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Cristina_Mizar
Frequent Visitor

Creating a budget template: How to create an edit form where each column is a month

Dear community, 

 

I am stucked in something. I want to create a budget template for HR where the manager will be able to asign an FTE for each month and employee of a determinate section . The attachment may clarify my objective. 

 

The datasource is an Sql table where I have the fte, employee, section, etc. For showing the data I am using a gallery with text edit boxes,  in the grid I am filtering in each month column a LookUp Formula like this : LookUp( '[dbo].[factftemonthly]'; And(Month(fecha)=1;Year(fecha)=yearBudget);fte) but that's not a good solution since obviously,  I am still having a row for every month. 

 

I am thinking of alternative solutions but I think they are very bizarre and I am sure that there is a simpler way to do it.

 

I would really appreciate some help ,

 

thank you very much in advance

 

 

 
 
1 ACCEPTED SOLUTION

Accepted Solutions
Cristina_Mizar
Frequent Visitor

Solved,

 

I am finally using two tables, T1 for the unique registers of the employees and T2 where i have the monthly FTEs related to each employee. 

 

In the grid, I am connecting the form to T1 and the edit labels to T2 with a lookup: 

 

LookUp( Search( T2; ThisItem.nombre ; "nombre" );Year(fecha)=yearBudget.Selected.Result && Month(fecha) = 1 && seccion=ThisItem.seccion && departamento=ThisItem.departamento && categoria=ThisItem.categoria && nombrecentro = ThisItem.nombrecentro ; fte )

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1 REPLY 1
Cristina_Mizar
Frequent Visitor

Solved,

 

I am finally using two tables, T1 for the unique registers of the employees and T2 where i have the monthly FTEs related to each employee. 

 

In the grid, I am connecting the form to T1 and the edit labels to T2 with a lookup: 

 

LookUp( Search( T2; ThisItem.nombre ; "nombre" );Year(fecha)=yearBudget.Selected.Result && Month(fecha) = 1 && seccion=ThisItem.seccion && departamento=ThisItem.departamento && categoria=ThisItem.categoria && nombrecentro = ThisItem.nombrecentro ; fte )

View solution in original post

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