Help

Sale sumup by month

Topic Labels: Formulas
758 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Kamil
4 - Data Explorer
4 - Data Explorer

Hi,

I am trying to create a sum up view form my services sales. I provide only 7 services but I sell them always with different price and expense.

This is what I have:
Table 1: Service - Service (Service name + reference number of each sale), reference number of each sale, Sale date, Sale month (from Sale date), Price (different for each sale!)
Table 2: Expenses - Name of expense (Service Name+date of expense), date of expense, amount paid
Table 3: - Service name - linked to Expenses and Service table, where I rollup all sales and expenses for each month (using conditions) then I can get net profit.

The problem is that every new month I have to create new conditional roll up to get monthly sale, expense and net profit. Is there any way I can create this reports automatic? Creating views in ech table won’t be enough for me as I can’t get the net profit values using only views :confused:

Thank you all in advance!

Kamil

0 Replies 0