Creating a Trial Balance

I know nothing about accounting, but you can sum columns like this:

let t := (select Ledger);
let d := sum(t.debits);
let c := sum(t.credits);
d - c

I do not understand what filter you want to apply. If Account contains customer names and you want to filter by a customer name then:

let t := (select Ledger where Account = "ABC Company");

Or in table view, you can click the column headers of debit and credit, and click "Sum" for each, and then add a debits - credits formular as a third column and click the header of that column and select sum.

See this video "Dashboards & Views With Hidden Tables":

https://www.youtube.com/watch?v=nUqGl84gh08

You can learn from the video without subscribing. Later, you can subscribe if you want to support them. The videos represent a lot of work, and now it appears they have to do some of their videos over because of the new interface.

The main reason I suggested the video is because it explains use of Views on a dashboard. However, it appears to skip over how to create a dashboard. Maybe they assumed the viewer learned that in a prior video.

I suggest you test it out with a new test database that starts out with one table named Table1. Then close the database. To create a dashboard:

1. open test database
2. click wrench button at upper right
3. click "Data model" button
4. click "New table" button
5. name new table "Dashboard"
6. click "Add layout element" on the right
7. drag "View" element to center column
8. double-click View element
9. enter "select Table1" (without the quotes)
10. click "OK"
11. save changes
12. click "Dashboard" table at left
13. click "+" button at top (beside the "(all)" tab)
14. in New View dialog select "Form" and name it "Dashboard"
15. right-click and remove the "(all)" tab
16. click "+" button at far right to create one record

Table1 should now appear in a view on the dashboard. You can have multiple Views on the dashboard, and hide/show them as needed. You can also manipulate them with select statement(s). The video does a good job of showing examples of select statements.

Hope this helps.

Revisiting your examples above, if "SUBS" is just discriptive text, then maybe something like this would work:

let t := (select Ledger where 'ACCOUNT DETAILS' = "SUBS");
let c := sum(t.credits);

If 'ACCOUNTS DETAILS' is your field name and "SUBS" is text typed into that field, then it should work. Notice that field names containing spaces must have single quotes and static text must have double quotes.

Yes, you can create a new "Dashboard" table, that I mentioned earlier, with one record. Replace the default table view with a Form view (click the "+" to create the Form view), and then remove the table view by right-clicking it. Then you can place view elements and formula fields on the Form, as needed. Remember to create just one record in the table. That will allow you to see the results of your select statements in views and formulas.

Yes, the t could be any letter or name. Think of it as a container of rows (ids) and columns (name/value pairs).