Hi There, I am trying to find a way to compare Monthly Rev against Monthly Exp. Each one is from a different table. There are other tables that link off of these tables hence the Primary Field has a unique client name (Table 1) or unique contractor name (Table 2)
I have two tables:
Table One - Client Table (REV)
Client Unique (Primary Field)
Month of Invoice
Table Two - Contractor Table (EXP)
Contractor Unique (Primary Field)
Month of AP
I am making a third table that calculates the Monthly Rev against the Monthly Exp. I have done lookups and rollups but don’t quite have it yet.
Table Three: (Looking to do the following)
Invoice Amount - AP Amount by Month
I have tried linking the tables by Month that that is not working as the Month is not the primary field in Table 1 and 2. I am getting extra fields in those tables when I link table 3 to them. Also if I try doing a Rollup in Table three of any amount by month, I am only getting one amount for that month and not all the amounts.