24 Replies Latest reply: Jun 22, 2018 3:16 PM by Rohit Thete RSS

    YTD based on Selected Month

    Rohit Thete

      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