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Formula Need by Areas 1:N Documents

Need a Formulas by Budget by the Areas, like the Plan Value & Earned Value 

The Areas has a 1:N to Documents 

sum((select Documents).Budget) this give all value but need by Areas

5 replies

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    • Fred
    • 1 yr ago
    • Reported - view
    Rafael said:
    The Areas has a 1:N to Documents

    You can use this link instead of doing a select() again. What is the reference field name to Documents?

    If the name is Documents then you can do something like

    sum(Documents[Document = "something"].Budget)

    Question: Why don’t you use the Area_Documents link to get the data you need? I don’t know all of the fields but you can also maybe do:

    Area_Documents[fieldname = "something"].'Plan Value'
      • Rafael Sanchis
      • Rafael_Sanchis
      • 1 yr ago
      • Reported - view

      Fred Hi Fred.

      I Send the Model Work DB

      on Dashboard Table & tab Doc  is where I try to use the formula don't work.

      Thanks

    • Fred
    • 1 yr ago
    • Reported - view

    Take a look at your code again:

    sum(Area_Documents[Document = "General"].'Plan Value')
    

    Looks like your are using the wrong field to filter. Shouldn't it be:

    sum(Area_Documents[Areas.Area = "General"].'Plan Value')
    

    Good thing I double checked. I didn't know Areas is a field of a linked table.

      • Rafael Sanchis
      • Rafael_Sanchis
      • 1 yr ago
      • Reported - view

      Fred 😞 Thanks Feed excelent.

      • Rafael Sanchis
      • Rafael_Sanchis
      • 1 yr ago
      • Reported - view

      Fred 

      sum(Area_Documents[Areas.Area].Budget)

      I use this Formula on the Area Table and work to better. 👍 Change the values for every Area.

Content aside

  • Status Answered
  • 1 yr agoLast active
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