Any idea if this calculation is possible?
Hi all,
I am new to Podio and am struggling with the calculations. I want to achieve something but I don't even know if it's possible.
I have 2 apps called investors and deals. In the investor app I have a field that says how much money in total that investor wants to invest. Now I want to calculate the money (per investor) that is still available for investing in deals by subtracting the amount that the investor already has invested in deals from the total amount they want to invest to get the amount available for investing for that specific investor. So the calculation should look like this: Total amount to invest  amount invested in deals = amount available for investing.
In the deals app I have created 3 relationship fields (because each deal can have a maximum of 3 different investors) called investor 1, investor 2 and investor 3 to select the specific investors for that deal and 3 currency fields called amount invested by investor 1, 2 and 3. The goal is to use these amounts in my calculation.
I hope it's possible to achieve this. Thanks in advance for your help!
Maurice

Hi Maurice,
I have created spreadsheet prototype screenshots for your application.
It includes Investors, Deals, TotalFunds for investment, Remaining Funds for Investment etc.
Neal
NealPatil @ gmx.com

Investors :

Investor Deals :

Hi Neal,
Thanks for your reply! The prototype spreadsheet you posted is exactly what I am trying to achieve. The investor fields in the deals app are relationship fields so in the investor 1 field in my deals app for a certain deal it can be mister Smith and for another deal the investor 1 field can be mister Jones etc.
Best regards,
Maurice

Hi Maurice,
My recommendation is not to use Investor1 for different persons. Because when you create reports later on at that time you can just mention investor1 and it would be always Mr. Smith. Otherwise reporting for Investors will become complex.
It means Investors are like the following.
Investor1 Mr. Smith
Investor2 Mr. Jones
Investor3 Mr. Smiley
Investor4 Mr. Ford
Investor5 Mr. Honda
InvestorDeals will be like the following:
Investor Deal Amount
Investor1 Deal1 100
Investor2 Deal1 200
Investor3 Deal1 300
Investor3 Deal2 50
Investor4 Deal2 150
Investor5 Deal2 200
Report about Investors : Then you can say that
Investor1 invested total 100
investor2 invested total 200
investor3 invested total 350(i.e. 300 + 50)
investor4 invested total 150
investor5 invested total 200
Regards,
Neal
NealPatil @ gmx.com

Hi Maurice,
that's very simple, you don't need any code for that and you can keep your set up:
Enter in your calculation field
@sum of amount
and you'll get a list (in the popup) where you see 9 "Sum of Amount invested by"variables divided in 3 sections:
via Investor 1, via investor 2, via investor 3At first select "Sum of Amount invested by Investor 1" in the first section (via Investor 1), then "Sum of Amount invested by Investor 2" in the second section, then "Sum of Amount invested by Investor 3" in the third section. These 3 you have to add and their sum must be subtracted from "Total" (= "the field that says how much money in total that investor wants to invest."). At the end your calculation looks like:
@total  (@Sum of Amount invested by Investor 1 + @Sum of Amount invested by Investor 2 + @Sum of Amount invested by Investor 3)
The sum is the amount that's available for this investor.
Rainer
Please sign in to leave a comment.
Comments
4 comments