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Accumulative sum till current month

Hi all,

I'm having some trouble figuring the following out.

I have a accumulation per month of sum(amount) for the current year and previous year. But my line chart for the current year should stop at the current month.

I've used the following formula for the calculation of the accumulation:

rangesum(above(Sum({<Year={$(=max(Year))}>}Amount),0,rowno()))

The calculation works just fine. See the results in the table below:

Table.png

As a result my linechart looks like this:

Linechart.png

But my client wants the Amount CY line to stop at month 02.

Is there a way to get this done?

Thank you in advance!

1 Solution

Accepted Solutions
vinieme12
Esteemed Contributor II

Re: Accumulative sum till current month

add an if()

=if(Month <= Month(today()) , rangesum(above(Sum({<Year={$(=max(Year))}>}Amount),0,rowno())))

3 Replies
vinieme12
Esteemed Contributor II

Re: Accumulative sum till current month

add an if()

=if(Month <= Month(today()) , rangesum(above(Sum({<Year={$(=max(Year))}>}Amount),0,rowno())))

vinieme12
Esteemed Contributor II

Re: Accumulative sum till current month

or give this a try

=rangesum(above(Sum({<Year={$(=max(Year))} , Month = {"<=$(=Month(Today()))"}>}Amount),0,rowno())))

Partner
Partner

Re: Accumulative sum till current month

Thank you so much Vineeth!

I tried several things but I must have missed this one.