Cumulative data by fiscal year

[DenisSinai]

Hello,

I have a requirements to create a chart that have a budget for next 6 years and current actuals.

The chart should show the cumulative budget by fiscal year and cumulative actual by fiscal year.

So I used Rengesum formula to achieve that but my problem is that for actuals it shows the cumulative data for each year even for years that there is no actuals. What I want it that the chart shows cumulative data only for the years that in the past but not for future.

So now have this:

But I need this:

The formula I use is Rangesum(above(sum({<[Data Type] = {'Gifts'},"Gifts.Production Indicator" = {'1'}>}
Amount ),0,RowNo()))

Can anyone help please?

Thanks

[sidhiq91 · Accepted solution]

@DenisSinai  Could you please provide us some sample data? so that I can help you out.