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Luca2020's avatar
Luca2020
Helper I
5 years ago
Solved

Column with TOTALYTD

Hi, 

I need a column (or a different new table but not a measure) with the total amount € for each account from 1 january to 31 december previous year, like: 

 

account        amount

    1               1.200€   

    2               20.000€

...

 

the table I have has the following column

 

account           date             amount

     1            03/04/2020        1000€

     1            11/12/2020         200€

...

 

I require a column because I need to sum the amount previous year for each account to the amount current year, see my previous post still not solved: Adding total sum previous year in a column

 

Thanks, 

 

  • Luca2020 , This will a year behind column


    new column =
    var _date = date(year([date])-1,month([date]),day([date]))
    return
    sumx(filter(Table, [date] =_date &&[account] = earlier([account])),[amount] )

     

    in case you want to sum up last year till date

     

    new column =
    var _max = date(year([date])-1,month([date]),day([date]))
    var _min = date(year([date])-1,1,1)
    return
    sumx(filter(Table, [date] >=_min && [date]<=_max &&[account] = earlier([account])),[amount] )

1 Reply

  • Luca2020 , This will a year behind column


    new column =
    var _date = date(year([date])-1,month([date]),day([date]))
    return
    sumx(filter(Table, [date] =_date &&[account] = earlier([account])),[amount] )

     

    in case you want to sum up last year till date

     

    new column =
    var _max = date(year([date])-1,month([date]),day([date]))
    var _min = date(year([date])-1,1,1)
    return
    sumx(filter(Table, [date] >=_min && [date]<=_max &&[account] = earlier([account])),[amount] )