Cash calculation daily/weekly/monthly
Dear Podio,
I have App A: Record money spend of each employee and reason to spend the money. The template is as follow
|
Reason - Relationship field (not category) |
For exam: Eating, Buying, Travel... |
|
Employee - Contact field |
For exam: Mr A, Mr B, Ms C... |
|
Amount of money - number field |
For exam: 500, 1000, 2000$... |
|
Date - date fleld |
For exam: 02 Mar 2016 |
Im App B, I want these Field in app B:
- Total money spent daily,for all reason, by all employee.
- Total money spent daily for each reason, by all employee. Or have a date selector, change this date to see the related report.
- Total money spent daily for all reason, by each employee. Or have an employee contact field, change this contact field to see the related report.
- Total money spent weekly for each reason, by all employee. Can change reason field to see the related report
Can you help me, the solution and some formula
Thank you
-
Hi,
first of all you need a relation between A and B. Add a realtionship field in A, which references B. And cause Reason is a Relationship field you need a calculation field in A the get the Reason-Name for the calculation in B
@all of field reason name.join()
In the calculation in App B you first have to create arrays with unique values for Reason, Employees and Dates. Then for each calculation a nested for-loop (with date selector or contact field only one for loop) or several if-conditions. Pretty much stuff to describe here. The daily and weekly (Number 1 and 4) - do you want the results for the current day/week or the paste past day/week or a specific range of days/weeks?
Rainer
rg@delos-consulting.com
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