I’ve searched the forums for a solution to what I’m trying to implement but couldn’t find anything quite like it.
Here is my sample document:
- I want to know how much each company has contributed to my business based on the deals registered
- I want to create a summary table that sums all deal values and groups them by company.
- I would also like to have additional columns where I can make notes per row and add a rating to each company. These are independent of the original data.
- I would also be filtering these summary tables by status of the deal (won or lost)
The main challenge I’ve faced is that I’d like my summary table to always be up to date based on whatever is in my “Deals” table so that it is self maintained.
So far I’ve followed the “grouped column” approach and added a summary row. This unfortunately doesn’t allow me to add the ratings and comments column at a rolled up level. It also doesn’t allow me to sort data by total.
Any help or ideas on how to achieve what I’m looking for will be greatly appreciated