Extract (only) the first row of a given month

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Hi team,

My table format is something like
ROW ID, Month + Year, CategoryID, Amount
1, 01-2024, 1, 10
2, 01-2024, 2, 20
3, 01-2024, 1, 15
4, 02-2024, 1, 20

And I’m looking for a way to extract the first amount value per Month+Year&CategoryID combination, i.e.:
ROW ID, Month + Year, CategoryID, Amount, First Amount
1, 01-2024, 1, 10, 10
2, 01-2024, 2, 20, 20
3, 01-2024, 1, 15, 10
4, 02-2024, 1, 20, 20

And to be more precise, as this table might get a bit messy, I would like to extract the relevant RowID (as the key is unique, unlike the ‘amount’):
ROW ID, Month + Year, CategoryID, Amount, First AmountRowID
1, 01-2024, 1, 10, 1
2, 01-2024, 2, 20, 2
3, 01-2024, 1, 15, 1
4, 02-2024, 1, 20, 4

Happy to hear your thoughts, thanks.

2
  • Create a Query column that targets the table and apply the following filters:
    – Month-year is This row->Month-year
    – Category is This row->Category
  • Use a Single Value column to select the first amount (or RowID) from the query.
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