I use the table view with grouping and aggregate value to check mensal sales. I have another view using the same grouping and aggregate to check mensal expenses.
But, I would like to display both at the same view, with another field “liquid income” that will be “mensal sales” minus " mensal expenses" The problem is that the aggregate allows me to choose only one field (e.g. or sum(mensal_income$) or sum(mensal_espenses$) while I need both)
- Is there a plan to allow a second/third aggregation field? 2. Is there a way to achive this behaviour in a different way? E.g. with dashboard, somehow getting the zooming selections of the user done in one view while presenting a totals row (e.g. buget$, expense$) in the other view
Thanks
Maybe second/third aggregation is on the todo list - I am not sure but your best option is to use a dashboard which will allow as many different views as you need. If you set the dashboard to interactive, you can select a specific record and the other views will filter accordingly.
If you are set on using the Group option available in the Table view, another option is to build your own grouping table that has the Liquid Income calculated and specifies a Group Header Display as the “Label” value in the table for the Group header and not use the Aggregate function in the view.
For example, you could create a Group Header Display value like “My Group Name - Liquid Income = $10,123,456”.
Each of your data rows is assigned or derives the Group ID so you can group by it in the Table view. And because the Group Header Display is assigned as the “Label” value in the Group table, it will automatically be used as the Group Header.
CAUTION: This is more development work as you will likely need a Workflow that re-calculates the Liquid Income when any rows are updated. Not terribly inconvenient but still a little more work.