How To Set up A Calculating Function

Are you saying that you’d like a table that looks something like this?

Totals    Year    Expense 1    Expense 2    Total after Expenses
500       2020    100          100          300
400       2020    50           50           300
-----------------------------------------------
900                                         600

If not, could you describe a bit more about what kind of data you’ll be working with?

Totals    Year    Expense 1    Expense 2    Total after Expenses
500       2020    100          100          300
400       2020    50           50           300
-----------------------------------------------
900                                         600

Hi @Zollie

Yes. This is the setup I was was thinking about and preferably all in one table.

I just don’t know how to set up the formulas/calculations. I can set up the base myself.

Thank you,

Mary

Thanks Mary. So using this example:

Totals    Year    Expense 1    Expense 2    Total after Expenses
500       2020    100          100          300
400       2020    50           50           300

Total After Expenses

‘Total after Expenses’ has the following formula:
{Total} - SUM({Expense 1},{Expense 2})

If you want to name your columns differently, just make sure you replace the column names in the formula (‘Total’, ‘Expense 1’, 'Expense 2). If you end up needing to add more expense fields, just add the new field(s) to the SUM function like this:

{Total} - SUM({Expense 1},{Expense 2},{Expense 3})

Grouping for Sums

Then if you group the table by the year field, each group should provide a summation of all the values under that year. Like so:

If those aren’t displaying automatically see the summary documentation.