I am using AirTable for my plumbing company workflow. My base is currently set up with a table for Jobs (each record is a single job with info like data requested, job status, plumber, revenue, etc) and a linked table for Plumbers.
I would like to be able to produce summary reports by week & month. For example, I would like to calculate the revenue generated by plumber for each week into a new record. This way I can summarize with a bar chart showing totally weekly revenue over time with a breakdown by plumber.
In Excel, I would do this by creating a new Summary tab. It would have a table with Plumber Name across the columns and Week Of across the rows. I would SumIf with two arguments (date within a range and plumber name). It would have a final column totally revenue across all plumbers for each week. I could use this data to create various graphs.
How can I recreate this summary in AirTable?