Sum YTD

[GrantBooth]

I'm trying to create a cumulative sum for YTD based on a user's selection

The user selects PeriodYear (an integer value), PeriodMonth (integer from 1-12), so I would like the sum(Amount) from month 1 to the users selection. I've been trying solutions suggested online and I simply can't get this to work, any help would be really appreciated.

[Vegar]

If user selects both PeriodMonth and PeriodYear then this should be sufficient. 

SUM({<PeriodMonth={"<=$(=max(PeriodMonth))"}>} Amount)

[GrantBooth]

Thanks for that. When I do this, it gives only the value of the selected month and not the cumulative amount for the year

The above is if month 1 is selected

If Month two is selected

And if month 1 and 2 selected

What I would like to see is if a month is selected, Budget column shows only that month, and BudgetYTD shows the sum of each month from the beginning of the year.

[GrantBooth]

Correction, if month 1 and 2 are selected

[Vegar]

Do you have other current selection  than the PeriodMonth selections? How does it behave if you only make selections in that field?

[GrantBooth]

There is another field selected. Because of another issue with the data set, I have had to create a filter to only show data relating to the latest load date, called Calendar 1. I'm just doing some testing, please bare with me

[GrantBooth]

I have removed that value and still have the same problem. For reference, expression used for Budget is

fabs(Sum({ <ProductType = {'Budget'}>} Amount))/1000, and the expression used for BudgetYTD is 

SUM({<PeriodMonth={"<=$(=max(PeriodMonth))"}> * <ProductType = {'Budget'}>} Amount)/1000

If month 1 is selected I get

If I select month 2 i get

And if both are selected I get