Couldn’t find a more precise name for the question.
There are projects, and as expenses are entered on account of those projects, under different ‘Heads’ such as material purchase, labor, subcontracting etc., there is a virtual column defined for each project to show the total cost incurred for the projects. Which is essentially the sum of amounts under all those ‘heads’. The column is shown on the detail view of the project.
Now I want to show the expenses under each such head. It wouldn’t have been a problem if the number of ‘heads’ was small (like within 3-4) - it only would have taken me 3-4 additional virtual columns on the detail view of the project.
But the number of such ‘heads’ is substantial, and having them all in one detail view would be a disaster for aesthetics. So what I want is to have an action that takes me to such a detail view which would show all the virtual columns and the associated expenses.
Is there any way to make a whole sheet virtual? Or any other way which can serve my purpose?
You can’t create a virtual sheet or virtual table. For your purpose you can use LINKTOFILTEREDVIEW deep link basically. We can have better propositions if we know what’s the idea, what’s the table schema, how the data are related etc.etc.
Well let me elaborate.
Just know, every expense I will talk about in this thread is under a project. For reference and simplicity, say there are two projcets P1 and P2.
Expenses are recorded through three tables.
1.A. Right now there are not many users (12), and I have each of their data for the project using linktofilteredview. The sum and the break up.
The direct expenses table records other expenses such as petty expenses related to project, illicit payments (they are substantial, and I’m looking for a way to ‘mask’ the expenses recorded under illicit payments, but that’s a discussion for some other day), and all other expenses to a project.
Additionally, there is also a ref column to any company expense, which records the type of expense (like illicit payments) I call them cost centers and they are the footsteps towards the accounting system that I am yet to build using Appsheet. I never liked being spoon fed by QuickBooks or Tally, so I made it my pursuit to build my own system when I first truly recognised appsheet, and understood its working mechanism.
Now the summary columns that I would like to have are RMC (will decide later between total bills or total paid bills), suppliers (with companywise breakup), general expenses (with areawise breakup, ofcourse the breakup points are there within the table schema) and illicit payments.
They all have their sub classes.
My visualisation is an action on the project detail view -> Sub actions pointing towards various types with linktofilteredview -> even sub-actions accounting for further breakups.
Kind of like a tree.
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