I have a list of sub-items on my board.
Each sub-item has its own Income/Outcome amount and there’s also column is I/O Type classifying the Income/Outcome as Outcome or Income.
Since I understand that there’s is no out of the box option to make a dashboard based directly sub-items,
I’d like to have a formula on the parent line that will show the only the sum of the outcome lines.
Is there such formula?
Welcome to the community! You can’t do such a thing with formulas (as you already discovered) and summing the subitems to a parent has 2 disadvantages in your case:
- the sum will add ALL subitem values (no filtering)
- the sum in the parent will be a mirror type (not a number) and can’t be used in a dashboard
You could use this app https://monday.com/marketplace/10000124 that allows you to sum the subitem values into a parent item with:
- filtering based on dropdown column in subitem (not status yet)
- the parent item column type is a normal monday number column
There is a full instruction video (starting at 16:20) here.