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Hello,
I am trying to create YTD sum of revenue using a Date field (EffectiveDate) in the data set.
I tried many expressions posted in community but wasn't able to generate YTD based on month selection.
What I am looking for:
If Feb is selected then sum of revenue for Jan + Feb with a condition of BType = 'New Business'
Do I need to generate master calendar to get this done or it can be done based on a date field?
Any help would be really appreciated.
Thank you