I'm a little embarrassed to be asking, but I'm having some issues creating a year to date sum using Set Expression.
I have a field Amount that I would like to do a YTD sum, with dates ranging from 01/2021 to 12/2021 called FinPeriod. I've been scratching my head all afternoon trying to come up with the expression and it's just not coming together, could someone please point me in the right direction?
Thanks to both of you. The reason I'm having these issues is due to the source data, the dates are not loaded properly as dates and is causing all sorts of issues. I'm attempting to update the data, then I'm sure your solutions will work
So I spoke a little too soon, and I can't get the cumulative sum to work. I'm sure that the issue is because the dates aren't being imported properly, so I've tried to make things a little easier. I've represented the year PeriodYear, and each month as an integer 1-12. The month will be selected by the user.
What I'm trying to achieve is a cumulative sum based on the selection of the month and year and I simply can't do it, could I get a little help please?