I went ahead and did this and now have successfully the running total by year on my table. However, the next challenge is how to get it in a chart format. Since it is a running chart I only need the "maximum" value for each month.
So for example....
January I have (3) invoices
Invoice Date Invoice Amount Running Total
01-02-21 $15,000 $15,000
01-06-21 $10,000 $25,000
01-15-21 $5,000 $30,000
02-05-21 $10,000 $40,000
02-22-21 $5,000 $45,000
In this example I cannot do a SUM by month as that would return 70,000 for January. I need to grab the maximum record, the $30,000 and display that on a line chart for January. And add the maximum of February making it 45,000 in February
------------------------------
Ivan Weiss
------------------------------
