I am playing around (and learning) with creating an app here.
Here is a link to the copyable app: https://needed-wash-9803.glideapp.io/
Sheet1 is a list of stocks the signed in user can choose from (a trading floor)
Sheet2 is a list of transactions when a user ‘buys’ (or sells) stocks.
Back n SHEET1 (the trading floor) I need a relation and a rollup that will count the number of each stock the SIGNED IN USER has in their portfolio.
So kevin would have 10-2=8 Apple shares and martha would have 1-2=8 Coke shares and 4 apple shares. I would even take two columns of “total bough” and “total sold” and then I could do a math column to subtract. So far I have only gotten a rollup of all shares bought regardless of signed in user to happen.
After watching @Robert_Petitto’s videos on inventory and dropping…
I have played around with adding a “signed in user” column in Sheet1 to do a relation to the transactions. But I just cannot get it to go.
But this is a bit different because they are selling (dropping or using) ‘part’ of what they bought, so a switch does not seem to work.
Any help with a relation or lookup or rollup?