Forum Discussion
Dynamic running totals based on Financial year filter selection
Hi All,
I am working on a requirement where if a financial year is selected the Values less than equal to selected FY should sum up for all distinct categories .
For Example :
| RowNo | Category | Date | Financial Year | Amount |
| 1 | Furnitures | 10/10/2023 | 2023-24 | 500 |
| 2 | Decors | 10/09/2022 | 2022-23 | 400 |
| 3 | Furnitures | 10/05/2021 | 2021-22 | 300 |
| 4 | Paints | 12/06/2020 | 2020-21 | 200 |
| 5 | Decors | 10/05/2020 | 2020-21 | 100 |
If FY 2023-24 is selected in the filter the categories with latest dates should get aggregated
in this case row no 1,2,4 should be aggregated and if FY 2022-23 is selected row no 2,3,4 should be aggregated .
Though I am using SQL source I am restricted to use parameters and stored procs.
I am Kind of run out of ideas . Your help is appreciated
Thanks in Advance
OK, now I got it
see attached.
7 Replies
Do you mean running totals or simple sums? What would the expected outcome look like for your two scenarios?
- HI lbendlin , it's only the running total . If FY 2023-24 is selected in filter I should get sum of row nos. 1,2 and 4 so the total is 1100.
- If the FY 2022-23 is selected in the filter row nos 2,3,4 needs to sum up hence the total is 900
You get that for free in the UI, no code required. Give it a try.
Here the blocker for me is in running total we should consider only the category of latest FY.
- for example If I am selecting 2023-24, Furniture category is already there in 2023-24 hence our calculation should ignore 2021-22, decors category already available in 2021_2022 hence calculation should ignore decors in fy 2021-22
OK, now I got it
see attached.
Thank You So much Ibendlin .
