Billing history total by client ✅ SOLVED


#1

Have a table of clients and a table of billing history. There is more than one bill per client and I want to show the total per-client.

So, which formula should I use to sum each bill filtered by client and show that result in the client´s table? Here´s what I´m trying to achieve:

Billing table example:
BILL 1 – CLIENT “A” – $10
BILL 2 – CLIENT “B” – $15
BILL 3 – CLIENT “A” – $5
BILL 4 – CLIENT “B” – $10

Clients table example:
CLIENT “A” – $15
CLIENT “B” – $25

Thanks in advance!


#2

This is not all that of a noob problem. I get this question all the time!
Take a look at this. Esp. The second option if you already have a clients table.


#3

It took me a while to realise too, absolutely normal because this is a specific way that Coda handles data.
It’s all about using Lookup() and Filter(), often nested within each other. In this case, only use Filter().

Note that I have set the Client column to reference from the Clients Table.


#4

Thanks for helping! :raising_hand_man:


#5

Thanks for your time! This worked like a charm. :fist_right: :fist_left: