Running Mathematical Formula on inserted data

[Saurabh]

Hi!

I am trying to create a "financial projection" dashboard. 

So essentially, what I am looking to do is:

1. User enters different "monthly" expenses - like Car, Mortgage, etc. 
2. Keeping fields simple, it is:
   1. Expense Name
   2. Amount
   3. Start Month
   4. End Month
3. Once different expenses like these are mentioned, my plan is to "insert" this expense for all these combined into another table with simple fields
   1. Expense Name
   2. Amount
   3. Month

What I am missing is getting a triggered action to work on it to automatically insert on monthly levels. 

 

[Aether]

Hi @Saurabh - I assume that you will insert multiple records base on "Start Month" and "End Month", if that is the case you might need to use for lop on your trigger action. 

Refer on this similar article: 

 

[Aether]

You can try this sample configuration as well:

Here is the output:

[Ilyrian]

Hi @Saurabh,

You could create a Triggered Action that runs on Insert, and action to Insert into the other table.
Something like this: 
This viedo might be useful: https://www.youtube.com/watch?v=w6T1cqg0gnk

Another approach could be to create a Task that runs every month, that will copy the data from one table to another.

[Saurabh]

On 11/23/2022 at 8:07 AM, Aether said:

You can try this sample configuration as well:

Here is the output:

Thanks! This works perfect for me!