Forum Discussion

anowlan's avatar
anowlan
Data Storage
02-14-2024

How do you create a formula that will calculate/prorate a field over a timeframe?

Looking into how to create a formula that could calculate/prorate a field over a time frame if record crosses over multiple months or even last year to this year.

Example: columns in data model underlined

Start Date 1/26/2024 > End Date 2/4/2024 > Total Days 10 >Total of sale $1000 >

Need to formula that can show me when using Simply Ask-

How many days in January? - Expected 6
How many days in February? - Expected 4
How much money was earned in January? - Prorated a $100 a day x number of days = $600
How much money was earned in February ? - Prorated a $100 a day x number of days = $400

dashboards & reporting

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  • DRay's avatar
    DRay
    Admin
    03-04-2024

    Hello anowlan.

    I'm sorry you haven't gotten a response to this. Please let us know if you still need a solution and we will work to find you an answer.

    Thank you. 

    • anowlan's avatar
      anowlan
      Data Storage
      03-12-2024

      Hello DRay 

      I have not received any feedback on this request.   I have updated the data model to breakdown data day by day and prorated each money field by each day.   Testing this out now.   Thank you for response. 

      • DRay's avatar
        DRay
        Admin
        03-12-2024

        Hi anowlan,

        Thank you for the update. Please keep me posted, we are happy to help if you still need it.