Need help setting up a simple Pivot Table

Hi everyone, I 've been scratching my head for the last few hours trying to figure out how to create a simple pivot table, based on a simple data table.

I have this simple data table (1st table in the image)

And I would like to summarize the $ by Category (ideally through a View of the 1st table)
but the result I am being able to achieve is the 2nd table in the image

I have dived into the grouping options, all relevant grouping information I found on the courses, etc, and still cannot figure out how to achieve the result I am looking for.
Any help would be greatly appreciated.
Nacho

1 Like

Hi! I don’t know if you are looking for something like this but you can summarize a column.


I recreated a table like you did and a view where I added the summary

Here’s how you can add that option.

Also you can create a new column with a formula like

[View of Table $]
  .Filter(
    Category = thisRow.Category
  )
  .[$]
  .Sum()

Hope this helps and also welcome to the community :smiley:

Thank you so much! Was missing the summarize option on the right button…

Is there a way to just state the total sum per category?
without showing the list of items that are being summarized?

Showing the subtotals without details: sure you can. If you share a dummy doc we will show you how. The simplest way is to collapse your summary rows, but a simple formula will give you a report like result.
There are probably a couple of ways to do this.

Probably definitely… or definitely probably.

This topic was automatically closed 90 days after the last reply. New replies are no longer allowed.