Not sure which formula to use


#1

Hi,

I have a field where I enter the date that I’ve raised an invoice. I would then like to see how much revenue I brought in say in June vs July. Do I have to add another field and manually add the month that I raised the invoice or can I input a snazzy formula to do the work for me?

Thanks in advance

K


#2

You can create a Formula field called Month for instance, and use the MONTH() function with your date. Check the docs: https://support.airtable.com/hc/en-us/articles/203255215-Formula-field-reference#date_and_time_functions

Then you could Group by that field and compare the Sums. You also could create a Chat block if you have a Pro account: https://support.airtable.com/hc/en-us/articles/115013248487-Chart-block


#3

Just thinking… you could also create another Table for the months, with the correspondent Linked Record field in the Invoices. Then you could add a Rollup field in that table to sum the invoices amounts. I think you should do this to be able to use the Chart block.


#4

Thanks. I’ve just created the Month formula and it comes back with the corresponding number to the month i.e. 7 = July. I’m assuming I can’t change that to show July rather than 7?

This is exactly what I want to do but I have zero idea of how to create it! Any video tutorials of how to do this?!


#5

Check the link, I think you can just format the date as you want.

A Rollup? It’s just a type of field: https://support.airtable.com/hc/en-us/articles/202576599-Rollup-field-reference