Using a date to select something from a select lookup

1

Hello there,
Would really appreciate some help on an issue I’ve run into.

I’m building a booking database.

I want to be able to work out how much money I’ve made in a month against a target.
I currently have a table with my booking months in, mapped against my targets:
October 2019
November 2019
etc

I pull this via a look up into my bookings table which allows me to manually set the month the booking is made.

I would like to be able to automatically select the option based on the start date - so if a booking is made in June 2020 - It will categorise it in the correct month.

The reason I’m doing it this way round is so I can match it to the monthly target.

Hopefully that makes sense - it feels like there must be a formula I could use to achieve it!

Thanks in advance

2

Dear @Dan_Price,

If I understood well, this is what you are looking for:

image
image712×457 14 KB

3

Thanks for coming back to me!

I’m wondering how I can use this in my particular situation - I want to map this against a monthly target. For example In October I have target of £1000 worth of bookings.
I want to see my actual revenue from my bookings mapped against this.

4

Dear @Dan_Price,

Would you mind to update the sharing settings of your doc?

image

5

Thanks!

6

Dear @Dan_Price,

I think you where quite close, sometimes we compare text to numbers and the formula won’t work, therefore always have a look at the coding.

Please have a look if this is working for you?

1 Like
7

Amazing - this is it!

Thanks so much for taking the time to help me with this, its genuinely appreciated and has saved me a lot of time.

Thanks,
Dan