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Posted

My files are controlled with a field called Customer Number, a simple 4 digit number.

I also have a field called "Premium," that each year gets updated with the customers current premium

How do I set up a field/calculation to find last year or the years prior premium?

Basically I'm trying to create a small table that says:

This years premium is: ...

Last years premium was: ...

The year prior was: ...

and then create a chart showing those numbers.

Any help would be greatly appreciated

Matt

Posted

Basically I'm trying to create a small table that says:

This years premium is: ...

Last years premium was: ...

The year prior was: ...

I believe you have already answered the question - except the table should have fields for:

• Year (Number, e.g. 2011)

• CustomerID

• Premium

Then relate this table to Customers, matching by CustomerID.

Posted

Put the premium information in its own table (Year, Premium, etc), along with the Customer Number. Each record should be one year's premium for one customer. Then you can create a relationship Customers::CustomerNumber = Premiums::Customer Number.

Then, create a portal to Premiums and sort it by Year

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