Forum Discussion
Sumx across multiple tables
Hi, sn64
Can you provide sample data for testing? Sensitive information can be removed in advance. What kind of expected results do you expect? You can also show it with pictures. I look forward to your response.
Best Regards,
Community Support Team _Charlotte
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Below are examples of the tables. One shows the clients info, their total sales by month and how much they are paying in admin fee for their service. The next table shows the commission rates for the sales team. The sales team gets commission on a % of the total sales and/or a % of the total admin fee.
| Customer Financials | ||||
| Customer ID | Customer name | Month | Total Sales | Total Admin fee |
| 1122 | Toy shop | November | $1,000,000 | $5,000 |
| 1122 | Toy shop | December | $900,000 | $4,500 |
| 2233 | Shirt store | November | $6,000,000 | $6,000 |
| 2233 | Shirt store | December | $3,000,000 | $3,000 |
| Commission Rates | ||||
| Customer ID | Sales employee ID | Total Sales % | Admin Fee % | |
| 1122 | 500 | 1% | 10% | |
| 2233 | 500 | 0% | 20% | |
| 2233 | 510 | 1.50% | 5% |
I would like to be able to update the customer financials by adding each month to the data and be able to have the formula in place so I can filter a report by sales employee to see what their actual commission will be(Total Sales %*total sales, Total Admin Fee* Admin Fee% ) for a commission statement like below:
| Sales ID | Customer | Month | Sales Commission | Admin Fee Commission | |
| 500 | 1122 | November | $10,000 | $500 | |
| 500 | 1122 | December | $9,000 | $450 | |
| 500 | 2255 | November | $0 | $1,200 | |
| 500 | 2255 | December | $0 | $600 | |
| Total | $19,000 | $2,750 | $21,750 |