+3Hi!
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!
Best answer by TheTimeSavingCo
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
+28Hi 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
+3Hi 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
Thank you so much! That worked perfectly!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
