Accumulative sum till current month

[tcarolus]

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:

As a result my linechart looks like this:

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!

[vinieme12 · Accepted solution]

add an if()

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

[vinieme12]

or give this a try

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

[tcarolus]

Thank you so much Vineeth!

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