Sum of field if dates are between X and Y


#1

Hi there!

I’d like to be able to automatically calculate quarterly summaries in a table. I have different types of jobs and I’d like to be able to see how much I earned each quarter per job type, and in total (so all of the job types combined). So basically, what I would like is a conditional rollup that does the following:

If job type = X and dates are between X and Y (e.g. between January 1st and March 31st), calculate the sum of everything I invoiced for that particular job type (I have a field that specifies how much I earn for each job).

Is this possible and if so, how do I go about doing this?

Thanks!