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How to roll-up to match dates in one row in one column to dates (1:many) in another table?

  • May 28, 2024
  • 1 reply
  • 20 views

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Hi - I am trying to do a daily balance and bills owed table and am wanting to match expected income so that the dates match. Ideally it would also have a daily exchange rate. 

I am just not sure how to match and roll-up based on varrying criteria without needing a new column for each date. 

How do I do this? Do I need a third table?

1 reply

TheTimeSavingCo
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Hmm, yeah I think you'd need a new table where each record represented a single day:


And you could use automations to link the records appropriately.  Not entirely sure I understood your question though, sorry if I got something wrong!