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RES
Regular Visitor

Calculate sum based on dates within a month of another column

Report MonthValueIncident Date
2/1/2025

5

1/2/2018
2/1/202553/12/2019
2/1/2025512/3/2023
2/1/2025102/2/2025
2/1/202554/8/2020
2/1/202557/9/2020
2/1/202552/13/2025
2/1/202551/31/2019

 

How would I calculate the sum of Value so that its grouped by when Incident Date is within the same month as the Report Date

 

In this example the report month has a value of 15 since two incidents occured in Feb 2025. 

1 ACCEPTED SOLUTION
lbendlin
Super User
Super User

use this as a calculated column

 

FORMAT([Report Month],"YYYYMM")=FORMAT([Incident Date],"YYYYMM")

 

and use it as a filter.

View solution in original post

1 REPLY 1
lbendlin
Super User
Super User

use this as a calculated column

 

FORMAT([Report Month],"YYYYMM")=FORMAT([Incident Date],"YYYYMM")

 

and use it as a filter.

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