rental datapage

[Eileen]

Hi everyone,

Just wondering what is the best way to design a table so I can track rental payments from tenants ?  

for 2022 - from Jan to Dec - each month is separate. 

Then 2023 , 2024 etc 

Thanks 

[telly]

Hi @Eileen,

1. Create two tables;
     - One for the user information
     - Second is for the payment(Date/Time and  Number field)
This will allow you to stamp the user 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 pivot report DataPage:
   -  Columns: Date Field
   -  Rows: Name Field
   - Values: Sum field payment

4. Set the following configuration;
    -  For the Columns,
         1. Set group date by to Date rollup
         2. Then on the Date rollup set to Month and Year.

You may adjust the configuration based on your preference.

Here is the expected output:



Hope this helps!

[telly]

Hi @Eileen,

For additional information you may check these links:

For Table normalization: https://blog.caspio.com/data-normalization/
How to create Pivot DataPage: https://howto.caspio.com/datapages/reports/pivot-table/

Hope this helps

[Eileen]

20 hours ago, telly said:

Hi @Eileen,

1. Create two tables;
     - One for the user information
     - Second is for the payment(Date/Time and  Number field)
This will allow you to stamp the user 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 pivot report DataPage:
   -  Columns: Date Field
   -  Rows: Name Field
   - Values: Sum field payment

4. Set the following configuration;
    -  For the Columns,
         1. Set group date by to Date rollup
         2. Then on the Date rollup set to Month and Year.

You may adjust the configuration based on your preference.

Here is the expected output:



Hope this helps!

Hi this is what I was looking for - Glad to see I was on the right track with the tables , I would not have expected the report to to come from a pivot  report - awesome ! Thanks a bunch this helps so much !