Hello ,
I have Last 10 year data currently from (2013- 2022 which changes as next year it will be 2014-2023 ) i need to create a column and sum of values of last 10 year and sum values for current month , last month , last 2nd month, last 3rd month then last 4th month and 5th more .
for example if i'm running report in July then i need to get data from month July, June , May , April ,March And final column will be sum of ( Feb + Jan) values. in the next month(which is August) last 5th month value will be sum of March to Jan. so here column will start from 2013 to 2021 .Instead of 2022 it will be current month , last month , last 2nd month, last 3rd month , last 4th month then last 5th month and more .But if i'm running workflow on 2023 May then it will 2014 to 2022 then instead of 2023 it will be May, April, March , Feb,Jan and if i'm running workflow on 2023 June then June May, April, March , (Feb +Jan)
Sample Output
When running workflow on May
| GROUP | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | Jan (2022) | Feb(2022) | March(2022) | April(2022) | May(2022) |
| Direct Fund | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) |
| Asset | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) |
| Mutual Fund | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of value |
| Tech Support | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) |
and sample workflow if it is running on July
| GROUP | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | sum(jan to March) (2022) | April(2022) | May(2022) | June(2022) | July(2022) |
| Direct Fund | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) |
| Asset | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) |
| Mutual Fund | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of value |
| Tech Support | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) | Sum of (value ) |
Sample input uploaded..
