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Question

1vote

Can I automate my starting balance?

I have made this Notion template to track my trades but I need to manually add the new Balance after every trade.

Is there a way to automate this without losing % per trade I made?

I will send screenshot

Thx in advance

1vote

polle commented

Please dedicate at least 5 minutes to ask your questions, so it is possible to understand your needs, the problem and the solution you are looking for.

I made a Notion template to track my trades.
I have a column where I enter a number.
I have another column where I enter a text.
I have another column for this other thing.
I want to do this calculating the column 1 and 2.
The problem I have is this.
And I want to have this result.

The more time you spend elaborating your question, the better answer you will get, otherwise we have to imagine what you actually need and that is impossible.

2votes

TommyFFX commented

Okey verry sorry about that, I'm new to Notion
So my problem is I want to fill in a number from the same table database from the previous row of another property.

I have the property "Starting Balance" where I want to fill in the number from the previous row of the property "Balance"

I know relations and rollups can be used for different databases but what about the same database just another row (the previous one) from another property.

Thx in advance!

1 Answer

1vote

polle Points79930

Ok, now it is clear what you need and you can do it with a simple Notion formula. What is not clear enough is why you need 2 columns with exactly the same information.

Create a new formula property called Starting Balance and use the following.

prop("Balance")

That will show what you have in the Balance property as you need.

0vote

TommyFFX commented

I need a colums that show previous number of another colums

0vote

TommyFFX commented

so when I have this in colums and formula's:

$100 5% $20 $120

I need to fill in $120 in the next row manually for the next % based on,
so instead of filling in manually every time, I want something that fill's in that $120 in this case (from the last column) in the first column in the next row

like this:

$100 5% $20 $120
$120

0vote

polle commented

Sorry, I don't understand what you need.

Column 1 (number): Name: Balance - you enter a number: 50
Column 2 (formula): Name: Starting Balance - you enter the formula I shared.

With this, Column 2 will show the number you entered in Column 1, in this case, 50. So, it shows the number of the other column as you asked.

If that is not the case and it seems it is not, please try to explain exactly what you need.

Use examples.

Column 1: I enter 50
Column 2: I need this
Column 3: I need or have this.

Saying that you have "$100 5% $20 $120" in columns and formulas without knowing the number of columns, what is in each column, what is a formula, which is the formula, and so on does not help.

Please explain each one of them to understand you.

0vote

TommyFFX commented

0vote

TommyFFX commented

So as you can see in the screenshot where the property "Balance" is I need to manually put the New Balance in the next row of the "Balance" property. I want to automate this if possible.

Is this helpfull to help me? :-)

0vote

TommyFFX commented

I can give the formula from any column if neccesary

0vote

polle commented

We are getting close.

You need to do some math in New Balance. Correct?

If yes.

1- You have a Balance where you enter a Number.
2- You have other columns with other Numbers.

What does New Balance has to do? Sum Balance with another column? Multiply? Divide? Or?

Knowing what you need to do in that column is the missing information.

Example:

I have a Balance column with a number and I have a Sales column with a number.

I have a New Balance column where I want to calculate the total, that is Balance x Sales. So if I have 3 in Balance and 5 in Sales, the result in New Balance should be 15.

Just explain it in plain English.

0vote

TommyFFX commented

I have a column Balance, the only column I want to manualy fill in ONCE,

then I have a column P/L $ (Profit or Loss of the trade in $)
where a formula is written:
prop("TP $") / (prop("PIPS TP") / prop("Closed Pips"))

then I have a column P/L % (Profit or Loss of the trade in % of the Balance)
where the formula is written:
round(prop("P/L $ ") / prop("Balance") * 1000) / 1000

Then I have another column New Balance
where the formula is written:
prop("Balance") + prop("P/L $ ")

So the problem is that I manually need to fill in the New Balance in the next row of column Balance

So is relation and rollup gonna help me fill in this automaticly?
Because I need it to calculate P/L % on it.

0vote

TommyFFX commented

https://prnt.sc/pN1-o8BXO6Jt

I want to fill in this automticly blue arrow

0vote

TommyFFX commented

and so on for each row again

0vote

TommyFFX commented

I saw something similar with relation and rollup in this but I can't figure it out

https://prnt.sc/9_5f9bJ8UGrL

0vote

TommyFFX commented

So if I could make a relation and rollup of the new balance making it a row lower like in the last screenshot example, then I could easier copy it in the same row, from the rollup to the balance, by making a formula of balance with just prop(rollup) I think if it should work anyway

or maybe just use the rollup as balance
=> Updated! this doesn't work cause the P/L % of the first trade would not be shown like you see here, https://prnt.sc/jko0paUcxurs

0vote

TommyFFX commented

hope you understand, sorry for the inconvenience

0vote

TommyFFX commented

like this https://prnt.sc/jko0paUcxurs

and then hide some property's

https://prnt.sc/DZZ15jOLLZyF

1vote

TommyFFX commented

No this doesn't work, I will just fill in it manually I guess

1vote

TommyFFX commented

To bad you can't copy one property to another propterty from another row, this would do the job but there is no command like prev or previous or something to get something from another row/property, just commands/formula's in the same row are possible I guess

1vote

TommyFFX commented

The problem now is when I would make the formula making a balance1 with just prop("name of the rollup witch is balance")
It would copy the first $ 0 like in the picture below:

https://prnt.sc/Kla2vw5d0HHl

and the starting balance would be gone (100.000)
https://prnt.sc/PT82L7so3xIf

1vote

TommyFFX commented

Damne you have the answer? :-)

1vote

polle commented

Sorry, I am not able to understand what you need.

I again suggest as I did in my first comment to take the time and elaborate a proper question. Adding 16 comments one after the other none stop and changing the original question for new ones randomly just complicates everything.

Keep in mind Notion formulas work by row, so you can't compare row 1 vs row 2, everything is for the single row. I comment this as some of your comments, questions and screenshots shows mixed rows, so maybe the structure is wrong and you need to think how to do what you need, which is not clear.

If you take the time to elaborate a proper question that explains everything and what you need (in one post and without changing the needs), I will take the time to help you until it works as you need if it is possible, because maybe it is not.

1vote

TommyFFX commented

I got it! It's fixed

1vote

TommyFFX commented

https://prnt.sc/V3oGMyMirxc5

This is strange.. How can the sum be 85.2 % on the bottom of my database under P/L %

1vote

TommyFFX commented

It has something to do with the more then 5 entry's, what could this be?
Everything is fine putting 5 entry's in

https://prnt.sc/SsrlBImRfgWH

1vote

TommyFFX commented

Found this on Notion:

What are the Page History limits?
Another well-documented limitation of the plans is how long the history of your Page updates is saved.

The Page History limits are currently:

Free: 7 days
Plus: 30 days
Business: 90 days
Enterprise: Unlimited

it's the 7th page/row that failed!
This is the cause I presume.

Note: this reference limit also applies to Rollup references to other databases. So if you pull data from a Rollup and then reference that Rollup, you’ll start running into missing data after 7-references as well.

That's it! My rollup is failing after the 7th reference.

1vote

polle commented

Glad you solved it. Please share the solution in an answer below and select it to mark the question as solved.

For other topics, please open new questions.

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