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Summing up list items in SharePoint online and a bit more

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.

Walter Curtis

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...

Larry Heimendinger

ASKER

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?

Walter Curtis

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.

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Michael Vasilevsky

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Larry Heimendinger

ASKER

Thanks I will try that and let you know.