Hey everyone!

With the Labour Day holidays coming up, we’d like to let you know about our upcoming working hours:

Thursday, May 1st: Our team will be off during Labour Day.
Friday, May 2nd: We'll also be off for an extended holiday break.

We’ll be back on Monday, May 5th, ready to respond to all messages received during this time.

In the meantime, if you need help, feel free to:

https://www.youtube.com/@AmeliaWordPressBookingPlugin/videos

https://www.youtube.com/@wpDataTables/videos

Thank you for being so understanding, and we hope you enjoy the long weekend! 

Okay
  Public Ticket #2767324
client financial data management
Closed

Comments

  • Amin started the conversation

    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.


  • [deleted] replied

    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.