I have 2 tables
- sales_overview
- sales_category
Now: I want to have a sum of all sales planning from sales_overview per category as a sum in sales_category.
How can I do that?
I have 2 tables
Now: I want to have a sum of all sales planning from sales_overview per category as a sum in sales_category.
How can I do that?
=[tablename].sales_overview.filter(depends on your categories).sum()
would be super helpful when you just post a picture
ok, thanks - let me check
I want to have the sum of all Betrag (Amount) where the Soll (Category) is the same as in this line
btw: this formula above does not work
Betrag= Amount
Soll=Category
could u give me access to the sheet?
unfortunately not, it includes all details from our books of the company
Hi Alex, just made a new doc and shared with you
Idea: want to have the current sum for each category A, B, C either in the detail or in the overview table
thanks for your support.
Thomas
Hi Thomas,
I did not get an invite, so i ll try to do it from “the distance”.
From what I gathered from your information, your formula will look like this:
[2017].Filter(Soll=thisRow.Category).Betrag.sum()
[table header].Filter(row to filter=thisRow.column in this table where the category name is).colum where you want the sum from.sum()
hope that helps I also adapted one of my tables slightly to give an example
Thanks for that, the formula works within the same table, I used
[2017].Filter(Soll=thisRow.Soll).Betrag.sum()-[2017].Filter(Haben=thisRow.Soll).Betrag.sum() as I need the +/- of the 2 colums
But: connecting with another table, this formula does not work:
the editor always deletes the thisRow.Bezeichnung to Bezeichnung
How does the colum Soll Saldo needs to be formatted?
by now I have, or do I need to have a lookup to my details table?
Grützi Thomas,
does it change the expression thisRow.Bezeichnung to Bezeichnung when you press enter, or while you are still entering the formula?
With my table, I can’t reproduce what you are describing. The part “thisRow.Bezeichnung” is not suggested when entering the formula, but after pressing enter it works for me…
The formatting is “text” for “Bezeichnung” (which is also the display column, same as for you) and Soll is formated as currency.
If you want to, I can give you access to the example I posted above