Hi everyone! I’m needing your expertise here.
Just for context, I created an app to understand in what I’m spending my money on. Currently I’m manually logging in every expense on a forms and with that info I build a summary slice which groups my expenses by month and category:
But what I want to acomplish is that whenever I click on a row, I’ll get all the expenses of that month and belonging to that category, similar to what Order Capture app does when you click on a product.
Any idea on how to do this? I’m struggling because I can’t think of an expression or unique key for each expense that will allow me to reference and group both month and category on different transactions.
Thanks!
What data is your table grouping?
You should be grouping all of your expense rows by the Month and Category. Then you can simply drill down all the way to your list of expense records. For example, in your app image, you would tap on Electronica and that category expands into all of the detailed expense records.
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Is there a way of having the UI that I posted in the original and then drilling down into the expenses? I tried what you said and this is the journey:
- First view:
- When clicking a date you arrive to:
What I don’t like about this is that:
- First view I need one more click to see the data that i want (month/category)
- But when clicking, you can’t easily compare between categories because you must scroll down to se them all
- You can’t sort by the total amount, so the categories are sorted alphabetically and I would like to see the most expensive category first. This is important because probably I’ll only want to drill in detail in those categories where my expense got out of hands.
My ideal is to have this journey
First view
When clicking a cateogry, example “Comida”:
Thanks!
First of all, yes you can achieve what you want and I agree it is a more user-friendly and cleaner approach. What you can do is create an action under your Categories table of type “go to another view in this app”. Then in the table view under the Behavior section there is a “Row Selected” property. You would attach your action here. Then when tapping a row, it will execute the action and navigate to the specified view. See image below.
Just an observation…as time goes on and more months are added, the need to scroll back and forth on your initial view will become greater. Imagine if there were several years of months in that view and you wanted to look at a month from 2 years ago.
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Worked perfectly, thank you very much!
And yes, I’ll add a filter to only show last 3 or 6 months probably, thanks for the suggestion
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