Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

Totaling multiple fields based on month

Topic Labels: Workflow Design
Solved
Jump to Solution
1974 2
cancel
Showing results for 
Search instead for 
Did you mean: 
Dbucks
4 - Data Explorer
4 - Data Explorer

Hey Airtable community,

My service business has multiple income streams, ranging from one-time to ongoing projects.

I am attempting to create a table that can total both one-time revenue and requiring revenue for the month that income comes in. I am having a hard time getting my head around how to do this.

I first have a date column with the date the project started and then a formula column that formates the date to just the month so that I can group by month.

Currently, I'm only accounting for one-time revenue. I was thinking I could create another date column with automation to duplicate on the same day every month for recurring payments. 

From here, I don't know how I would total both one-time and recurring payments in a given month?

Any help would be greatly appreciated!

1 Solution

Accepted Solutions
Lom_Labs
7 - App Architect
7 - App Architect

Hello Dbucks, if I am understanding you correctly I think you can do this with an automation.  Use a formula field to display the month, quarter or year value of that record as you have already done, and use the automation to copy that value into a linked field to the appropriate table.

Here is a template that you can use

Screenshot 2023-02-10 at 1.26.56 PM.png

Screenshot 2023-02-10 at 1.27.01 PM.png

 Screenshot 2023-02-10 at 1.27.30 PM.png 

See Solution in Thread

2 Replies 2
Lom_Labs
7 - App Architect
7 - App Architect

Hello Dbucks, if I am understanding you correctly I think you can do this with an automation.  Use a formula field to display the month, quarter or year value of that record as you have already done, and use the automation to copy that value into a linked field to the appropriate table.

Here is a template that you can use

Screenshot 2023-02-10 at 1.26.56 PM.png

Screenshot 2023-02-10 at 1.27.01 PM.png

 Screenshot 2023-02-10 at 1.27.30 PM.png 

Okay, great. Thank you, this was really helpful!