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YTD - Add Months' Amounts dynamically and subtract from YTD to get latest months amounts

RajatK
7 - Meteor

Hi,

 

I need some help with my workflow.  

 

I am attaching the screenshot and file below:

 

RajatK_0-1635191667708.png

 

So, the amounts for May (considering that is my latest month to compute) are to be calculated. The values every month are given for YTD. And, the formula to calculate for May amounts is = YTD - (Sum of Jan, Feb, Mar, Apr).



Is there a way to add the amounts dynamically, i.e. if we go to June: the formula updates to YTD - (Sum of Jan, Feb, Mar, Apr and May).

 

Also, would be great if we could implement the Fiscal year into this. 

 

Thank you in advance! 

 

@atcodedog05 

 

Regards,

Rajat

 

2 REPLIES 2
Chantelb
9 - Comet

Hi @RajatK 

 

You could use the workflow attached to calculate the latest month from the YTD dynamically.

 

Hope this helps.

 

Chantel

RajatK
7 - Meteor

This is sooo helpful! Thank you so much!! 😄

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