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Hello together!


first, thanks for the wonderful app I just found!


I set up several tables which essentially track sales. There are three different product categories, for each of them I set up a table names with the category ID. The three tables are identically, basically consisting of a unique product ID, date of sale and amount for the product (calculated using a formula from other fields).


What I am now trying to figure out is a way to calculate the total amount of all sales by month and by product category. Ideally I could somehow show the total income for all product categories in a given month or for a given month classified by product category.


Is it possible with Airtables or does anyone have a good idea for a 3rd party app that does that?


Thanks!

Striatum

On the desktop version, if you create a view that filters your records, there is an autosum at the bottom of each column.

Check out rollups… 🙂


I’ve been trying to do something similar to the OP. Rollups seemed promising, but it looks like you can only perform roll-ups on linked fields, which essentially tokenizes the values in the field. And once a field is linked/tokenized, it doesn’t behave as a date or formula field anymore.


So in my case, ideally I’d have a single date field (that I manually input), an Expense Amt ($) field, and then be able to roll up the sum of the Expense Amt based on the month of the date field. But, as soon as I do the roll-up, the date field gets tokenized, and then acts like a category/single select field, instead of a date field. Same happens if I try to create a Month formula field to derive the month from the date field.


Any ideas would be greatly appreciated!

I’ve been trying to do something similar to the OP. Rollups seemed promising, but it looks like you can only perform roll-ups on linked fields, which essentially tokenizes the values in the field. And once a field is linked/tokenized, it doesn’t behave as a date or formula field anymore.


So in my case, ideally I’d have a single date field (that I manually input), an Expense Amt ($) field, and then be able to roll up the sum of the Expense Amt based on the month of the date field. But, as soon as I do the roll-up, the date field gets tokenized, and then acts like a category/single select field, instead of a date field. Same happens if I try to create a Month formula field to derive the month from the date field.


Any ideas would be greatly appreciated!


You could make a ‘Month’ table and enter the expense & a link to the month in your details table (instead of using a formula). Now in the ‘Month’ table you could do a rollup.


Not ideal, but a sum of the cash flow non the less.

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