Hi community,
I'm a fairly experienced report builder, but new to Salesforce.
We built the report below, and column (1) returns the correct aggregated sum for each month.
Now we want to add column (2) which should aggregate the lifetime history of the underlying table up (including) the "Calendar Month" in the first column.
The report above is filtered to start with April 2020. However, the lifetime history should always add all historic values up to the month in each line in the report.
The pseudo code is something like this
Running Sum =
sum(Amount)
where Month_of_Transaction <= Month_Line_In_Report
I could really need a hand here, thanks a lot for any help in advance.
16 Antworten
You basically need a Formula Text Field like this
IF( ADDMONTHS( DateField , 12) < TODAY(),
"All Time",
TEXT(YEAR(DateField))+"-"+TEXT(MONTH(DateField))
)
