Hi i am looking to build a new member's page for my investment business. We give daily returns/profit to our clients, which i need to show on each client's page very similar to online banking where a client needs to see their daily balance. Along with daily profit, we also need to show weekly, monthly and total balances and earned profits. Please refer to the attached example. Something very similar but with more options.
I'm not sure I quite understand what you're trying to achieve, but if your users are going to be logged into WordPress, and you have a userID column in the table, you can use %CURRENT_USER_ID% placeholder as a predefined filtering value for the column, so when you create a table, you can display it filtered on front-end, showing only data related to the user.
Another option would be to import the file into your database, and then create an SQL query based table, where you would avoid using Filters, but instead filter through the query, like:
SELECT * FROM yourDatabaseTable
WHERE userID=%CURRENT_USER_ID%
If you need to use calculations please note that using formulas is different from formulas in Excel for example, and they currently accept only basic mathematical formulas. You can see more about Formula Columns in our documentation, and you can always test the plugin on our sandbox site.
I hope this helps, please do let me know if you need any further assistance.
Hi i am looking to build a new member's page for my investment business. We give daily returns/profit to our clients, which i need to show on each client's page very similar to online banking where a client needs to see their daily balance. Along with daily profit, we also need to show weekly, monthly and total balances and earned profits. Please refer to the attached example. Something very similar but with more options.
Hi Amin
Thank you for reaching out to us.
I'm not sure I quite understand what you're trying to achieve, but if your users are going to be logged into WordPress, and you have a userID column in the table, you can use %CURRENT_USER_ID% placeholder as a predefined filtering value for the column, so when you create a table, you can display it filtered on front-end, showing only data related to the user.
Another option would be to import the file into your database, and then create an SQL query based table, where you would avoid using Filters, but instead filter through the query, like:
SELECT * FROM yourDatabaseTable WHERE userID=%CURRENT_USER_ID%
If you need to use calculations please note that using formulas is different from formulas in Excel for example, and they currently accept only basic mathematical formulas. You can see more about Formula Columns in our documentation, and you can always test the plugin on our sandbox site.
I hope this helps, please do let me know if you need any further assistance.