Thanks @Katherine_Duh! That really helped! Now I have a rollup field that has the date they started (first appointment). I then made another field/column that is a dateformat column to pull out the month/year. I want to then calculate how many new clients in each month by practitioner.
- invoice ID
- Patient ID
- Issue Date
- Date they started (MIN rollup from the invoices table - issue date)
- Month/year they started (DATETIME formula to pul MM/YYYY from the Date they started rollup field)
Now I would like to have a table that has (or somewhere note) t# of new clients by month for each practitioner.
So the count all the clients who started (first invoice) in 01/2016 for Practitioner Mary, and in that same month for Practitioner John, etc
Then do the same for 02/2106.
I started to create a table with “Month they started” as primary field but I could not link it back to the Clients->Month they started field since it was a primary field. Then I tried to put the number of new clients by month they started in the Practitioners Table but seems like I need another table?
Any advice would be appreciated. Thanks!