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Date | Acc | Rep | Other Dims | Trxn Amt | YTD |
1/5/2019 | AccA | RepX | XXXX | 25 | 25 |
2/10/2019 | AccA | RepX | XXXX | 75 | 100 |
7/15/2019 | AccA | RepX | XXXX | 80 | 180 |
2/10/2019 | AccB | RepY | YYYY | 20 | 20 |
7/18/2019 | AccB | RepY | YYYY | 40 | 60 |
I need YTD column to be populated for each row.
such as for 5th jan it will give sales from 1st jan to 5th jan
for 2/10/2019 it will give sales from 1st jan to 10 the feb and so on
Please help me on that
can you please tell me how to set year start date and as of date as range limit in rangesum function?
Hi Deblina,
You can try the expression below.
aggr(RangeSum(above(sum([Trxn Amt]),0,RowNo())),Acc,Date)
its not giving proper result. we cant set 0 as start range . Its just adding current row result with above rows. so when I am selecting account no in filter its giving correct but with out anyselection datewise this expression is not working.
aggr(rangesum(above( Sum({$<[X529 Special Trade Ind]={'Y'},
[Advisory Platform Ind]-={"=len([Advisory Platform Ind])=0"}>}[Sales Amt]) ,0,rowNo())),[acct number],[Process Date])
is there any way to set upper range as year start date and lower range as as of that date.
I am not sure I understand your question... would you be able to share a sample and the output expected out of it?