Formula with fields from other tables

Topic Labels: Formulas
386 1
Showing results for 
Search instead for 
Did you mean: 
5 - Automation Enthusiast
5 - Automation Enthusiast


I have a standard rate sheet where I share different charges to my clients. Sometimes, some clients have better rates than others, thus I have to have one rate sheet for each client in excel files.

I want to create a single general rate sheet and create a rules table, so that I can add/subtract a specific amout or a percentage to a specific client. After that, I would need a kind of dynamic rate sheet where I can see the resulting rates for a specific client.

The formula that I am thinking about is: Base rate + extra value + extra percentage.

The last 2 values should be extracted from the rules table for the specific client, 

This is the structure of my database:

TABLE 1: Ratesheet Columns: Name, Rate, Min, Max, Tags, Notes, Rules (link)
TABLE 2: Clients Columns: Name, Notes, Rules (link)
TABLE 3: Rules Columns: Name, Add value, Add percentage, Clients (link), Ratesheet (link)

1 Reply 1
18 - Pluto
18 - Pluto

What issues are you facing setting this up now?  Lookup fields would be perfect for your use case it feels like