Aug 17, 2017 07:20 AM
Hi all,
my first post here :slightly_smiling_face: after a couple of weeks of using this AMAZING product. I am working on a small private project, where I want to track my expenses and income via forms on my mobile. The final product should be something like a monthly pivot chart which would show my expenses and my income streams over months.
How I used to do this in Excel? I entered as many unique records as there were income/month/year combinations and do a simple pivot chart.
Example of a pivot table I’d like to achieve:
--------------+-----+-------+-------+------+
| jun | jul | aug | sep | (oct...)
--------------+-----+-------+-------+------+
revenue | | | | |
-salary | 2000| 2000| 2000| 2000|
-rent | 100| 100| 100| 100|
costs | | | | |
-utilities | -200| -200| -200| -200|
-car payments| -70| -70| -70| -70|
-vacation | | -500| -500| |
TOTAL: | 1830| 1330| 1330| 1830|
Example of raw data:
- salary jun 2017 1000
- salary jul 2017 1000
- salary aug 2017 1000
- salary sep 2017 1000
- rent jun 2017 -100
- rent aug 2017 -100
- ...
I tried doing this by moving everything into separate micro tables:
Records from CostRevenues
link to multiple records from tables months
and years
since these records repeat… but I am not getting what I want.
Will I have to create 12 salary
records for 12 months in a year?
Thanks!
Alex
Link to Airtable grid view of a problem(GoogleDrive hosted image)
Dec 13, 2020 07:59 AM
Hey Pierce, would you pls share me your approach as well? Or if it is more easier just hit me an email tt@akarni.com. It is really appreciated. Cheers. Have a great coming Christmas:)