Year To Date sum

[Belle19]

I have a GrossProfitAmt that I need to calculate the sum of this field YearToDate.

The field is {AR_SalespersonHistory.GrossProfitAmt}. Is there any easy way to do this because the solutions that I have come up with seem too difficult and abstract. Any help???

 

[synapsevampire]

Create a Running Total, and in the evaluate->use a formula place:

{table.date} in yeartodate

-k

 

[Belle19]

I have a field that is {AR_SalespersonHistory.FiscalYear}. Is there a way to test whether it is the current year.

 

[lbass]

What is your fiscal year? If it matched the calendar year, you could just use a formula like this:

if {AR_SalespersonHistory.FiscalYear} = year(currentdate) then {table.amt}

Then you could insert a summary on this formula.

-LB