How do i add up totals
Hi i am a new user trying it out and i just can not see how to make it work to add up numbers.
I have loaded in CSV files of data and in that includeds jobs booked with a
total price of a package,
The amount they paid down payment
the amount still due.
And a permit fee cost we have to pay out
This all comes from our website in as a CSV ready to import in.
How can i have it show me a total price of packages of all jobs for this year - minus the permit fees we have to pay out and show it by month as well to tack jobs.
Show total jobs booked for the year and each months total
Show total fees we paid out for teh year and each month
Amounts still due
A break down of the different packages we sell to see. We have six different packages.
So want to track by month and year how many of each packages are sold with a total money ammount for each one for each month and year total.
I have been doing all this in Apple numbers and using pivit tables to show info. But i woud like to be about to search better and track and find customers faster using ninox if all this is some how easy to set up?
Sounds like you are ready to learn dashboards. Take a look at this video and give it a try and then come back with specific questions.
I have spent many hours now watching videos and working on this over a few days.
I re-started from teh start with a new load in of CSVs.
I am still at it but now stuck i can not get a view to work i get this. Watching a video on this it should be working but it is not.
Here is another screen shot showing i do have a Bamboo Sunshine table of data. This is for a wedding business.
So glad to hear you are still having a go with Ninox. Honestly, it's an amazing bit of kit. I transferred a portion of my FileMaker system to Ninox last week. In FileMaker it was a months' worth of development time, in Ninox I had the bulk of it working in a day!
Anyway, you need to swap the double quotes for single quotes
select 'Bamboo Sunshine'
In Ninox if your table or field is a single word it can be referenced without any quotes but if there is a space in your table or field name it needs to be surrounded by single quotes.
Ok that worked i also needed to make Select lower case.
But not working like i would like.
I am trying to get totals from 3 different tables into this view as a test to just show the total of all 3 combined as a one line total. I will have six to bring in when i add in the others.
And show a total of all permit fees from all 3 tables
Then would like to show the main total minus the permit fres to show what out real profit is afert paying for the permits.
I am not sure how to get info from all 3 when i add in more names of table that is not working i must have that formats wrong in the text to get them all.
Right now it is showing me a long list of all the totals and permit fees as i added in a totales and premit fees field from the table.
I do not wnat to see the long list of them just the total?
After watching so many videos i see it offers a lot of great features i would want so gong to keep working on making this work if i can.
I'll use my sport DB as an example. Here is a pic of the top part of one of my dashboards:
I track two different show jumping leagues in the same DB, so the first field allows me to change leagues. I can then select which team I want to see under Team and it will only show me the teams in each league. Under Season I can select the available seasons that the team has competed in. Under City, I can select a city from all Cities that the team has competed in.
I have a tab named Work Area that I store fields that I don't need to see but I need for functionality. One of those fields is called allresults. This field goes and gathers all the records from my Results table so I can then then create all the data in the pic above.
The code for allresults field is:
let t := this; let xSeason := record(Seasons,number(t.Season)); switch mode do case 1: Results[TeamID = t.Team.TeamID and Year_calc = xSeason.Year] case 4: Results[TeamID = t.Team.TeamID and Location.City = t.City] case 5: Results[TeamID = t.Team.TeamID and Year_calc = xSeason.Year and Location.City = t.City] default: Results[TeamID = t.Team.TeamID] end
What I am doing here is depending on what selections I choose for Team, or Season, or City, or some combo, I will gather the records from my Results table that match the requirements I need.
I don't use a select because I already have a link from all records in Results to this dashboard. I can very easily add select in front and it will gather the same data.
You could skip this step and do the above on each stat field, but then if you need to make a change you have to change every single stat field.
This method allows me to write the following formula for the field Atmp:
I could not use the allresults field and just put the 12 lines from the allresults field and then change each case to get the sum of attempted, but that is a lot of work. How do I know? Well, maybe I did it that way first. :). Imagine taking the line of stat fields above and adding 12 lines to each of them.
I hope this helps a bit.
I've mocked up what it could look like. Take a look and let me know if you have any questions.
The table monthYear is there so you can create the Month view. I'm sure someone smarter than me has figured out a way to create a table on the fly that a view element can use. What I did was on Trigger after update on the Date field in Jobs, it goes and checks the monthYear table and if it doesn't find a match then it will create a new record.
If you end up going this router then you can always hide the table so you don't have to see it.