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Generating and Comparing Month-end Snapshots

stonerose
in Calculation Engine (Define Fields)

Featured Replies

I'm sure this is dead easy, but here goes...

I have a database with a small number of records, and I want to be able to record a snapshot of the content of a few fields on each record as they appear at month-end, and compare them on a month-over-month and quarterly basis.

Can someone suggest the most efficient way of doing this?

I'm afraid the requirements to read bewteen the lines is overwhelming in this case!

It seems like you wish to track changes in fields without breaking this out in a transaction table ... but we need a bit more about the context and purpose - hence the lack of punters to this thread!

--sd

  • Author

It was indeed a transaction table that I was looking for - I eventually stumbled on this John Mark Osborne video detailing how to implement it: video

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