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Year to Date calculation

dwiiki
in Calculation Engine (Define Fields)

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I need to create a year to date calculation but can not find any resources on how to do this. I have a contact DB with a one to many relationship to a donations DB. I need to get a total by year, and also a YTD total of donations. Any ideas on how to go about this?

You make a calc'field that says Year(theDate) and and the portals foreign key value to make a new concatenated key for an extra relation, and then Sum( over this new relation.

The primary key for the new relation is the original primary key concatenated with Year(Status(CurrentDate))

--sd

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