I have one column where I have converted the date to the month where January=1, July=7, December=12, etc. I would like to take amounts in another field, e.g. “credits” and sum those amounts by the month. How is this done? Or what formula? Thanks

A Query column (and relation column) does not return a value. It just creates a link to rows. I’m not sure what you mean when you say that it returns a text column, since the query itself doesn’t return a value. All you should need is a Rollup column that looks through the Query to sum the values in the queried table. What does the column look like that you are trying to sum?

Create a Query column that uses a filter like “month equals this row->month”, then create a rollup column that targets the query column and does a sum.

[image] Generating a total You can use a Rollup column to create totals. If you want to Rollup filtered data, then you can also apply a Rollup column to an existing relation or query instead of an entire table. When trying to Rollup a value for a specific month, it’s best to use a math column to convert any dates into an easy numeric value. This in a math column will give you the year and month joined together. Year(Date)*10^2 +Month(Date) Then you can use that number to create relations.

This is what I have done: Created a query where column D is greater than 0 and Month equals 7 (for July) This produces a text column saying “Deposit #4322” The amount for July is in this column but I cannot sum it.

Thanks for your help. I was able to resolve my problem by creating an “If then else” column for the month number and then for each month I did a “RollUp” for that “If then” column. Now I am producing a screen of that. Thanks again.

Creating a SumIf

Ask for Help

Jeff_Hager December 30, 2023, 4:15am 3

Topic		Replies	Views
Generating a total Ask for Help	1	218	December 29, 2023
Calculating total monthly Ask for Help	5	208	March 28, 2024
Help in sum by date and label Ask for Help	7	85	February 17, 2025
Calculo mensual Ask for Help	3	212	January 21, 2024
Sum values by month Ask for Help	5	444	December 9, 2023

Creating a SumIf

Related topics