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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
Solved! Go to Solution.
Here the blocker for me is in running total we should consider only the category of latest FY.
Thank You So much Ibendlin .
Do you mean running totals or simple sums? What would the expected outcome look like for your two scenarios?
You get that for free in the UI, no code required. Give it a try.
I tried DAX and I am able to get the running total for all FYs but I am unable to filter out the condition which I have mentioned.
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