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jonboylib's avatar
jonboylib
Iron Contributor
Jul 19, 2022
Solved

SP Lists Monthly Total

Using SP Online Lists I have a simple purchase list that details purchases by date, e.g.;     +----------+-------------+-------+ | date | description | price | +----------+-------------+-----...
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  • RobElliott's avatar
    RobElliott
    Jul 20, 2022

    jonboylib whilst I agree with Bharath Arja about Power BI, it comes with issues around distributing reports because all users need a Power BI Pro licence to view a report.

     

    But a simple solution and keepng it all in SharePoint is to have a calculated column for the Month, in my example the formula is =TEXT([Insurance Expiry Date],"MMM YYYY").

     

    Then create a new view of the list and group by that month column and set the total to sum the amount column. It will always update as new items are added to the list.

     

     

    Rob
    Los Gallardos
    Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)

RobElliott's avatar
RobElliott
Silver Contributor
Jul 20, 2022

jonboylib whilst I agree with Bharath Arja about Power BI, it comes with issues around distributing reports because all users need a Power BI Pro licence to view a report.

 

But a simple solution and keepng it all in SharePoint is to have a calculated column for the Month, in my example the formula is =TEXT([Insurance Expiry Date],"MMM YYYY").

 

Then create a new view of the list and group by that month column and set the total to sum the amount column. It will always update as new items are added to the list.

 

 

Rob
Los Gallardos
Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)

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