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I have an expression of
Sum(if(year([NLtransactions.Month Name])=year(today()) and [Data Type]='Actual' and year([Date.Month Name])=year(today()) and MOnthName([NLtransactions.Month Name])<=MonthName([Date.Month Name]),TransactionValue))
I'm trying to get it to calculate the YTD but end at the month selected. This is giving me everything in my Data Table and not filtering by the lodgic on the expression.
I have as a test the following too
Sum({$<[Year]={$(=max([Year]))}, Month={"<=$(=MonthEnd([Date.Month Name])))"} >}TransactionValue)
This gives me the current YTD but wont deduct the future months on the selected.
Any help will be amazing.
Use the Date Field in your datamodel
=Sum( {< NLtransactions.DATEFIELD = {">=$(=YearStart(Max(NLtransactions.DATEFIELD))) <= $(=Date(Max(NLtransactions.DATEFIELD))) "} >} TransactionValue)