Hello all,
I have gone through the help and through the forum, but am unable to do a very simple task. I’d like to sum a column and present the sum on another widget. I tried a Summarisation table but didn’t get the info I needed.
In the image above, the “To_Bill” column is the added sum of the total of “Grand_Total” and “Certificate”. I’d like the other table widget to show JUST the total of all the amounts ($670) in the “To_Bill” column, Basically just like a Sum(A1:A6) in Excel would do.
Thank you in advanced!
Hi! Your guess is correct: summary tables is the right tool for this. Add a widget for this table, and click the 𝚺 icon to summarize the table, and then do NOT select any columns to group by. You will then get a single-row table with just the totals.
Additionally to this question, is it possible to subtract two summary tables and place them into another table? E.G Take the “Billing Total” summary and minus the “PAYMENTS” summary and the result placed into “Remaining”.
At this time, summary tables can’t be called in formulas. This is something we would like to improve. In the meantime, we can use formulas to find the sums that are calculated in the summary tables then subtract the two to find the remaining amount. I created an example for you at the link below:
In the table ‘REMAINING’, I added a ‘Sum to Bill’ and ‘Sum Totals’ column so you can see that each part of the formula used in the remaining column does find the same value as the summary table for each.
The formula used to find the Sum To Bill is:
SUM(Billing_Total.lookupRecords().To_Bill)
This formula looks up all records in the Billing Total table and pulls the value for each record from the To Bill column then uses SUM() to sum all of the values found.
The formula used to find the Sum Totals is:
SUM(Payments.lookupRecords().totals)
This formula looks up all records in the Payments table and pulls the value for each record from the totals column then uses SUM() to sum all of the values found.
Now to find the Remaining value, we subtract the Payments value from the Billing Total value. Using the two formulas above, we can find the amount remaining.
Update: it’s now easier to refer to summary tables in formulas. If you look at the Raw Data page you’ll see the table ID of each summary table, or you can just start typing the name of the source table in a formula and the summary table name will also be in the autocomplete. Summary table IDs are of the form <source table ID>_summary_<group by columns>. In @natalie-grist’s example, the formula can now be:
