Data Reorganization and Calculation

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Albert Zhang

• April 22, 2016 16:50

I met a problem of reorganising and calculating the data in one app to another.

In my company, we serve our clients by routes. We have an app called "Clients" so the item is every client's name. In this app, we have a field called "Route", a category field. The COO can assign a client onto different routes. We also have another field called "Monthly Revenue", a number field. We input the monthly revenue of every client in this field.

What I want to do is to build another app to show the monthly revenue of each route. I would like it to be dynamic so every time the COO changes a client's route, this app can update accordingly. I named this new app "Route & Client & Revenue". The item is the route's names and there are two fields, "Client Name" (text) and "Monthly Revenue" (Calculation). I have imported all of the route's names into this app. However, I don't know how to refer those clients that have been assigned the routes in the "Clients" app and sum up their monthly revenue in this new app. I am really not good at JavaScript. Can any guru help me solve it?

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  Rainer Grabowski

  • May 01, 2016 15:21
  • Edited

  Hi Albert,

  Is "Route" is a multi choice category field, so that for one client multiple routes can be assigned, or a single choice category?  When does the COO change a client's route? At the beginning of a month or mulitple times a month? 

  Rainer

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  Albert Zhang

  • May 02, 2016 06:39

  Hi Rainer,

  Thank you for your attention. The "Route" is a multi choice category field. The COO changes the route not at a specific time. She usually adjusts the route when there are new clients or the clients ask to change shedule. 

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