YTD Calculation

[rtr13]

Hi All,

I know there's a ton of questions in regards to YTD Calculations, but I have a scenario where I have a list of Budgets for the entire year (January- December) and I am currently trying to put together an expression that captures the YTD Budget through Aug 2019 that would be dynamic to the year. So, if a user chose 2018, it would then display the YTD Budget through the year until they selected a specific month, then it would display the budget YTD through the chosen month. 

I appreciate all of the help!

Best,

Rose

[devarasu07]

Hi,

Try like this,

sum( {$<Year={"$(=Max(Year))"},Date={"<=$(=Date(Max(Date),'YYYY-MM-DD'))"}>}SoldQty)