Have a table of clients and a table of billing history. There is more than one bill per client and I want to show the total per-client. So, which formula should I use to sum each bill filtered by client and show that result in the client´s table? Here´s what I´m trying to achieve: Billing table ex…

This is not all that of a noob problem. I get this question all the time! Take a look at this. Esp. The second option if you already have a clients table. [image] Summary/Aggregate Views Tips and Hacks We often get asked about creating an aggregate or summary table for a …

It took me a while to realise too, absolutely normal because this is a specific way that Coda handles data. It’s all about using Lookup() and Filter(), often nested within each other. In this case, only use Filter(). Note that I have set the Client column to reference from the Clients Table.

Thanks for helping! :raising_hand_man:

Thanks for your time! This worked like a charm. :fist_right: :fist_left:

Hello Michael, Using you filter example: Filter(Billing Table, Client = thisRow).Amount.Sum() I’d like to see where in my scenario “Client” is date column and “thisRow” is are two date columns - Ranges (ex. StartDt and EndDt columns). Something like this: Filter(Date Table, [Dates] >= [Start Dt]…

Hello Michael, After trying several combinations I found one that worked for me. Here it is: Filter([Table 2],Dates.Contains(Sequence(thisRow.[Start Dt],thisRow.[End Dt] ))).Amts.Sum() Thanks for the post it helped point me to the path.

Hey Edward, That’s a very inventive use of Sequence, I like it! Maybe a less recourse intensive way would be: Filter([Table 2], Dates >= thisRow.[Start Dt] AND Dates < thisRow.[End Dt]).Amts.Sum() You can use AND like above, or you can also do AND(Dates >= thisRow.[Start Dt], Dates < thisRow.[En…

Thanks Michael, I’ll give it a try.

Billing history total by client ✅ SOLVED

Mallikar February 14, 2019, 4:55am 2

This is not all that of a noob problem. I get this question all the time!
Take a look at this. Esp. The second option if you already have a clients table.

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Billing history total by client ✅ SOLVED

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