Month to Date Formula

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Contributor

Month to Date Formula

Hello, 

 

I'm trying to use month to date formula. It doesn't look like it's working correctly. 

 

cumulative amount should never decrease if i'm adding values month on month. 

 

Thanks

 

 

3 REPLIES 3
Community Boss

Re: Month to Date Formula

The MONTHTODATE function will reset each month, so I'm guessing the summary options you have set are different for the different line items

 

If you want the values to cumulate each month and reset at the end of the year, then use YEARTODATE, otherwise use CUMULATE

 

I hope this helps

David

Message 2 of 4
Community Boss

Re: Month to Date Formula

Hi @hina1994 

 

The month to date formula has the following constraints:

- Source Time Scale must be Day or Week.
- Cannot be used, if model timescale is General Weeks.

Therefore it's best to follow @DavidSmith advice to use the YEARTODATE or CUMULATE functions.

 

Thanks,

 

Usman

Message 3 of 4
Contributor

Re: Month to Date Formula

So it was originally yeartodate. Since it wasn't showing right numbers I changed it. Realised issue was time summary needed to be close balance instead of sum. That fixed the issue. 

 

Thanks for your help!  

Message 4 of 4