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Hi there, I'm trying to bring a value from a previous row into another row, matching on two conditions.

For context, I am ultimately trying to compare the difference in revenue between two rows, submitted by the same company, in adjacent quarters.

Does anybody know how this could be done? Thank you!

And so you're looking for something like this, but done automatically, is that right?

If so, you could try using an automation to find the previous quarter for you.  How that's done is going to depend on your data setup though, and with reference to the screenshot above I would create a formula field that would output the name of the previous quarter, and then the automation would consist of:

1. Find record action to look for the previous quarter's record
2. Update record action to link the triggering record to the previous quarter's record

Hi Adam, thank you for this! I've had a go at creating this automation and am struggling - what steps do I need to take? 

Thanks again 🙂

Hi Adam, thank you for this! I've had a go at creating this automation and am struggling - what steps do I need to take? 

Thanks again 🙂


I've updated the base with the automation!  The 'Previous quarter' field outputs the name of the previous quarter and pastes it into the linked field, which links it up appropriately

Thank you so much! I really appreciate it 🙂 exactly what I was looking for

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