Hi, I have a transaction dataset where a user is transacting on different assets. Now, i want to create a portfolio level view and therefore, figure out a list of assets in the portfolio from the transaction. How can I do that as I am not able to find a single function which can remove the duplicates in a column?
Also, there is a second step to it - once I figure out the above, I need to be able to calculate the holdings for a particular asset from the transaction - any idea how to do that?
Create a multiple relation column that matches the stock symbol to itself.
Now you can use a rollup column that takes a sum of units via that relation.
Alternatively, you could create a separate table with a column containing a list of stock symbols, and build the relation + rollup in that table. It would be possible to dynamically generate the list of symbols if that’s the approach you want to take. (Ask if you want to know how).
So these are not empty rows, these have values from different users. When I log in as a user i can see the values in the frontend. I guess Glide is hiding the inputs in the tables and that’s why its appearing as empty.
However, the inline list is picking up these empty rows and showing them as well to another user, which is weird.
Yes, that’s expected. The only thing that would prevent that would be if you were using Row Owners.
Because you have a RowID in the Portfolio table, Glide will consider all rows as populated, even if every other column is empty. So in the absence of any filters, you will see every row in your inline list regardless of which user you view as.
I think you just need to add a filter to your Inline List. Something like “where Name is not empty”.
Yes the filter helped. Visibility does not really work. I think visibility check is on the Frontend in Glide; therefore, it does not see any data and hides the display. It should have been a backend check I suppose.