I have a module below, a list (transaction date) on the rows and time period on the columns. Is there a way to do dynamic aggregation vertically based the list transaction date? For example, I want to have this cell (time period: Apr 18, list period: Aug 19) to show sum of transaction period Jan 19 - Jul 19 for time period Apr 18.
I know MOVINGSUM() works horizontally for TIME, is there a way to make it works for the list?
Thanks, Anik. Is there a way to do cumulate just the rows above? For example, I want to SUM Jan through Apr and show that cumulative value in May, June will show cumulative value from Jan through May, etc
You can create a mapping module to capture the time period you want to sum to. E.g. For June that module need to have one line item pointing to May. Then use a lookup on the cumulate line item using the mapping to get the desired amount.