So what I am after is some easy to use chart tools
I have created a few tables to track investment returns; multiple investment types.
to do this I have created a sub table showing different investments and tracking performance over time.
This table is tracking various different investments. I have linked performance on basis of investment name.
I now want to create a chart showing the value of the investment over time. The options I have do not offer me an option to chart simple value over time. I can sum, I can max, I can min etc.. but nothing showing actual value over time as per the data I have entered.
Sounds a little complex, but hopefully some screen shots will help.
I have circled what I want to chart
Preferably value on y and date on x axis
The source table is also shown, it has data on multiple investments, I only want to show data relating to the specific investment name.
@j_monson.. Are you looking for something like this??
Then "edit columns" and select Date and Unit Value.
This worked - but only in the tracker table itself
if I sit a chart in a summery table that has a reference to the tracker table - the same formula does not work, I can click on choose columns and can see correct column - but no data shows up.
I suspect an incorrect formatting of reference in the [Name=t.Name] part to correctly point to the data ? Thoughts?
A screen shot would be helpful. :)
In my prior example.. Assuming a Summary table that has a field called Date .. and a relationship to Investments (your tracker table)..
let t := this;
(select Investments)[Name = t.Investments.Name and Date >= t.Date]