Get started

Use Case Library


sumUp gadgets



sumUp calculation rows


sumUp calculation rules


sumUp custom fields


Permission management


sumUp global settings


sumUp post function


Differences Server/Cloud app


Third party app support


Additional product info


Versions Compared

Old Version 42

changes.mady.by.user Rebecca Plattner

Saved on

compared with

New Version 43

changes.mady.by.user Nicolas Werle

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


UI Text Box
sizemedium
typeinfo
As a marketing team, we understand that it is important to keep track of your expenses. You will be able to see the difference in no time! That is why sumUp is here to help! Our Grouped Filter Results gadget makes it easy to compare your actual costs with your budget. In this example, you will learn how to use sumUp to compare last year's budget and costs per quarter.
Warning

Status
colourYellow
titleVersion 3.8.0
is required! 



As you can see, we have configured the gadget so that you can see the budget for each quarter and the total cost and number of issues. On the bottom of the gadget you can see the total budget for the year and the total cost and total number of issues. At the top you can see the options to select a different time period. 


UI Text Box
typetip
You can tweak the date options on top of the gadget at any time without destroying your configurations. 




Configuration


OptionSettings
What is the name of your gadget? A precise name like Marketing Campaign cost analysis makes it easy to locate the gadget on the dashboard.
Which issues do you want to analyze?

Before Filter can be chosen, there has to be set a Filter. For this project the Filter Marketing Campaigns contains the whole project. 

Which fields would you like to display?

To use the custom number fields Budget and Total Costs you have to create a custom calculation rule. Then select the fields in the gadget. 

How do you want to group the results?

Group the results by "by End Date" to  to ensure the costs are correctly grouped. End Date is a custom date field that must also be created.

How many rows do you want to display per page? For a quarterly view, there are only four entries. Therefore, the default option of 10 rows is enough. 
Which time period do you want to display as default?To view all data, select All-time.
Which default for the date aggregation level do you choose?If you choose the Quarterly option, the data is displayed per quarter.
Refresh Interval:The gadget will refresh automatically when the side is reloaded, if you choose Never. 


Page properties
hiddentrue
GadgetGrouped Filter Results
DescriptionCompare previous year's budgets and costs on a quarterly basis.