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Look up from Self-Join

Question asked by TKnTexas55 on Oct 16, 2018
Latest reply on Oct 16, 2018 by TKnTexas55

I have Fields for EOMDate, Beginning, Sales, and Ending, with a field for EOMLastMonth.  Input is to EOMDate as a date-field.  Beginning, Sales, and Ending are number-fields.  There is ONE record per month.  What I am wanting to do is have a lookup in Beginning to grab the Ending on the record for last month. 

 

I have done these before, but a REALLY long time ago.  I created a relationship from EOMDate and EOMDateLastMonth.  My calculation is working to get the date for last month EOM.  I think the relationship correct.  But I get an error message. 

 

I keyed the first two records.  I would have thought that when I entered 03/31/2018 to the third record, it would populate the MA.ARBegin with the 02/28/2018 MA.AREnding amount.

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