Current Month automatic

kailiV · 01/02/19

I am looking for an automatic way to generate reports that compare last month and current month. I have 6 account sheets that show totals by month and category. I would like to pull all 6 accounts into one sheet that shows last and current month totals by category. Can anyone provide guidance here? TIA.

Andrée Starå · 01/02/19

Hi,

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Happy New Year!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome · 01/03/19

You could select all sheets for the report and set the criteria as When --> Date --> Is in the last (days) --> 60. This would give you a rolling 2 month view. If you wanted strictly the past two months from the 1st of last month until current, you could include a helper checkbox column on each sheet. You could then enter

=IF(OR(MONTH([Date Column]@row) = MONTH(TODAY()), MONTH([Date Column]@row) = MONTH(TODAY()) - 1, 1)

This will check the box if the date is this month or last month. You could then set that as your criteria for your report saying to show all rows where that box is checked.

Using the TODAY() function does however require that you open the sheet to update it to the current day. If you were to not open the sheet for a few months, it would not be current.

Current Month automatic

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