Adding values based on month

[Deano478]

Hi everyone,

I'm currently hitting a bit of brick wall with something that you may be able to help me with basically I have data for the 2021 year and what I'm trying to do is Calculate the balance for each ID for January. In the example below I would need to do this for ID 1

Here's an example:

Code	Name	Total	Month
1	Test 1	180.00	January
2	Test 2	890.00	January
3	Test 3	120.50	June
3	Test 3	200.00	May
4	Test 4	167.75	April
1	Test 1	11.00	January
1	Test 1	8000.50	January
1	Test 1	10.00	January
1	Test 1	100.00	January

this might be simple but I just can't seem to figure it out. any ideas or help is much appreciated.

Thanks to you all in advance.

[PanPP · Accepted solution]

Hi @Deano478 

I have provided a sample WF.

Hope this helps. If it does, please like the message and mark it as a solution. If you have any other questions, let us know.

[Deano478]

@PanPP  wow it was a lot easier than I thought thank you for the help I learned something new today 

[PanPP]

@Deano478 

Glad I was able to help. If you have any other questions, post them on the community!