Group by and summarize datapage

[nrlottig]

I've generated a data view that has several columns and tracks donations to charity by individuals (multiple in a given time period). I would like to generate a summary table that includes the donor information (name, address, total donation amount) which we can export.

Fields (shortened list)

• ID (auto generated, unique to each individual, does not appear to be allowed to be a grouping variable in data pages)
• Name
• Address
• DonationDate
• Donation

Can anyone help me with how to create this table. I currently use the free version so I don't have access to pivot tables. From what I've read, SUM is not available as a calculated field when creating a datapage.

Thanks,

[telly]

Hi @nrlottig,

You may use totals and Aggregation to sum the total of the field.

1. Create two tables;
     - One for the Donator information
     - Second is for the Donation
This will allow you to stamp the donator information multiple times.

2. Create a View to combine the two table
I suggest to connect the tables first on the table relationship. On the configuration of the view the connection between the two will be automatically selected to inner.



3. Use tabular report DataPage:
   -  Select the fields; Name, Donation Date, and Donation.

4. Set the following configuration;
    -  For the name field Enable data grouping by this field.
    - Add the Totals and Aggregation and sum the Donation field

You may adjust the configuration based on your preference.

Here is the expected output:


Hope this helps!

[telly]

Hi @nrlottig,

I've listed a few articles that were helpful to me:  

Table normalization: 
- https://howto.caspio.com/tables-and-views/relationships/database-relationships/ 
- https://blog.caspio.com/data-normalization/
- https://blog.caspio.com/video-walk-create-database-relationships-caspio/

Database Relationship
- https://howto.caspio.com/tables-and-views/relationships/database-relationships/ 

View to join tables
- https://howto.caspio.com/tables-and-views/what-are-views/creating-a-view-to-join-tables/ 

Data Grouping
- https://howto.caspio.com/datapages/reports/advanced-reporting/data-grouping/ 

Totals and aggregation 
- https://howto.caspio.com/datapages/reports/advanced-reporting/totals-and-aggregations/ 

Hope this help you!

[nrlottig]

11 hours ago, telly said:

Hi @nrlottig,

You may use totals and Aggregation to sum the total of the field.

1. Create two tables;
     - One for the Donator information
     - Second is for the Donation
This will allow you to stamp the donator information multiple times.

2. Create a View to combine the two table
I suggest to connect the tables first on the table relationship. On the configuration of the view the connection between the two will be automatically selected to inner.



3. Use tabular report DataPage:
   -  Select the fields; Name, Donation Date, and Donation.

4. Set the following configuration;
    -  For the name field Enable data grouping by this field.
    - Add the Totals and Aggregation and sum the Donation field

You may adjust the configuration based on your preference.

Here is the expected output:


Hope this helps!

Thanks so much! I basically had everything configured identically as you specified. I've got some experience with MS Access. My issue with this approach and current road block is that Name isn't always unique. The combination of name and address should virtually always be unique. Thus, I was was trying to use ID as a grouping variable but I haven't figured out how todo that. I know I could export the data and do the aggregation in R but it sure would be nice todo it here. In a perfect world, I would be able to create a calculated field based on the SUM(DONATION) and GROUPBY(ID). I don't have the SQL code exact for that but it doesn't look like SUM is available as a calculated value.