Using Rollup to calculate a total price per month per client

[Dave_Martin]

I am responsible for billing regular users of our Village Hall on a monthly basis. Currently, I export the data from the billing system, reduce the number of columns to the pertinent, sort by Hirer and then by date and then subtotal booking fee by Hirer and I end up with a sheet like this:

I have spent 3 or 4 days now trying to replicate this in Airtable, with no joy whatsoever. I have linked tables and tried to roll up, but I cannot figure out how to roll up for each hirer. The best I have managed is to group by hirer and manually copy the summarised price total to another sheet.

[Kamille_Parks]

Is the desired end result a table with one row per Hirer per month, with their total for that month? If so try looking at this solution:

Creating a “Monthly Billing” table Formulas

I covered how to do time-based reporting on last season’s Built On Air: [[S09-E11] Full Podcast for 11-23-2021] The base being demo’d is this one: Since you appear to only need monthly reporting, you may not need the full solution described in the video but the general process is the same: Use a DATETIME_FORMAT() formula to convert your dates into the name of the month (and presumably the year) to get 12/9/2021 to look like “December 2021”, or whatever your prefered format is Us…

[Dave_Martin]

Sounds promising. At a little over an hour, it might be awhile until I can confirm, but thank you for replying in the meantime.