MTD and YTD based on today's date

[JennyRuns24]

Hello Everyone,

I'm hoping someone can assist me with this. I'd like to add two new columns: MTD and YTD. The MTD column will be based on the month in which today's date falls, and the YTD column will be cumulative. For example, because today (1/30/2023) is in January, my MTD column would reflect January totals, and my YTD column would include January and February totals, as I am now reporting February actuals. Thank you!

[ShankerV]

Hi @JennyRuns24 

Please use summarize tool, it will help

Then join the input data set with the output of summarize tool.

Many thanks

Shanker V 

[ShankerV]

Hi @JennyRuns24 

Hope you are expecting the result like this.

Many thanks

Shanker V

[binuacs]

@JennyRuns24 One way of doing this with the dynamic select tool

[ShankerV]

Hi @JennyRuns24 

Step 1; Input

Step 2: 

Step 3;

Many thanks

Shanker V

[ShankerV]

hi @JennyRuns24 

Step 4: Transpose tool

Step 5:

Step 6:

Many thanks

Shanker V

[ShankerV]

Hi @JennyRuns24 

Step 7: Select tool

Step 8: 

Step 9:

Post run is the expected output:

Many thanks

Shanker V