Draw records from a table based on selection criteria and summarize
I have 3 tables:
1. Profit table (parent): fields for start date, end date, description.
2. Expenses table (child): fields for date, amount, description.
3. Income table (child): fields for date, amount, description.
How do I show in the Profit table the profit: income - expenses?
Of course I could link each Expense record and Income record to a Profit record. But I would like the flexibility for different time periods (half year) or other selection criteria (such as type of expenses and type of income). So I would like the flexibility to draw records from the Expenses and Income tables based on flexible selection criteria and show a summary in the Profit table.
Is there a post/thread that explains such a setup?
1 reply
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My model is
New Table e.g. Report
Reference to data table e.g. Category
Date field: DateStart
Date Field: DateEnd
View: e.g. Results
Code for Results:
--
let t := this;
let a := Category;
select Journal where Category = a and DateStart >= t.From and EndDate <= t.To--
So, every record in this new table will be a report that period.
Content aside
- 5 yrs agoLast active
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