How can I calculate an actual revenue (based on events in the past) and a forecast revenue (based on events in the future) ?
Thanks for your support
- Actual Revenue: would be a sum of sales, yes? Assuming that you are recording sales in a table, then you can use a rollup column to sum all the amounts.
- Forecast Revenue: how would you calculate this if you were to do it manually?
Hello Daren
actual = sum of sales up to today
forecast = sum of sales coming in the future (assuming I have a date for each event)
Dear Daren
Have you any tips to cover my request?
Basically I record events and split the revenue by participants
I need to report on events and revenue older then today and also report on events and revenue planned in the future
Hope my explanations are clear
Thank you
Can you show us a sample of how your data looks like?
Please allow access to thinh@lowcode.agency. Thank you.
Done
Which table in the file should I take a look at? And which columns are you using to reference the revenue?
Shows table : âDate for the showâ
Zicos : âTip for the zicosâ (musician revenue for a specific show)
MyBalance : dashboard for actual revenue vs forecast (sum of credit vs sum of debits)
MyDebs : store all debits made by a musician
actual revenue = sum of all the âTip for the showâ for a musician participating to a show (âParticipantâ) up to now
forecast = sum of all the âTip for the showâ for a musician assigned to a show (âParticipantâ) planned in the future (based on date for the show)
Hi Experts,
I guess I need to filter the result of a Rollup field based on dates⌠can this be done?
thanks
In the Zicos table, how do you know which show is the tip for or does it not matter? Do those tips for a specific musician or for all musicians and then you divide them later?
In Zicos, âShows Participation IDâ relate to Shows table ârow IDâ.
Tips are recorded for specific musicians.
Assuming rows in Users are musicians you want to calculate the revenue for.
Step 1: In Shows, create an If-Then-Else column: âFuture?â. If âDate for the Showâ is after now then true, else false.
Step 2: In Zicos, create a lookup table using the âShows Participation IDâ (I would recommend renaming this to Shows ID, itâs the ID of the show and adding the word âparticipationâ in there would be confusing) back to the Shows table.
Step 3: Use a lookup column to pull the âFuture?â column into the âZicosâ table.
Step 4: In the âZicosâ table, create an âActual Revenueâ column. If âFuture?â is checked then 0, else return the âTip for the Zicosâ value.
Step 5: In the âZicosâ table, create a âFuture Revenueâ column. If âFuture?â is checked then return the âTip for the Zicosâ value, else return 0.
Step 6: In the Users table, create a relation using the name of the user to the âParticipantâ column in the âZicosâ table (though this is not recommended, you should store the rowID of the user in the âZicosâ table and use that for the relation instead of the name, which may not be unique). Make it a multiple relation.
Step 7: Create a rollup on top of the relation, sum the âActual Revenueâ column. This will be the sum of actual revenue for the musician.
Step 8: Create a rollup on top of the relation, sum the âFuture Revenueâ column. This will be the sum of future revenue for the musician.
Thank you very much for the tips, I will give a try
Cheers
You are my Hero !!!
Thank you so much for your support and patience
Cheers
So it worked! Good to hear.