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Summing and grouping values based on multiple years

Question asked by Stu412 on Dec 8, 2014
Latest reply on Dec 10, 2014 by philmodjunk

Title

Summing and grouping values based on multiple years

Post

Hi there

I'm a total noob with regards to FM but managing to get through some of it.  One thing I need to be able to do is create a sum of values by Customer, Year and then by Type.  From there, I need to able to use these values with each other for further maths.  For example, this is laid out on the table similar to this and I need to do (1+2)=Sales (3)=Expenses, (Sales-Expenses = Profit).

CustomerID|Year|Value Type|Value

1                |2011| 1              |1,000

1                |2011| 2              |500

1                |2011| 3              |50

1                |2012| 1              |1,100

1                |2012| 2              |500

1                |2012| 3              |40

2                |2011| 1              |5,000

2                |2011| 3              |1,000

etc for many customer ID',s but all with the same basic format.

Probably simple for the initiated!

 

Thanks

 

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