YTD Calculation - For every month based on other conditions

[farhana_91]

Hi All,

I am trying to calculate YTD for each month for 3 values: Value1, Value2 and Value3.

Attached is the data

I am looking forward to get the YTS as my YTD Value1, YTD Value2, YTD Value3.

I tried Running total it does not give me correct values. Please guide.

Thanks in advance.

Column A to G is ,my input. 

I am looking for the output YTD-Which is column H to J.

[kat]

Hi @farhana_91

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

[jdunkerley79 · Accepted solution]

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.

[farhana_91]

Thanks a lot! This worked like a charm!

[farhana_91]

Thank you Kat! This was a good solution.