Running Total

[TKnTexas]

I know there is a check-box option for a running total.  But it does not behave the way I need.  I need to have the month-to-date totals to be the same through out the month.  I can't but think I am missing something simple. 

 

 

Today     Month-to-Date       Budget-to-Date     Variance

 

 

I am using these fields to view my sales for the month.

 

Today is a simple field

Month-to-Date   is a getsummary calculation of the summary field for the field in "today"  This is the problem field  It shows the same total for however many days have been entered for the month all the way to the last day of the month.

 

 

[comment]

Month-to-Date   is a getsummary calculation of the summary field for the field in "today"

 

That doesn't seem right. The breakfield in the GetSummary() function needs to be a field that has a common value for a group of records - for example, a calculation field that returns the same value for all records in the same month, say =

 

Datefield - Day ( Datefield ) + 1

 

You didn't tell us how exactly your Today field is defined or populated, but going by its name alone it is not a suitable choice for a breakfield. Note also that records must be sorted by breakfield in order for GetSummary() to work.

[TKnTexas]

There is a Date field SDate for each record, unique.  Every record is tagged by Month YYYY.MM and Week YYYY.WK.  I am using getsummary (foodsales.sum , yyyy.mm) but I can see that is my problem of getting the monthly total of sales.  So I need a break on something  that is cumulative? 

[comment]

Perhaps I misunderstand your description, because it seems to me it should work. That is assuming that foodsales.sum is a summary field totaling the sales, yyyy.mm is a calculation field returning the month of SDate, and that records are sorted by yyyy.mm.