In a table at a project level, we need to sum two amounts that are aggregated at different levels

Q&A
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1

Goal: In a table at a project level, we need to sum two amounts that are aggregated at different levels.

  • Budget for the project (needs to be deduplicated using the budget_month_id)

    • We are using: min(budget, [budget_month_id]) to deuplicate

  • Sum of invoices for the project (needs to be deduplicated using the invoice_id)

    • We are using: min(invoice_amount, [invoice_id]) to deduplicate

The problem arises when trying to sum these two amounts at a project level (project_id)

What we tried: A calculated field using sumOver() - results in an error. We believe we might be using this formula wrong.

What’s the best approach to sum these two amounts?

2

Hi @kamalpreet,

To potentially get past this mismatch aggregation issue you are facing, I would definitely look into the documentation regarding LAC and Mismatch Aggregation. Also, could you please send me your calculated field so I can get a little more information on your syntax and any potential issues within?

Thank you!

3

Hi @kamalpreet,

Hope everything is well! Just checking back in since we haven’t heard from you in a bit. Were you able to see my most recent reply and/or find a solution yourself in the meantime? If you still have any additional questions related to your initial post, please feel free to share them. Otherwise, any update you’re able to provide within the next 3 business days would be helpful for the community.

Thank you!