How to dynamicaly calculate sum of all items?

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Jure Judež

• July 29, 2015 20:47

Hi!

I'm new to podio. I was hoping to be able to use it for cash flow forecasting but I'm kind of stuck.

What I would like to ultimately do is show a graph of money balance over a 6 month future timeline.

So I have a Cash Flow app with @Amount and @Date of payment fields. What I need to do is calculate the sum of all the @Amount fields when @Date of current item > @Date previous items. Then I would use the calculation field to draw a graph.

Any ideas?

Thanks in advance!

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  Jure Judež

  • August 01, 2015 20:28

  so... any clues? This is kinda important to me...

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  Rainer Grabowski

  • August 01, 2015 21:03

  You need a second app with an item to which all items of your Cash Flow app are related. There you can get the number in a calculation field

  var amount = @Sum of amount; // from Cash Flow App
  var date = @all of date
  
  moment(date[date.length-1] > moment(String(date[date.length-2])) ? amount : ""
  

  If date current item > date previous get sum of all amounts or show nothing (or whatever you want)

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  Jure Judež

  • August 02, 2015 20:41

  I'm still stuck with this.

  To clarify, I only need calculation that would do this:

  Item    amount    balance calc
  Item1    100$       100$
  Item2     -50$        50$
  Item3      10$        60$
  

  So what i need is sum of all previous items (or previous item calc + current item amount). Something as basic as this surely is possible, right?

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  Andreas Garnæs

  • August 06, 2015 15:01

  Hi Jure,

  For this to work in Podio, you need to connect the entries manually, e.g. Item2 needs to point to Item1, and Item3 needs to Point to item2. You do this with a relationship field. With this in place, you can use a calculation field like so:

  @Sum of Balance + @Amount
  

  Balance is the name of the calculation field.

  Hope this helps!

  Best,
  Andreas

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  Jure Judež

  • August 07, 2015 09:56

  Hi Andreas,

  @Sum of Balance + @Amount
  

  When I try to select @Sum of ... the calculation field doesn't show up in list. It looks like I cannot reference calculation field from calculation field.

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  Rainer Grabowski

  • August 07, 2015 10:25

  Hello Jure,

  calculation fields can be referenced like all other fields. But on "sum of ..." only normal number fields (incl. money) and calculation fields which are number type show up. Maybe the field you're looking for is text (string) type which you can only get by "all of ..." . If you want to use numbers from a text type calculation field for further calculations you have to parse it to number format first. Or you create a new calculation field (the one you're looking for) as number type.

  Rainer

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  Jure Judež

  • August 07, 2015 11:29

  Oh, right! Thanks Rainer! It would be nice if podio would display the type of calculation field somewhere. I can't get this to work thoguh.

  @Sum of Balance + @Amount won't work because it needs to reference back itself.

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  Andreas Garnæs

  • August 10, 2015 07:18

  If you add the relationship-field as described earlier, it will work. The reference isn't pointing back to itself, but to the previous item in the chain so to speak. If Item2 points to Item1, then evaluating @Sum of Balance + @Amount for Item2 will be equal to 100 + -50, where 100 is the balance from Item1 and -50 is the amount from Item2.

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  Jure Judež

  • August 11, 2015 21:27

  Hi Andreas!

  I must be doing something wrong. Because when I try to enter @Sum of Balance into my "Balance" calculation field it doesn't pop up as an option that I could select from. And I'm pretty sure the calc field is indeed a number field.

  Any ideas?

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