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SUM Revenue Totals By Customer - Need Help

  • September 1, 2020
  • 1 reply
  • 15 views

I have a table called “Time Assignments”

Project Name (Linked field to Project table)
Month
Revenue

Example records:
Acme Shop, August 2020, $1500
Acme Shop, August 2020, $1200
Joe Smoe, August 2020, $750
Joe Smoe, August 2020, $750
Joe Smoe, August 2020, $1150
Crystal Palace, August 2020, $500
Acme Shop, September 2020, $1500
Acme Shop, September 2020, $1200
Joe Smoe, September 2020, $1150
Crystal Palace, September 2020, $500

I want to sum the total revenue by Customer Name and Month in another table (Calc). So I want to see…
Acme Shop, August 2020, $2700
Acme Shop, September 2020, $2700
Joe Smoe, August 2020, $2650
Joe Smoe, September 2020, $1150
Crystal Palace, August 2020, $500
Crystal Palace, September 2020, $500

Any ideas?

1 reply

Forum|alt.badge.img+9
  • Known Participant
  • September 3, 2020

Hi there,
I think you can easily do it with groups:

you can see the ‘live’ table here:

Good luck!