Bases: Total-Values (Simple-Math-/Excel-Functionality) for Bases-Views

Use case or problem

I am personally often in a situation where I have to create a spreadsheet (in Excel or google sheets) just because I need some very basic math-totals for a list of things I might already have notes for in Obsidian.
Now that we have bases I can already display my notes in a spreadsheet/database-view, but I still can not calculate simple total-values for the properties of those notes.
Instead of duplicating data by creating a spreadsheet in a different app, I would love to stay in Obsidian where I might already have a lot of additional information about the list-items in the notes.

That’s why I am suggesting the addition of simple math-total-values in Obsidian bases!

Example-Use-Cases:

Imagine you have a Base with a couple of number-properties (e.g. the “price” of the thing the note is about or the amount of “things” someone owns of a certain kind or the Cash-Inflow/outflow of a booking etc.) or checkbox-properties (e.g. Habit-Done-Today) or Date-Properties (e.g. Creationdate)

In those cases it would be really nice to be able to create total-values with simple math-formulas for the current-view, e.g.:

  • The total sum of the prices of all the visible notes
  • The total cashflow (sum of all positive values minus all negative values)
  • The total number of checked/unchecked checkboxes in a Column (how many times did I do the habit this month - in a view that filters daily notes for a month)
  • The total number of unique-days in a view that shows all notes to tell you on how many days you created notes etc.

Example-Benefits of this feature

This would give us basic-excel-capabilities on top of our notes and allow for completely new use-cases like:

  • simple Money-Trackers in Obsidian
  • better Habit-Tracking in Obsidian
  • Lists of Posessions and their value → you can easily calculate the total value of your posessions

In General it would make Obsidian (Bases) way more flexible and allow us to use our notes in a new way. Bases already offers a lot of Excel/Database-Capabilites and this would go one step further.

Proposed solution

In my mind the solution would be to add an optional “total-values”-row to the top/bottom of the base (also pinnable so that it is always visible - see: Bases: Ability to Pin / Freeze Base Table Headers )

In this total-values-row the user can then select for which columns totals should be caluclated using which (simple) math formula - e.g. Sum for Column1 etc.
This configuration should be View-Specific but if no view-specific settings are found it should take the one configured for the general base (if there is one and the totals-toggle is active).

Ideally this total-value-row always respects the current filters and only calculates the total-value for the currently visible files.

I hope I was able to describe what I am looking for - feel free to ask/discuss in the comments!

5 Likes

Will be implemented v1.10.x as “table summaries”. No ETAs.

3 Likes

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