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Jan 24, 2023 04:04 PM
Hi!
I have a table with freelancers, I have another with expenses associated (payment info & dates that went to each freelancer).
What I am trying to do is pull all expenses linked to each freelancer by month. So I have columns labeled with the months on my freelancer's base. I just can't figure out the roll-up formula to limit the column to only count expenses (weeks paid) per month/date range.
Thank you!
Solved! Go to Solution.
Jan 24, 2023 11:18 PM
Hi Sierra, I think you could do this via the conditional filters within a rollup, resulting in the following:
The downside to this is that you'd have to create one field per month and set the filters though
Another method you could try is to use a new table to link invoices of a single freelancer for a month year together, like so:
You'd have an automation that would create the links for you whenever an invoice is created as well, so it's just set and forget
Base link
Jan 24, 2023 11:18 PM
Hi Sierra, I think you could do this via the conditional filters within a rollup, resulting in the following:
The downside to this is that you'd have to create one field per month and set the filters though
Another method you could try is to use a new table to link invoices of a single freelancer for a month year together, like so:
You'd have an automation that would create the links for you whenever an invoice is created as well, so it's just set and forget
Base link
Jan 27, 2023 11:25 AM
Thank you so much! That worked perfectly!