Hi Folks, I was hoping to get some design ideas from this forum. I’ve created an application to track my stock trades. I currently have a form called Trades, which keeps track of all the trades I have made. I was wondering is it possible to create a pivot table in Tap forms from my Trades form. In my trade form, I have the following three fields I’m interested in: Service Strategy (this is the type of trade strategy that I performed), Trade Date (this is the date I made the trade), and amount (the cost of the trade). I was hoping that I could do a pivot table, having a format like Service strategy on the left side of my report, Columns of the month by formatting the trade date and have a total amount within each month. Similar to a pivot in excel. Not sure if this is possible or if a future release will have that functionality.
thanks, rocky
Hi Rocky,
There’s no function built-in to Tap Forms to pivot a table. You would have to export your records to a CSV or XLSX file and import it into Excel or Numbers to pivot the table.
Thanks,
Brendan
Hi Brendan – Thanks, I’m actually trying to keep all my reporting within the Tap Forms. I did come up with a solution that will work for me.
thanks for your quick reply,
rocky
You could use a form script to create a pivot form and generate the data yourself. The API should have enough power to create a new form based on your current form and you’d just add fields yourself to an existing set of records.
Sam – Thanks for the recommendation. that is what I did.
thank you for your input, rocky
Great news! Would love to see what you came up with if you’re happy to share :)
Hi Sam – I decided to not use a pivot as I want to display form data(i.e number of trades, ROI, etc…). So I ended up creating a summary form, which all my re[ports looks at (i.e Monthly, weekly, etc..). Once, I am done I’ll share it with you.
thanks,
rocky
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