---
title: Monthly or YOY Reporting in Salesforce with Rollup Helper & Lookup Helper
description: A step by step walkthrough of combining Rollup Helper and Lookup Helper for Year over Year or Monthly Reporting.
---

[Rollup Helper Use Case Library | Passage Technology ](https://www.passagetechnology.com/rollup-helper-use-cases)

# [Monthly or YOY Reporting in Salesforce with Rollup Helper & Lookup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/monthly-or-yoy-reporting-in-salesforce-with-rollup-helper-and-lookup-helper)

 Written by [Susan Harris](https://www.passagetechnology.com/rollup-helper-use-cases/author/susan-harris) | Nov 30, 2017

## Problem: I need Monthly reporting to show the amount of open Opportunities this month. This could also be done for Year-over-Year reports.  

## Solution: You can use Rollup Helper and Lookup Helper together.

For this example, we will do monthly reporting. 

- From Setup > Object Manager 
    - Create a Reporting Month custom Object
    - Create Lookup relationship Field from Opportunity to Reporting Month, called Reporting Month
    - Create new Formula Field on Opportunity to pull Month and Year from an Opportunity, called Reporting Month Formula 
          - Set return type to Text
          - Use "Advanced Formula" 
          - TEXT (MONTH (CloseDate)) + "-" + TEXT (YEAR (CloseDate))
    - Create new Currency Field on the Reporting Month Object, called Open Opps Closing this Month 
          - Set number decimal places to 2
- Go into Lookup Helper to automatically relate Opportunities to Reporting Months 
    - Create new Lookup Helper setting
    - Select Child Object as Opportunity
    - Maintain Existing Lookup Relationship, using the Reporting Month field
    - Field on Opportunity you want to match is the Reporting Month Formula field 
          - Enable Create New Category Records
    - Save and run setting
- Use Rollup Helper to aggregate Opportunity information on the Reporting Month 
    - Create new Rollup Helper setting
    - Target Object is Reporting Month
    - Target Field is Open Opps Closing this Month
    - Child Object is Opportunities
    - Select Type of rollup as Sum
    - Field on Opportunity should be Amount
    - Create new filter to choose only Opportunities closing that month 
          - Filter criteria should be Stage, not equal to, Closed Won
          - Another filter criteria is Stage, not equal to, Closed Lost
          - Save filter
    - Save and run rollup

You can also watch this video walkthrough for more details. 

[View full post](https://www.passagetechnology.com/rollup-helper-use-cases/monthly-or-yoy-reporting-in-salesforce-with-rollup-helper-and-lookup-helper)

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