I am new to Bubble, but in my evaluation of the features (so far so good) I had a similar need and I believe I got around it by creating a second data table (akin to your “budget by category”) and incrementing the value associated with that category dynamically whenever a new raw transaction was recorded in the primary table. So if your normal data table would accept new records like:
… then your second data table would have a single record for “Household Bills” that with each transaction would change the value from $250 to $280 to $330.
Obviously this is not ideal compared to a simple Group By, and depending on how dynamic your data and level of aggregation required may be impractical, but for what would otherwise be simple queries it seems to do the trick for now.
HI @emmanuel Can you give us an update on when we may see this feature. I would like charts like this to be one of the main features of my app.
BTW loving Bubble and continue to be amazed and what I have achieved knowing nothing about code - Thanks
I would also like to add that grouping of data to display in reports is essential - I am building a CRM system and would like to be able to produce a sales forecast as both a grouped report (by month, salesman etc), as well as charts.
It would also be useful to be able to contain data using more complex criteria - for example, I have a Sale Stages lookup table which has a field where the use can determine if a particular stage is to appear on their forecast - an I would like to use this as a constraint when filtering the opportunities - without having to copy the value into a field in the opportunity table (which would be terrible database design).
Without paid plugin solutions the upgrade that you are waiting on here is Data aggregations and Calculated fields. You can see these under Ongoing on the Bubble roadmap here.
The charting frameworks (ChartJS in Bubble’s case) can only render the data that is passed their way and do not inherently have the capabilities needed to aggregate / rollup data sets. So, Bubble’s approach is to build these capabilities in at source - in and around the database - rather than upgrade the elements (e.g. charts) that would use them.
With that, you should be able to achieve what you are looking for within Bubble’s own tools.
Final thought… if you want to go the workflow route, you can achieve the effect that you are looking for now without 3rd party support. You can add Sum or Average (or whatever rollup you need) fields to your objects, and use workflows to update these parent values each time a child value is changed. Although a touch clunky, this actually works fine - just be mighty careful to not let the parent value fall out of sync with the child values… because there is no coming back from there!