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Summary by every line in a list

tijnisfijn
in Calculation Engine (Define Fields)

Featured Replies

Ok hoi guys..

I making a DB tracking income and expenses. It has a dashboard to show useful data quicky. It has is own table with one record and lots of fields. In the table expenses i have 1 record for every expense. Every expense has a.o. a category field (from a editable valuelist) and a total amount.

I'd like to sell this solution to different costumers so the categories in the value list change per user....

now i want the dashboard to show a list of categories and the total amount spent on them

so i made a field dashboard::CategoryList thats calculates a list of categories used.

  • Car
  • Food
  • Office supplies
  • etc.

So now I would like to get a list with category totals.ambivalence.png

  • Car €200
  • Food €134
  • Office supplies €432

How can i make a field Dashboard::CategoryTotals that calculates the total per category. In the same order as CategoryList?

I found some custom functions that help but i don't know how to get it together in 1 formula.

ConditionalSummary ( Expenses::Category ; "Car" ; Expenses::Total Cost ) (return total cost on car)

ExtractLine (CategorieList ; 3) (returns the 3de line in the list)

What i would like have is something like:

Dashboard::CategoryCount returns number of categories (I have this)

Dashboard::CatergoryTotals : calculation something like....

ConditionalSummary ( Expenses::Category ; TextLine (CategorieList ; 1) ; Expenses::Total Cost )

Repeat calculation Dashboard::CategoryCount times but the next would be:

ConditionalSummary ( Expenses::Category ; TextLine (CategorieList ;
2
) ; Expenses::Total Cost )

etc.

Is this possible or am i going about this in the wrong way?

Mayby it's better to use the category valuelist to do this? instead of a calculated field with categories used in a list?

Thx for all help already

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