🤔 How to: Connect Month to Amount w/ ability to search data points (w/ video)

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1

Hello!

Two part question:

  1. UX Design: What is the most efficient way to connect the data in a good flow? Specifically when they only need to enter certain things every 20 days?

  2. How do I connect the data in the sheet in order to search it? i.e. Monthly total, year to date total, etc.

Thanks

2

@Robert_Petitto @ThinhDinh Any ideas or suggestions for this? Thank youhttps://app.screencast.com/6HXiwT8738k4u

3

It’s asking me to sign up to view the video. Is there a public way to share your video?

4

My apologies @ThinhDinh . Here is an updated link. Date Stamp configuration - TechSmith Screencast - TechSmith Screencast

5

If I understand you right, you want to have an entry date be filled every time a user submits the form? That can be done like this.

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Without knowing more about your data strucutre, you would have to create a series of queries and rollups to achieve that.