Max Value for a Line Item on a yearly basis


I am trying to find the max value in a different line item for any given year, all in the same module. time is in months so my start month would be january and end month would be december. so for 2023 I want the max item, for 2024 I want the max item, and so on and so forth.


  • Hi @wld002 ,

    If I understand correctly, you want the max value in year right(FY).
    If so, then change summary of the line item to Max.

    Else, kindly let elobarate your question further so that we can help for the same.

    Hope this helps :).


  • saket22

    Hi @wld002

    If you want to keep the summary method unchanged for the value line item, then using the MOVINGSUM function can also work as follows: