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Can anyone please help me to find YTD amount like below ?
TRANSACTION_AMOUNT should be the sum of TRANSACTION_AMOUNT on that process date
YTD should be the sum of TRANSACTION_AMOUNTs up to that date.
Something like this.
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 as sum of amount till that Process date in cumulative YTD
i tried below:
RangeSum(Above(Total Sum({$<[Process Date]={">=$(=YearStart(max([Process Date])))<=$(=max([Process Date]))"},
[X529 Special Trade Ind]={'Y'},[Advisory Platform Ind]-={"=len([Advisory Platform Ind])=0"}>} [Sales Amt]), 0 , RowNo(Total)))
But i am getting total accumulation. but i need sum accumulation for a acct number