![]() ![]() Essentially, any extra transactions are divided by all the months and the avg is taken that way. Its slightly less accurate than taking an exact sum for each month before avg, but for my purposes it is close enough. So, in the category table with the roll up field, I set the formula to sum(values)/12, with a filter of values within the last year. But some categories have multiple transaction per category per month, and I dont want to create a third redundant table just for this. If there is one transaction per month per category, avg is easy. I have a categories table that has a field returning the avg for each category, and a monthly budget table that has each individual transaction. My use case is a budget sheet where I have 2 variables to roll up the avg for, the category and the month. So what we would need is a balance per project per item.ĭoes anyone know of a workaround for have a creative work around that may help someone. That is the main challenge, and for the “missing” and “over” we don’t know for which items within the project. Then it will say the ins and outs of the project are matching, but in fact the client gave us back 1 too much of Item A and still haven’t gave us back the Item B. IF(SUM(values)<0,”SUM(values)&” Missing”,īut the balance matching can be wrong in a project: So for that last point, in the project table, we did a rollup from the transactions table on the “QTY movement” with a formula saying: Now what we want is to know if the client gave us back all the scaffolding we lent to them (or too much as it happens sometimes cause they are also borrowing materials from other companies…), and the difficulty is that a project can last for months and there can be a lot of deliveries happening and a lot of collections (for a single item and also for many items within a project). Create a rollup field in that follows the link back to and referecnes the ”, and this is working fine.a linked record from the table to the table indicating in which month the report is filed.a field (single-select, preferably, or single-line text) containing the technician’s name.I’m assuming you don’t have a per-technician linked record instead, you have I want to sum up the total reports per technician per monthĭo you mean you want to count how many reports each technician filed, or do you need to sum a per-report value per technician?
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