Create a summary number as calculation aggregate sum expense minus aggregate sum reimbursements
Hello,
I am trying to create a beast mode calculation to show balance remaining after (sum of all expenditure) - (sum of all reimbursements).
here is my current calculation.
(case when `Expense Type` = 'Expenditure' then sum(`Account Balance`) else 0 end)
-
(case when `Expense Type` = 'Reimbursement' then sum(`Account Balance`) else 0 end)
The result I get is a sum of all (expenditure + reimbursements) rather than the intended (sum of all expenditures) - (sum of all reimbursements).
Thanks in advance for help.
Answers
-
You want to put your sum() around your case statement:
sum(case when `Expense Type` = 'Expenditure' then `Account Balance` else 0 end)
-
sum(case when `Expense Type` = 'Reimbursement' then `Account Balance` else 0 end)
2 -
That actually worked. Thanks.
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