I'm new to Airtable hoping it can help me to design an Investment Tracker including forecast reporting and graphs for the next X years. If I have an investment which is saved in a table with eg.
Start date End date Amount Interest (per month or year) Exit fee at end of duration Interest payment (month/qtr/yr/rollup)
I want to get rid of the 'Excel way of working' where I have to create a large spreadsheet with 12 months a year and many fields to fill. What would be the best way or workaround to have reporting values per month/qtr/yr?
Reporting in terms of return per... / Cash Flow per... / etc.
Hi Yvo, you can do this with an automation. Use a formula field to display the month, quarter or year value of that record, and use the automation to copy that value into a linked field to the appropriate table.
Thx! That's a nice example. But I still have to enter every row in the Data View. How to get all those values inbetween the periode when entering only a starting date (01/01/23) and end date (31/12/26) ? For example when you enter 'monthly interest' as additional value, it should be possible to make a report or graph with alle monthly calculated fields over those 3 yrs (instead of filling out 36 rows like in Excel).