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Feeling a little stupid because I can’t figure out how to do this. It is a simple task on a spreadsheet, but I have failed in all my attempts to get it to work.


I am managing a construction project and I have creating 2 tables, One for electrical costs and another for Sprinklers Cost.


I then created a third table, which I call it Dashboard. The intention with that table is to show the sums of all costs from the other tables.


For example, on the sprinklers table, I have a column (Quote) with all the costs I have incurred so far. I did the same thing on the Electrical table. On the Dashboard table I have created a record for Sprinklers and another for Electrical, and for each record I need to show the sum of the costs for the tables Electrical and Sprinklers


As per the images attached, I want to be able to show the value of $14,300 (sum of all costs on the column “Quote” of the Electrical table) on the record of Electrical #200, at column “Total Paid so far” on the Dashboard Table. I also want to show the amount of $8,500 (sum of all the costs on the “sprinklers” table on the “Sprinklers” record), at “Quote” Column) at the “Total Paid so far” column, on the Dashboard table,.


Can anyone please tell me what I need to do to accomplish that task?


I would appreciate any response.


P.S. Since I am new user, I could only upload one image (dashboard).


I need the same solution!!


Hi Alex. You don’t need to set up a dashboard table, nor keeping separate tables for electrical and sprinklers . Unless you need them separate for a specific purpose it is better to have only one table to input your costs with one column specifying the type of cost. You can then group your records by type of cost and airtable will show totals as you wanted.

Alternatively if you want for whatever reason to have your dashboard table you only have to define the cost types (electrical, sprinkler…), as you already have, as the key of your dashboard table. Use only one table for your costs. This costs table must have a column for the cost type, linked to the dashboard table. Finally, define the total paid column in the dashboard table to summarize the costs in the costs table.


I have a similar VIEW I am trying to create with different parameters.      I produce a show. Each day the show runs we have Staffing Costs.   So I’ve created a Table that has a record for each DATE of the show.   

 

Then for each date I have staffing costs fields that total each day for each different type of staff. (Stewards, Security, Parking attendants etc….)

I want to find Totals for each vendor so I can view each Vendors total Contract for the full run of shows and send that to the accounting department to create a PO for each of the vendors.  

 

My issue is that I can’t seem to get a Total for each separate type of Staff member and associated Vendor.   It feels like it should be simple especially because it has a summary at the bottom of the Table that has the totals but I can’t make a VIEW of those totals as a separate TABLE or VIEW. 

 

I got close with PIVOT TABLES but can’t seem to get it with the correct parameters. Super frustrated and spending lot’s of time on this.  

 

Thank you for any suggestions. 

 

 


Does this look right?  If so, you can check it out here

 


Thank you for taking time to build this example.   {I think it triggered my Trauma from my experiences with Matrix Algebra in College as my mind goes blank when trying to keep the relationships / dependencies straight across more than two tables.}    

 

  • Each Show Date has only 1 show.
  • Each show  has several vendors.
  • Each vendor has a different amount of individual costs associated with the show
  • Each Cost has to be categorized by a Budget code - ( different costs might share same budget code)
  • There are 45 shows 

 

I have a record established for each Show Date 

I have a Field/Column established for each cost ( Date, Weekday, Show #, Name of Cost, Daily total for each cost, Budget Code, Vendor)

 

I would like to create a table to display total cost by : 1) Vendor 2) Budget Code

 

I hope this makes sense coming from someone with a 60% creative mind 40% logical mind

thank you


I have a Field/Column established for each cost ( Date, Weekday, Show #, Name of Cost, Daily total for each cost, Budget Code, Vendor)

Hmm, does this mean that if you have 5 vendors, you’ve got 5 fields?  If so, I’d recommend restructuring the base so that each cost is a single record in another table instead of a bunch of fields (this is kind of the way Airtable expects to be used I’m afraid).  Once you do that it’ll be much easier to get the data to display the way you want

If not, you’re going to need a combination of a whole bunch of formulas and automations to get that display.  The problem with that is that it’s going to be super fragile and also you’d have to mess with it if you ever added another cost (and thus a bunch of new fields)


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