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  • How do I total sales from a spreadsheet within the last 6 days from today’s date using Storage by Zapier?
Best answer

How do I total sales from a spreadsheet within the last 6 days from today’s date using Storage by Zapier?

  • 19 July 2022
  • 4 replies
  • 169 views
A
Userlevel 1

Hi,

Please can someone assist. What is the best way to solve the following.

 

I want to sum total sales data from a spreadsheet thats within the last 6 days from todays date.

I want to store those values and sum them together and store them in a zapier storage. 

I need the Zapier storage to clear itself so that only the last 6 days worth of data is stored as a total.

 

Hope this makes sense.

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Best answer by Troy Tessalone 20 July 2022, 17:53

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4 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @AshleyB 

Good question.

This can easily be done in Airtable: https://zapier.com/apps/airtable/integrations

  1. Log each records
  2. Link records to a MASTER record in a different Table.
  3. Use a Rollup field with conditions to only include records within the last X days: https://support.airtable.com/hc/en-us/articles/360042807233-Rollup-field-overview

 

If you’re trying to use GSheets, then you can use another GSheet tab.

Formulas can be used to sum up the desired rows.

Try these functions:

FILTER: https://support.google.com/docs/answer/3093197?hl=en

or

QUERY: https://support.google.com/docs/answer/3093343?hl=en

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Danvers
Userlevel 7
Badge +12

Hi @AshleyB!

Do you think that Troy’s suggestion of using a Google Sheets function (or moving the data to Airtable and using the functions there) will do what you need it to? I think that they will likely be the easier options, but if they wont work for this specific use case let us know, and tell us why, and we’ll see if we can figure something out!

 

Thanks!

A
Userlevel 1

@Troy Tessalone Thank you for getting back. Unfortunately I only want to use Zapier.

@Danvers - Is it possible to do this without editing the google sheet / adding tabs. Just use Zapier standard tools.

 

  1. Sales Sheet
  2. User adds a sale
  3. Zapier Trigger Google Sheets row
  4. Zapier lookups all Rows for Matching date that is within 6 days
  5. Zapier sums total sales for the last 6 days
  6. Zapier Saves to Storage
  7. Zapier Storage removes data that is older than 6 days

Hope this makes senses. Thanks again for support

Troy Tessalone
Userlevel 7
Badge +14

@AshleyB 

FYI: GSheets Zap app has limits of finding 10 or 20 rows MAX.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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