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Monthly report with Changing month name, how to use column name in formula

Waleedmughal
5 - Atom

I have twelve month data from Jan2022 to Dec2022 with formula that uses month names. I prepare this report every month by updating formula by deleting old month and adding new month, so for next month my twelve months will be like Feb2022 to Jan2023 . Is there a way I can automate the process so that it adds new month and delete old month on every new month? Screenshot attached for sample data

2 REPLIES 2
FinnCharlton
13 - Pulsar

Hi @Waleedmughal , this workflow should help you out.

It generates column names for the previous 12 months, then joins them to your data. This will retain current values, whereas new months are null and you can enter the new data.

FinnCharlton_0-1675183053851.png

 

Hi @Waleedmughal 

 

This is another way of doing it.

 

Data can be joined to your main data stream, then you can use a crosstab to give you the desired layout. Cheers!

 

christine_assaad_0-1675183479489.png

 

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