Sep 07, 2019 08:14 AM
Hi, rather a basic question but escaping me at the moment.
If I have a table that has columns Date & Amount, how could I get another table that summarises this data into Week number, Total for Week
Thanks
Sep 08, 2019 06:45 AM
Actually my question is more, how do i auto populate the records of a linked record in a table based on a grouping
Oct 16, 2019 07:18 AM
First off, I’m sorry to see that this wasn’t addressed sooner. :frowning:
What I suggest is using a new view to display the data you’re seeking, instead of building a summary table. The latter could be done, but building a view in the same table would be much easier.
First you’ll need to add a new formula field to your table that will calculate the week number based on the {Date}
field. Name it {Week Number}
, and use the formula: WEEKNUM(Date)
. Feel free to hide this field once it’s made. (Note: if you need to change the day that each calculated week begins, add that as a second argument; i.e. WEEKNUM(Date, "Monday")
)
Next create a new view for your table, naming it something like “Summary” or whatever you prefer. In that view, add a new group that’s driven by the {Week Number}
field. This will make groups by week number, and each group will have its own summary of the values in the {Amount}
field in the summary bar at the top of the group.
Oct 16, 2019 08:29 AM
Thanks for the response, will take a look.
I assume if it’s a view then you cannot have extra info in that view.
I was imagining one table with, for example, date & amount then the next table with week total and then another column to indicated that week had been manually processed etc.
Thanks
Oct 16, 2019 10:02 AM
You can add extra fields, but to the whole Table. In addition, you could hide those fields in the other Views.