

Table A <--> Table A
Then bring in a summary of the [end of month Total].
It's unusual that you'll have a column in the new month pre filled with last months result already (unless you've set up an auto generated record with a workflow assignment or if you've set the [Start of Month] field to be default-calculated to the summary column you just created ([end of month Total]))...

But, if you do have a field with a total already in it, you'll need another field to add that to the [end of month Total]. You can also set up a button to go through and update all [Start of Month] columns.

Let me know if that helps you out - I created the same my self for a CashFlow table that links Expenses and Sales
Cheers - Brett

basenine 9/12/2014 5:54:45 PM

Dang it Jenkins.....multi relation! Not multi reference. Sorry 😓

Rebecca Sell 6/9/2015 9:26:15 AM

Thanks, that does the trick.
I also set up a table of MONTH, each MONTH record holding the previous month as a field (eg month record 201505 has a field for the prev month of 201504).

Then a multi-reference link, as you say, to the same table, bringing in the previous month reference, and then finding the data from those records as a summary.

It works, an automatically updates changes in previous months.

Rebecca