Show the total monthly sales per user

Basically, I want to show the monthly sales per user, not the total of all sales per user.

I have an array which brings the months of the sales per user, but I only want to show the current month (“which is 4”) removing the other months (in this case it only appears the “3” but I don’t want to show any of them except the current)

Maybe I’m doing it the wrong way.

First, use the math or format date column to convert sales dates and search dates to MMYYYY format, then IF-ELSE column to find matching sales, then use rollup to sum them. you can add user email to formatted dates, to extract specific users.

Thanks for the reply! Ill try that. I always struggle with dates

Expanding on Uzo’s idea:

  • Create a math column in your User Profiles table:


With D being the “now” value. You would get 202304 for today.

  • Create a math column in your sales record table.

YEAR(D)*100 + MONTH(D)

WIth D being the date of the sales record.

  • Create a relation from the user profiles table to the record table, make it match multiple rows, then rollup the sales value.