Building Cell level value population

Queries and Resources
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#1

I want to build an EOD report with defined 10 rows and 5 columns where in each cell value have a specific number of the day.
EX: A1 = Total transactions of the Day
A2 = Count of Transactions of the Day
A3 = Unique customers of the Day

Its a snapshot report. Today we do this in excel and use lot of lookups for this. We want to migrate to RETOOL and trying to build the same. How can I achieve this.

#2

@VM_Tech There are multiple ways to achieve this, but it would be more helpful for the community if you could provide more information such as if you intend to use a database, import a .csv file, etc..

#3

@ScottR - I have 2 sources

  1. PostGres in AWS
  2. Excel Sheet which is a dump from my Sales team.

As a P0 deliverable, I should be completing for th PostGres as a source.
As a P1 deliverable, I have to join the Excel Sheet to add more EOD values.

#4

More complicated than I expected - I would get that excel data into a table in the db otherwise you will have to extract the data from the excel directly....

#5

@ScottR - Lets say that we have the whole data in one table. In that case. how can I build a report on top of this table where in each has a specific derivation as I shared in the original question?

#6

OK - so if you did have all of the data in a db (not sure what kind) you would simply write a query to get that data and display it in a table component - which can be downloaded as a csv or you could generate a PDF as well

#7

@ScottR - I am able to get the data into a Table and show on retool.
But I want to generate the report on top of that data.

Use case : I have user transactions in a postgres DB. I am able to bring all that data and show as a table in Retool. Now I want to display a final block where in I need to do the computations and show

  1. Total transactions of the day
  2. Max number of transactions performed by a user.
  3. Average value of the transactions.
  4. Compare from yesterday and identify the percentage change in the total volume.

I need guidance in identifying on how can I build the report with these values using the base data.

#8

You can use Query JSON with SQL as a resource and query on that table data to do the calculations you need... if you can share the code/data from that table here I can try to build what you need - note that I may not be able to get to this until early next week...