Group data by Year

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1

I have data with the following columns:

  1. Date
  2. Income
    3.Expense
    How do I calculate the savings by year? I have already Extracted year from the date.
2
  • create a multiple relation column that matches the year with itself
  • use two rollup->sum columns to get totals for each of income and expenses via the relation
  • use a math column to subtract total expenses from total income
3

This is the first app I am building and have no knowledge about any of this. Can you elaborate on the relation columns?
When i try to create one that matches year with itself it shows the data from the categories column.

Screenshot 2024-06-21 125529
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These are the columns that I have

4

What the relation actually shows as a result is irrelevant. It’s creating a connection to ROWS, not a specific column. If you see anything in a relation column, that means it returned all Rows that have matching values in the columns you used to create the relation.

After creating the relation, did you follow the rest of @Darren_Murphy’s steps?

5

Yes! I got it. Thank you so much.

6

It worked! Thank you so much