Hi all,

Anyone can help me to do a formula to calculate the YTD?

I am creating a yearly revenue report. There are three columns from one table in the same datasource. Let's called it "Accounting". The three columns are: Months, Debit and Credit.

Here are "Accounting" table data:

Month      Debit     Credit
01/2015    500        400
02/2015    600        300
03/2015    400        200
04/2015    500        200
05/2015    400        200
06/2015    600        100
07/2015    400        300
08/2015    500        200
09/2015    600        400
10/2015    500        100
11/2015    600        500
12/2015    400        200

The Revenue is: Debit - Credit, so here are the Revenue on every month.(MTD)
01/2015: 100
02/2015: 300
03/2015: 200
04/2015: 300
05/2015: 200
06/2015: 500
07/2015: 100
08/2015: 300
09/2015: 200
10/2015: 400
11/2015: 100
12/2015: 200

Here the YTD report I want to do:
Month       MTD    YTD
01/2015:    100    100
02/2015:    300    400
03/2015:    200    600
04/2015:    300    900
05/2015:    200    1100
06/2015:    500    1600
07/2015:    100    1700
08/2015:    300    2000
09/2015:    200    2200
10/2015:    400    2600
11/2015:    100    2700
12/2015:    200    2900

Anyone know how to do the formula?

Thank you all

Hello DBlank,

Thank you for the response and your time. The problem is, I have to run the report every month. So for example, if I run January report, I have YTD for January, but if I run February report, I only get the February running YTD. So, how do I include the YTD for January on the February report?

So basically when I run the report, I only run for one month. I want to be able to make my YTD dynamic depending what month I choose. If I choose, March, then I should have YTD from January, February and March added but right know, my YTD amount is based on the period I choose. If I choose March, my current YTD is the YTD amount of March only.

I really appreciated your time and help DBlank. Do you have any idea how to solve this?

Edited by CrystalGirl - 17 Mar 2015 at 2:07pm

you have to "run it" for the entire year of data.