Summary Report for expenses

AppSheet AppSheet Q&A
, ,
1

Hi,

It’s my first post and relatively new to appsheet. I was trying to create an expense tracker app and my sheet has following fields

Date Vendor Category Amount Currency
5-Nov-2023 Zomato Food 31 AED
6-Nov-2023 Carrefour Groceries 335 AED
6-Nov-2023 Amazon House Improvement 1690 Rs.
7-Nov-2023 Cleaning House Maintenance 75 AED
7-Nov-2023 KLM Travel 500 Others

I wanted to create a view which gives me category wise total for each type of currency per year. I want this to be be dynamic as i will keep entering data year after year. I was able to generate this in google sheet using pivot table, but tried various methods mentioned in other posts and couldn’t replicate the same in the app. Pls. share your thoughts

2

I recommend you use a Looker Studio report for this, connecting your app as a source.

1 Like
3

Appreciate your swift response. I have created few dashboards using Looker earlier, but accessing them on phone was not very effective, as it was asking for login at each click.

Will give it a try now

1 Like
4

Login at each click, that’s strange.

Anyway, Looker Studio can be used with mobile providing that you make a specific format for the mobile screen. You can have a desktop version and a mobile version.

5

”You can have a desktop version and a mobile version”
Was not aware of this, will definitely give it a try.
Earlier I have created dash using looker studio and link them to icons in AppSheet. Each time I access the links it used to request for login credentials. I might be doing it wrong!

1 Like
6

Just realised, I was using browser login for looker studio, as apps on IOS are paid versions. Hence requesting login each time :grinning_face:

1 Like
7

It is not a Looker Studio feature. I mean, you can have two separate reports, each one is adapted to a certain screen size.

In you app you can use CONTEXT(“Host”) to direct the user to either version based on the device he is using.

8

If I insert looker studio report link in a sheet and create a view in AppSheet to access them, will it be possible to access them without further login to looker ? Considering I don’t hv looker studio app installed and link might direct me thru a browser. Or Is there any alternate way to access these n AppSheet. Sorry! for long and basic questions

9

The only way I know of to access a Looker Studio report is by providing a link that will open in an external browser.

1 Like
10

what’s the possibility of having another summary sheet with year, category, and total of category for that year. If possible, how do I auto extract them into that sheet?