Create a SUM Ytd and ThisPeriod Column 1

[johnve]

Hi I'm trying to create a This Period and Year to Date fields.

Current Table has:
Item, Amount, Period (month of transaction), RPeriod (Current Month)

What I want to do is have the following fields:
This Period: Sum of Amount where Period = RPeriod
YTD: Sum of Amount where Period >= 1 and <= RPeriod

Is this possible?

 

[lameid]

Your table needs serious structural help if you are storing just the month number for your periods. Also, current month probably belongs in a separate table.

Although when you conditionally want to sum the value, I use the IIF function...

IIF(Period = RPeriod, Amount, 0)

Check it out in help and see if it makes sense.