How do I...?

return the previous month's record

I'm uploading invoices into our table. Each entry in the table will list the date run, the company name, qty and subtotal. I also want to add a column that populates what the previous month's qty was, so i can add an additional column that calculates the variance.

Can someone help me with what the formula would be to return the previous month's qty?

Thanks in advance

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  • Cristina commented  ·   ·  Flag as inappropriate

    Hi Noelle,

    Thank you for reaching out!

    In calculations, you are able to look at the previous month by using a combination of the date functions found in the link below.

    https://help.trackvia.com/knowledgebase/articles/277734-date-functions

    The logic of the syntax shown below is saying, if the month of the "Date field" is equal to the previous month, output the "Quantity", otherwise, leave blank.

    if(month({Date Field})=month(today())-1,{Quantity},null())

    If you would like further assistance, feel free to send your request to support@trackvia.com with the name of the table/view/fields and any additional details that might be helpful.

    Regards,

    Cristina

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