Sum Previous Month Values

Hi! This is my first topic here.

I need to get the sum of previous months like if the current month is september and the minimum month is july. I need the sum between this. Another example if the same account number the current month is august, I need the sum between from august to july.

For this situation, For the current month 09-2022 must show 3, august 2 and july 1.

Thank you so much!

Workflow

Accepted answers

gyang3

@joaopmts see below the revised workflow. If I'm understanding correctly, you're looking for a running total of the unpaid generated invoices given the min and current month. Please see attached which should get you to the output. If not, can you share your desired output?

If this does solve your issue, please mark as solution so others may be pointed to it.

Sum Month Values Revised.yxmd

All comments

MilindG

Datetimediff([Min_month], [Current_month], 'Month')

gyang3

Hi @joaopmts see workflow below. Its a simple formula calculation to get the sum

Let me know if that resolves it and please mark as such so others can get to the solution.

Sum Month Values.yxmd

joaopmts

Hi! Thank for your answer. But this is not exactly what I`m looking for.

This is the output for the solution you gave me.

The count columns is the number of unpaid gerenated invoices in the month. So I want a another colum that tell me the sum of unpaid invoices for the previous month. And as my print, some times maybe more than 1 is gerenated. In this case, 12/2021 should be 2, 01/22 - 3, and so it goes. If 01/22 the count was 2, the final count should be showing 4 as an example.