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Nov 29, 2019 02:37 AM
Hi,
I would like to create a total sum of the figures based on the dates I have into the months. What is the formula for that if I want to use the roll-up function?
Regards,
Andy
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Nov 29, 2019 03:53 AM
Welcome to the community, @Andy_Ho! :grinning_face_with_big_eyes: Can you be more specific about what you want to accomplish? I’m not sure what you mean by “a total sum of the figures based on the dates I have into the months.”
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Dec 02, 2019 02:49 AM
Hi sorry for being clear.
I am creating a page a spreadsheet on invoices created. We have a ‘Dates’ field for each invoice. I want to group the invoices by month without having to create another field. I just want to check if that is possible with the ‘Group’ or a ‘Rollup’ table on another spreadsheet.
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Dec 02, 2019 03:48 AM
Hi @Andy_Ho
What you need to do is to first create a calculated Year:Month field (because if you group by the Date field as is it will group by day):
and then group by that:
You could also use a rollup technique to another table which would have to have a record for each month - and each Invoice would then need to be linked to the appropriate Month record. Probably the grouping idea is better.
Hope this helps,
Julian
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Dec 02, 2019 03:58 AM
That works!!! Thanks so much!
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