Hi Everyone,
I can't seem to figure out how to make a summary of all the expense records within a category. I have a table with expense names with their respective number values and a single select to categorize the expense.
However when in the interface designer I can't seem to "rollup" "sum(value)" per category to report the high level rather than every list item.
Try adding a "Number" element, making it only show specific records and filter to the category, and make it a field summary that sums on your amount field:
Try adding a "Number" element, making it only show specific records and filter to the category, and make it a field summary that sums on your amount field:
Hi @TheTimeSavingCo Is there a way for the roll-up to be displayed in a table alongside the category names, without having to create a "Number" element for every single category?
For example, just a table that lists every category and the roll-up
Category Name | Total Spend
A | $200
B | $100
C | $300
Hi @TheTimeSavingCo Is there a way for the roll-up to be displayed in a table alongside the category names, without having to create a "Number" element for every single category?
For example, just a table that lists every category and the roll-up
Category Name | Total Spend
A | $200
B | $100
C | $300
Hi @Lillian_Lin ! Hmm, in that situation I think I'd create a new table with all that rolled up data and just display that table in the interface instead. I take it there's a business need that prevents you from doing so?
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