Need help setting up a simple Pivot Table

1

Hi everyone, I 've been scratching my head for the last few hours trying to figure out how to create a simple pivot table, based on a simple data table.

I have this simple data table (1st table in the image)

And I would like to summarize the $ by Category (ideally through a View of the 1st table)
but the result I am being able to achieve is the 2nd table in the image

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I have dived into the grouping options, all relevant grouping information I found on the courses, etc, and still cannot figure out how to achieve the result I am looking for.
Any help would be greatly appreciated.
Nacho

2

Hi! I don’t know if you are looking for something like this but you can summarize a column.

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image1615Ă—844 49.3 KB

I recreated a table like you did and a view where I added the summary
image
image897Ă—971 76.3 KB

Here’s how you can add that option.

Also you can create a new column with a formula like

[View of Table $]
  .Filter(
    Category = thisRow.Category
  )
  .[$]
  .Sum()

image
image816Ă—849 35.7 KB

Hope this helps and also welcome to the community :smiley:

3

Thank you so much! Was missing the summarize option on the right button…

Is there a way to just state the total sum per category?
without showing the list of items that are being summarized?

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4

Showing the subtotals without details: sure you can. If you share a dummy doc we will show you how. The simplest way is to collapse your summary rows, but a simple formula will give you a report like result.
There are probably a couple of ways to do this.

5

Probably definitely… or definitely probably.