I am able to do this manually - by creating a field with a formula, but I am working on a 5 year project so making 60 columns and typing in the formula each time is a little tedious! So I wondered if anyone had any clever ideas?
Essentially, I have a table of transactions - with a field showing which year / month (yyyy-mm) the invoice will be paid. I need to show our Finance Director a cash flow report (very easy in Excel!) with a column for each month over the next 5 years.
I can create a field / column, with a Lookup field, only showing transactions for the month (the field name would be Jan-22 for example) - but that would take a while to set up - as mentioned above - 60 columns / formulas to manually enter - even with duplicating the field it would take a while.
I’d also need to show cumulative total (so the total of all spends up to that specific month)