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New Contributor III

Sum all values up to date

I am trying to create a formula that will sum a field up to date for every date.  So on January 1st it would just be January 1st, on January 2nd it would be the 1st and the 2nd, on January 3rd it would be the 1st, 2nd, and 3rd.  I found how to do that just for today but I need it for every date.  This is what I thought would work but as I tried it I realized it would only work with a variable and it would be impossible to have a variable for every date:


This is what I have tried:

sum({$<[Account]={'2000'}, [Journal posting date]={'<='}>}[Transaction amount])

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Contributor III

Re: Sum all values up to date

I was going to post an option for you but came across this community post that I think details what you want to do.



Valued Contributor III

Re: Sum all values up to date