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YTD Calculation - For every month based on other conditions

farhana_91
7 - Meteor

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.

Capture.PNG

Column A to G is ,my input. 

 

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

4 REPLIES 4
kat
12 - Quasar

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.

 

running_total.PNG

 

Hope this helps!

Kat

jdunkerley79
ACE Emeritus
ACE Emeritus

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

 

2018-10-21_17-16-06.png

 

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

 

 

farhana_91
7 - Meteor

Thanks a lot! This worked like a charm!

farhana_91
7 - Meteor

Thank you Kat! This was a good solution.

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