Hello everyone.
I need to enter a formula in the dashboard.
The formula would be very simple: Value (example “30.000 USD”) - Sum of a column of the Board.
I see that through the widget ‘Number’ the sum can be displayed, but I would need to display the value you get by subtracting that figure from a number I entered.
Right now this is one thing the formula column doesn’t support. You can’t use the sum of a column in a formula — I think this is what you’re asking for?
Im curious how others are getting around the lack of neither dashboards or boards supporting performing formulas on column sums.
I for example want to track my tax liability based upon gross income (sum of one group) minus year to date expenses (sum of another group) times percentage of liability (15%).
Another use case example would be taking the sum of monthly expenses (a sum of a group) and putting it in a formula to determine days left of runway.
While we wait for monday to implement that, as a workaround I would like to mention that the Reports by Screenful add-on can do calculations based on sums of columns (disclosure: I’m the founder). You can learn more about this feature from this blog post.