Show the total monthly sales per user

1

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.

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2

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.

3

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

4

Expanding on Uzo’s idea:

  • Create a math column in your User Profiles table:

YEAR(D)*100+MONTH(D)

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.
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