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Anonymous
Not applicable

How to sum a single month when it is not the current month?

I want to sum the most current month's Reserve balance data. Right now it is April, but the February data was just populated, so I need just the February data.

I have two fields that I could use for the date: [Reserve Month] which is just the month name, and [Edit Date] which is the numerical MMM-DD-YYYY

The field I want calculated is [Reserve Balance].

Thank you!

2 Replies
Digvijay_Singh

Something like this may be -

Sum({<[Edit Date] ={">=$(=MonthStart([Edit Date]))"}>}[Reserve Balance])

Digvijay_Singh

Corrected one -

Sum({<[Edit Date] ={">=$(=MonthStart(Date(Max([Edit Date]))))"}>}[Reserve Balance])