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deblina_rai
Contributor III
Contributor III

cumulative YTD

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

Labels (2)
1 Reply
deblina_rai
Contributor III
Contributor III
Author

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