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Option to have rollups be affected by filters and views

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5 - Automation Enthusiast
5 - Automation Enthusiast

Hey all,

I would love an option to allow certain rollups to take into account filters and views.

My use case is the following: I have a budgeting base where I add transactions to a table. In a different table, I show the sum of these transactions per budget category. The catch is that since the budget is monthly, I only want to see transactions for the current month.

The current approach for this outlined on this help article is to add another column to the transactions table that shows a conditional amount. That’s fine and well but the problem lies when I want to view transactions / budgets for a different period. Whether it be for a different month or for a random period. I then have to go mess around in the conditional formula which seems very hacky to me. In addition to that, the filtering tools are wonderful and it sucks that I can’t leverage those and instead have to bust out functions and what not just to view my data a little differently.

For example, it would be wonderful to have a saved view for “current month” and then a regular view where I can tweak the filters to whatever I want.

Thank you

1 Comment
5 - Automation Enthusiast
5 - Automation Enthusiast

Alternatively, a place to set values accessible by all tables would mitigate this problem somewhat.