To sum filtered data for specific user


My app is regarding loan management for staff, where many staffs take loan from few bosses. Here is a screenshot.

My goal is to summarize total loan for specific applicant, total loan given by specific lender.

Let kingvirus be applicant.

Loan Summary for Kingvirus.
Total Due:4000
Lender:Sk. Mamun Amount:1000
Lender:Jakir Amount:3000

Let Jakir be lender

Lending summary for Jakir
Total Amount:4500
Borrower:King Visus Amount:3000
Borrower:khanmda Amount:1000
Borrower:anupam Amount:500

I need your help. Thanks in advance.

You can make two relations for this.

One for the applicant column, matching all applicant emails in the same column (multiple). Make a rollup over that column to sum the amount for displaying.

Do the same for the lender column.

Applying relation for applicant column I can see all amount both Due and repaid. How to get only due amount.

Make a template joining the applicant email and the trans status, then make the relation & rollup on that column.

1 Like

You gave me easiest solution in no time. Thanks a lot.