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Hello the Community,


I’m sorry for this stupid question, or, at least, a question coming from a beginner… but didn’t find my answer since days!

I have to manage a coaching data base, where I follow each appointment with the Coachee’s Name, the Coach’s Name, the date of the appointment, the debriefing etc…

And I would like to create an indicator showing the number of coachings done by a coach since the 1st of the current month. I don’t want a count since the past 30 days, but since the 1st day of the month.

For example: we are the 22nd of Jan and I would like to count the number of coachings done since the 1st of jan… not since the 22nd of december.

And of course, I would like to have it in an automatic way to follow it each month.


Thanks a lot for your help!

For the appointments table, make a new formula field that looks something like this


IF(DATETIME_FORMAT({Date field}, 'YYYYMM') = DATETIME_FORMAT(TODAY(), 'YYYYMM'), "count", BLANK()


^ That will show the word “count” on every appointment record which happened this month. Then you use conditional a Count field in the Coach table to count each coach’s appointments for the current month.

For the appointments table, make a new formula field that looks something like this


IF(DATETIME_FORMAT({Date field}, 'YYYYMM') = DATETIME_FORMAT(TODAY(), 'YYYYMM'), "count", BLANK()


^ That will show the word “count” on every appointment record which happened this month. Then you use conditional a Count field in the Coach table to count each coach’s appointments for the current month.


Wonderful! Thank you so much!! 🙏 🙏

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