Fiscal Year Totals

Question

I need to add a column to this screenshot that sums the future fiscal months. This report will always provide twelve months of data, so this month it goes through July-June. Our fiscal year is April-March. This month needs to add April, May, and June, but next month will need to add April, May, June, and July. And that's where I am struggling.

FY Total.PNG

LindonB · Answer

Hi there,

To better help, can you clarify? Is the goal just to sum all fields across dynamically as new months are added (including the future months)? That seems to be what is happening in the Total column, though the sum seems to be off by 1 (summing to 40,479 and 5,203 for the first two rows).

If that's your goal, see the attached workflow using two first two rows of your data, a transpose tool, and summarize a tool. Let me know if that helps or if you can provide some more info.

Cheers!

Community Post Solution 1298457.yxmd

cjaneczko · Answer

Transpose the columns, use a Summarize Tool to add the dates you want to add ex. >= April 2024, then cross tab it back into the original dataset.