prior month transaction where code less than 7000

[Anonymous]

what im trying to do is trying to get the straight table to display GL transactions for current month where GLCode is <7000 and also previous months.

currently I have
vPriorMonth   =Date(addmonths(max(postingDate), -1,0), 'MMM-YY')  // this will give the previous month name and year and

=fabs(sum {$<mySubCode = {'<7000'}>} accountNetAmount )) // this will return all transactions with GLcode less than 7000 and convert the to

how may I combine the two together?

I've tried using

sum ({<MonthYearPosting={'$(vCurrentMonth)'},YearPosting=,MonthPosting=,postingDate=>}accountNetAmount)  works same way as sum(accountNetAmount)

this gave me the values for current month, but does not exclude GLCode greater than 7000,

then i tried : sum ({<MonthYearPosting={'$(vPriorMonth )'},YearPosting=,MonthPosting=,postingDate=>}accountNetAmount) this gave me 0

thanks.

[djsampat]

I think that you want to calculate YTD to the max selected YearMonth.

Try this:

=sum({$<MonthId ={">=1<=$(vMonth)"}>} Volume)

If this helped you, please mark as Helpful. If it solves your issue, please mark as Answer

Regards

Dhruv

[Anonymous]

gives me same answer as =sum(accountNetAmount)

[Anonymous]

do i need to create a master calendar for this?

[djsampat]

Hi,

View this sample YTD

YTD Calculation by Month

If this helped you, please mark as Helpful. If it solves your issue, please mark as Answer

Regards

Dhruv