Auto update rollup formula conditions

Topic Labels: Automations
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4 - Data Explorer
4 - Data Explorer

I have a rollup field that calculates the amount of items that have sold in a specific month for each sku. I want that month to update with each month.

I have a SKU table that is connected to a SALES table. Below is what the rollup currently looks like. I want the Month-Year to autoupdate

I was thinking on building a script using automations where on the first of every month it would change the filter. Is this possible.

Screenshot 2022-07-15 131605

Side note: To me this is a countif formula, but I dont believe this has been implemented yet. It would be nice to see a feature that adds the ability to filter using a custom function

1 Reply 1

Hey Kevin, if I were you I’d add another field in the Sales table to determine whether the sale was made that month, and then use that as the conditional to roll up on

Here’s an example

Screenshot 2022-07-16 at 11.59.50 AM
Screenshot 2022-07-16 at 11.59.46 AM

And here’s the formula used: