Calculate Beg Balance

[millrene]

Hello,

I have a database that tracks donations by donor and by the cause they donated to. I need to create a report that will show a specified month's total donations in one column and the summary of all prior donations in another column.

Eventually I will have total balance column which would add those two fields together.

I have created two global fields; ReportMonth and ReportYear that allows the user to select the month and year to print.

I have created a calc field called RptMtDonations. It has this calculation:If(Year(Donation_Date) = ReportYear and MonthName(Donation_Date) = ReportMonth;Amount;" ")This returns the donations for specified month and year.

I am struggling with how to calculate the prior months and years donations. I have tried this calculation:If(MonthName(Donation_Date) ≠ ReportMonth;Amount;" "). This works except it skips the month specified in prior years. I can't figure out how to work around that. Any suggestions would be greatly appreciated!

[millrene]

I got it figured out! I created a field RptMtYr that concatenates ReportYear and ReportMonth. Then I created a field DonationMtYR that concatenates Year and Month of Donation_Date. Then I edited my calculation to:If(DonationMtYr ≠ RptMtYr;Amount;" ") Now it display all previous donations except the report month specified.