Hi all,
I've been using a similar format to the example data/table setup below and I want to be able to have a text item in Power Apps that shows the Total 'Taxable Income' so far this Tax Year (UK: 6 April 2024 to 5 April 2025), based off the current date when it's being viewed.
So if I went into the app today (16th Jan 2025), it would have added up all of the Taxable Income amounts (for example) for every month from 6th April 2024 through to the end of December. (9 payments)
Then in February, after the next payment amount, it would add the end of January's payment on..................and so on...........so that it adapts to the newly added information each time.
I thought about using LookUp(Table1, Col1="CY April Taxable Income", 'Col3') in an 'If' statement with Now() or Today() or something similar, somehow, but can't seem to get the right combination that works for the scenario. (Struggling with a migraine, so on limited energy as it is!)
I managed to get the Total Taxable Income for the whole tax year (or any value, if you swap out the "CY _____ Taxable Income" sections), using the following:
Text(Value
(Sum(
(LookUp(Table1,Col1="CY April Taxable Income",'Col3')),
(LookUp(Table1,Col1="CY May Taxable Income",'Col3')),
(LookUp(Table1,Col1="CY June Taxable Income",'Col3')),
(LookUp(Table1,Col1="CY July Taxable Income",'Col3')),
(LookUp(Table1,Col1="CY August Taxable Income",'Col3')),
(LookUp(Table1,Col1="CY September Taxable Income",'Col3')),
(LookUp(Table1,Col1="CY October Taxable Income",'Col3')),
(LookUp(Table1,Col1="CY November Taxable Income",'Col3')),
(LookUp(Table1,Col1="CY December Taxable Income",'Col3')),
(LookUp(Table1,Col1="CY January Taxable Income",'Col3')),
(LookUp(Table1,Col1="CY February Taxable Income",'Col3')),
(LookUp(Table1,Col1="CY March Taxable Income",'Col3')))),
"£#,##0.00"
)
Just wondering if there's a way of amending/adapting this with some form of 'Year To Date' formula, or if there's an even easier way.........?
Thanks.
Here's the fake data set I made up in Excel to try it out................
(CY is just shorthand for 'current year')
April |
|
|
CY April Taxable Income |
|
£1,347.33 |
CY April Income Tax |
|
£59.80 |
CY April Tax Code |
|
1257L |
CY April National Insurance |
|
£29.14 |
CY April Payment Date |
|
30 April 2024 |
May |
|
|
CY May Taxable Income |
|
£1,347.33 |
CY May Income Tax |
|
£59.80 |
CY May Tax Code |
|
1257L |
CY May National Insurance |
|
£29.14 |
CY May Payment Date |
|
31 May 2024 |
June |
|
|
CY June Taxable Income |
|
£1,347.33 |
CY June Income Tax |
|
£59.80 |
CY June Tax Code |
|
1257L |
CY June National Insurance |
|
£29.14 |
CY June Payment Date |
|
28 June 2024 |
July |
|
|
CY July Taxable Income |
|
£1,347.33 |
CY July Income Tax |
|
£59.80 |
CY July Tax Code |
|
1257L |
CY July National Insurance |
|
£29.14 |
CY July Payment Date |
|
31 July 2024 |
August |
|
|
CY August Taxable Income |
|
£1,347.33 |
CY August Income Tax |
|
£59.80 |
CY August Tax Code |
|
1257L |
CY August National Insurance |
|
£29.14 |
CY August Payment Date |
|
30 August 2024 |
September |
|
|
CY September Taxable Income |
|
£1,347.33 |
CY September Income Tax |
|
£59.80 |
CY September Tax Code |
|
1257L |
CY September National Insurance |
|
£29.14 |
CY September Payment Date |
|
30 September 2024 |
October |
|
|
CY October Taxable Income |
|
£1,347.33 |
CY October Income Tax |
|
£59.80 |
CY October Tax Code |
|
1257L |
CY October National Insurance |
|
£29.14 |
CY October Payment Date |
|
31 October 2024 |
November |
|
|
CY November Taxable Income |
|
£1,347.33 |
CY November Income Tax |
|
£59.80 |
CY November Tax Code |
|
1257L |
CY November National Insurance |
|
£29.14 |
CY November Payment Date |
|
29 November 2024 |
December |
|
|
CY December Taxable Income |
|
£1,347.33 |
CY December Income Tax |
|
£59.80 |
CY December Tax Code |
|
1257L |
CY December National Insurance |
|
£29.14 |
CY December Payment Date |
|
31 December 2024 |
January |
|
|
CY January Taxable Income |
|
£1,347.33 |
CY January Income Tax |
|
£59.80 |
CY January Tax Code |
|
1257L |
CY January National Insurance |
|
£29.14 |
CY January Payment Date |
|
31 January 2025 |
February |
|
|
CY February Taxable Income |
|
£1,347.33 |
CY February Income Tax |
|
£59.80 |
CY February Tax Code |
|
1257L |
CY February National Insurance |
|
£29.14 |
CY February Payment Date |
|
28 February 2025 |
March |
|
|
CY March Taxable Income |
|
£1,347.33 |
CY March Income Tax |
|
£59.80 |
CY March Tax Code |
|
1257L |
CY March National Insurance |
|
£29.14 |
CY March Payment Date |
|
31 March 2025 |
CY Total Taxable Income |
|
£16,167.96 |
CY Total Tax Paid |
|
£717.60 |
CY Total National Insurance Paid |
|
£320.54 |
CY Total Pay After Tax |
|
£15,129.82 |
Or image version/screen grab, if that's better...........