3 Replies Latest reply on Aug 3, 2018 6:28 AM by Udayambika Nair

    Running sum /YTD from "July" to specifc month

    Udayambika Nair



      Our financial year begins on JULY of every year and ends on JUNE of NEXT Year.

      so financial year of 2013 will be : - JULY 2012 - JUNE 2013.


      hence if i want to calculate the YTD of 2013 for a particular month like for eg :-


      FOR March 2013 YTD - add sales from 2012 july till 2013 march.

      FOR Feb 2013 ytd = add sales from 2012 july till 2013 feb.


      please help with the calculations to derive the same.

      onc can use the sample store data as well for the calculation.


      Attached is the twbx file