Include line value in a sheet if creation date falls in a certain range

Chantelle

Hi all

I need help with a formula in a budget sheet. All orders my team creates are on 1 sheet per fiscal year. My issue that I have is to report on a monthly basis what was spent on each month.

I would like to find out what formula I can use to calculate the order amount in a certain month. Hope this makes sense. :)

Philip Robbins

I would add a column in called something like "Reporting Month" with the following formula (assuming your created date column is called "Created").

=YEAR(Created@row) + "-" + IF(MONTH(Created@row) > 9, MONTH(Created@row), "0" + MONTH(Created@row))

You can then feed your sheet into a report, group by "Reporting Month" and sum any budget columns you wish.

Note: The IF condition in the formula adds a preceding zero to months 1-9, so that the default sorting order is correct.