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Aug 21, 2018 07:19 AM
Hi everyone. I’ve been banging my head against this for a while now and decided to ask the community.
In Google Sheets I had a spreadsheet with 2 sheets. One was holding expenditures and with dates, and a formula was used to derive a month and year of the expense. (5/2018, 6/2018, etc). So in an example where I had multiple expenses in a month each would have a separate line with the date, amount (column G), some description, and at the end the ‘month’ formula field (column H).
The second sheet had a 1st column of all months/years value since the records began (Column A), and then a SUMIF(Sheet1!H:H,An,Sheet1:G:G)
I’ve got the tables set up in AirTable, just trying to get the last table to add up all values of a specified column if another column has the same value as the row’s first column in the new table.
Hope this makes sense … Can it be done?
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Sep 24, 2018 03:36 AM
You could also use Grouping, easy and flexible. Moreover, you have Yearly sums.
You could do the same but combined, as you described:
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Sep 13, 2018 05:39 AM
kind of pathetic that no expert said anything here. Is airtable not capable of SUMIF from another table?
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Sep 13, 2018 08:41 AM
No, but I think you could make the IF in the original table and then add a Rollup in the other.
Also, you can see Sums at the bottom of the columns, and you could also create Views with Filters to work like with an IF.
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Sep 23, 2018 04:47 AM
Not sure if or how this would work.
In my example:
Column 1 has date of purchase
Column 4 has the amount
Column 5 has a derived M/YYYY value to allocate to the correct month
Table 2 has Column 1 with all M/YYYY values I’m recording details for. Column 2 has to be looking up the Amount (Table1.Column 4) value, where Table2.Column5 value equals that of the Table2.Column1.
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Sep 24, 2018 03:36 AM
You could also use Grouping, easy and flexible. Moreover, you have Yearly sums.
You could do the same but combined, as you described:
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Apr 04, 2019 03:47 AM
Elias
I had shelved AirTable for a few months because I couldn’t get it working and then life got busy. Just came back to this, and you’re right. I can just do this as a new view with grouping. No need to create a new table with that data as it’s already there!
That’s awesome and I’ve achieved the desired result now.
I can now build on this and would be able to create a graph of the totals for each month/year combination?
Thank you for your help with this so far!
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Apr 04, 2019 08:50 AM
To get a graph for totals on month/year, you could create a view specifically for graphing a period of time that you want to see. Maybe call the view “Graph Period” or something, and then apply a filter to show only a particular date range. Then create a Chart Block based on that view. When you need to see the graph of a particular time period, just adjust the filter, and the Chart Block will update to match your new data.
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