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Jun 30, 2020 01:01 PM
Heya ! I’m having trouble with this one ! It is not a problem specific to AirTable : it would be the same with any other relational database, and it is an open one…
What I’m aware of : the most consistent solution would be to have a single ‘Ledger’ table containing both income and expenses.
Reason why I would prefer separate tables :
My need : I simply want to compute a monthly net revenue bar chart in a block ! (btw, I’m literally loving the power of AirTable blocks :smiling_face_with_three_hearts: ). Obviously, I would like it entirely automated, and as simple as possible
My thoughts :
Therefore, I submit the question to the community : how did / would you do it ?
Happy Airtabling !
Solved! Go to Solution.
Jun 30, 2020 02:28 PM
[Replying to my own problem, for someone in need in the future…]
After some research and some thought, the best way in my opinion (as in most cases with relational databases, which is perfectly explained by the AirTable team) is to merge ‘Income’ and ‘Expenses’ tables into a single ‘Ledger’ table.
To achieve that, I had to create a master table ‘Ledger’ with :
Then, I created two grid views, each one mirroring my initial tables, including the order of fields, to mimic perfectly what I already had.
Finally, COPY/PASTE all records from each table in a single CTRL+C / CTRL+V move. Worked like a charm (thx AirTable).
Once everything is set up, creating a bar chart for net revenue becomes a piece of cake (using a formula field giving +/- sign to $amount depending on Type Income/Expense).
If anyone has a better way to handle income / expense / ledger, I will listen even in a distant future :winking_face:
Jun 30, 2020 02:28 PM
[Replying to my own problem, for someone in need in the future…]
After some research and some thought, the best way in my opinion (as in most cases with relational databases, which is perfectly explained by the AirTable team) is to merge ‘Income’ and ‘Expenses’ tables into a single ‘Ledger’ table.
To achieve that, I had to create a master table ‘Ledger’ with :
Then, I created two grid views, each one mirroring my initial tables, including the order of fields, to mimic perfectly what I already had.
Finally, COPY/PASTE all records from each table in a single CTRL+C / CTRL+V move. Worked like a charm (thx AirTable).
Once everything is set up, creating a bar chart for net revenue becomes a piece of cake (using a formula field giving +/- sign to $amount depending on Type Income/Expense).
If anyone has a better way to handle income / expense / ledger, I will listen even in a distant future :winking_face: