How can I get a sum of column Amount Received for a specific month based on Date Payment Received column? What expression can I use to,show that in a virtual column?
Hey
This would be much easier to achieve in a reporting tool like Looker Studio but it depends where you’d like to show it. The forumla is easy but thats dependant on where you’d put it.
You could also create a chart and run this in a dashboard on the app itself creating a slice for your invoice data for this month, last month etc.
The forumlas would be something like
This month sum
SUM(
SELECT(
YourTable[Amount Received],
AND(
MONTH([Date]) = MONTH(TODAY()),
YEAR([Date]) = YEAR(TODAY())
)
)
)
Last month Sum
SUM(
SELECT(
YourTable[Amount Received],
AND(
MONTH([Date]) = MONTH(EDATE(TODAY(), -1)),
YEAR([Date]) = YEAR(EDATE(TODAY(), -1))
)
)
)
But honestly i would do this in looker studio and create a dedicated report for your business
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