Solved

Summing up list items in SharePoint online and a bit more

Posted on 2016-10-27
5
59 Views
Last Modified: 2016-11-01
I am actually trying to tackle three related problems related to reporting of sales figures.

1. Individual users need to post their individual numbers, so how can I have a form that relates just to their numbers?  
2. These daily numbers need to be summed into a total.
3. The daily totals need to be summed into monthly, quarterly and annual totals.  Want to display all of those in Power BI.

Would a separate list for each user solve #1?  How would I create the totals for both #2 and #3?

BTW, this is all for SP online.
0
Comment
Question by:lmheimendinger
  • 2
  • 2
5 Comments
 
LVL 16

Expert Comment

by:Walter Curtis
ID: 41862678
You could use a common list, but provide each user with a filtered view so that they only see their own data. This is not recommended is the data should be very secure and/or the users should not see the other user's data. But if it not secure, this approach is not a bad way to do it.

Good luck...
0
 

Author Comment

by:lmheimendinger
ID: 41862716
Thanks.  IS a filtered view the same as a custom view?  Exactly how do I make is specific to the logged in user?  

Any ideas on how to create the summations?
0
 
LVL 16

Expert Comment

by:Walter Curtis
ID: 41862752
You can filter a view under "Modify View" settings of the list. The filter would be [ME] so that the logged-in user only sees their items.
0
 
LVL 10

Accepted Solution

by:
Michael Vasilevsky earned 500 total points
ID: 41863275
You can create summations out-of-the-box by editing the View: Settings -> Edit View -> Totals

You can also use Group By to get totals by month, quarter, and year.

Hope this helps!
0
 

Author Comment

by:lmheimendinger
ID: 41863297
Thanks I will try that and let you know.
0

Featured Post

PRTG Network Monitor: Intuitive Network Monitoring

Network Monitoring is essential to ensure that computer systems and network devices are running. Use PRTG to monitor LANs, servers, websites, applications and devices, bandwidth, virtual environments, remote systems, IoT, and many more. PRTG is easy to set up & use.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Microsoft SharePoint Foundation 2010 and Microsoft SharePoint Server 2010 do not offer the option to configure the location of the SharePoint diagnostic trace log files during installation.  This can, however, be configured through Central Administr…
Read about the 3 stages of the buyer's journey: awareness, consideration, and decision.
This tutorial gives a high-level tour of the interface of Marketo (a marketing automation tool to help businesses track and engage prospective customers and drive them to purchase). You will see the main areas including Marketing Activities, Design …
The Email Laundry PDF encryption service allows companies to send confidential encrypted  emails to anybody. The PDF document can also contain attachments that are embedded in the encrypted PDF. The password is randomly generated by The Email Laundr…

803 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question