Hello! Just found out about Grist and am trying a couple simple exercised to see if it’d work in our workflow.
In brief: my question appears to be the same as generating a chart in the Portfolio Performance template that tracks over time the total portfolio value across all securities, i.e. summing the three history charts into one.
I have a table containing dated entries for different categories referenced from another table; each entry records a few measurements for a different category. For example:
- Table 1 contains two categories, Alpha and Beta.
- On January 1st, Alpha’s quantity attribute is measured to be 5 and Beta’s is measured to be 9.
- On January 4th, Beta’s quantity attribute is measured to be 2.
- On January 10th, Alpha is measured to be 6.
Generating a timeseries chart for a given category and measurement is easy; but I’m having trouble how to view one summed timeseries for a given measurement among all categories, since each category does not necessarily have an entry for each timestamp. In the above example, on January 10th the chart should show a summed total of 8 (2 for Beta and 6 for Alpha), but instead it shows 6 (i.e. 0 for Beta) because Beta has no January 10th entry. I’ve fiddled with it a bit but I’m having trouble getting out of the mindset of just generating a table on the fly, which doesn’t seem doable here (unless there’s something with triggers?).
Is this possible? Ideally, I’d like to retain the ability to filter the summed chart by category since I’m interested in the sums for various category combinations. But baby steps while I get a handle on things!