I’m trying to write a formula that will sum the values in rows that have a date (in the “Period” column) that matches the current month we’re in.
For example, we’re in December right now, so I want the formula to sum 131, 113, and 118. But as soon as we roll into January, I don’t want it to count those. Instead, I want it to automatically count the values with “Jan” in the “Period” column.
good to see you actively working on gaining a better understanding of how to Coda
You need something like below, it s a filter. Filters are the most used function in Coda, understanding how they work and how powerful they are, will help you a lot.
Your mind tells you, if this then that, while the complete mental phrase maybe should be, if the month of the period contains the month here (or on this row), then take the sum of organic
okay, the key phrase is ‘we are currently in on any given account’
in this scenario we work with Today().Month() and the same for year because next year december you want next year december and not this year and next year.