Filter tool dynamic replacement

Hi everyone,

I have monthly data for 2 different years and for 2 different accounts. I need to calculate YTD information for each one of the years (2019 and 2020) but I couldn't find an easy way of changing iteratively the values for [Year] and [Month] in the Filter tool (this would be, first 2019|1, 2019|2, 2019|3,.....,2019|12, 2020|1, 2020|2, ...,2020|12). The screenshot below corresponds to the configuration of the Filter tool:

The final summarize tool is just a group by Year.

Does anybody has any idea about how to tackle this?

Thanks!

YTDCalculation.yxmd

Test Data.xlsx

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Dynamic Processing

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Emil_Kos

Hi @fedeblanco,

Maybe check the running total and just filter the months that you are interested:

The output:

Sumv2.yxmd

Emil_Kos

Hi @fedeblanco,

I edited my previous response as I read once more your request and needed to amend it.

fedeblanco

Hi Emil, many thanks for your comment!

Actually I'm trying to calculate Year to Date information for each month. This is, for example, for March 2020 I need to sum the data for Jan + Feb + Mar, and for October 2020 I need to sum the data for Jan + Feb + Mar + Apr + ... + Oct.

This solution doesn't fit my need but thanks for answering!

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