YTD Calculation - For every month based on other conditions

The issue here would be that there is nothing to group your data by. I used a multirow to create a grouping field, based on date and project. You can customise this to suit your needs.

Hope this helps!

Kat

running_total.yxzp

jdunkerley79

Agree with @kat solution, one slight simplification is to just use a formula tool to extract the year from the date.

A final little trick (that I like) s to use a dynamic rename to replace RunTotal_ with YTD.

running_total.yxmd

farhana_91

Thank you Kat! This was a good solution.

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