Formula help - Group totals for more than one date range

Question

Post Author: melcaylor
CA Forum: Formula
I need to show in 3 columns
inside of a grouping that totals an amount field based on a date
range that amount was posted.  So for example:
Billy Bob in the state of MA made $5.5m total, $800k in the last 21 days, $400k in the last 14 days and $150k in
the last 7 days.
I assume this is possible but I
just donu2019t know what type of formula to write to make it work.  For this
example, there are 2 tables u2013 user table and $$ table.  The User table has
the user name, the $$ table has the pay date and the amount. 

Answer 1

Post Author: SKodidine
CA Forum: Formula
You only need simple formulae in Running Totals to accomplish this.
1.  Group by Name
2.  Create the following Running Totals:
2.1 A running total to sum the pay amount for all records, and resets on 'Change of Group' of Name.
2.2 A running total to sum the pay amount and for 'Evaluate' click on the radio button next to 'Use a formula' and then click on X-2 button next to it.
In the formula workshop window type a formula such as: {table.payment_date} in (currentdate - 21) to currentdate;
For 'Reset' click on the radio button next to 'On change of group' and pick the group name.
2.3 Create another running total just as in step 2.2 above but change the formula to: {table.payment_date} in (currentdate - 14) to currentdate;
2.4 Create the last running total just as in step 2.2 above but change the formula to: {table.payment_date} in (currentdate - 7) to currentdate;
Hide the details section and in the group footer place text boxes with appropriate text and insert these running totals to give you the numbers you want.
The only issue I see with this is if a person was paid yesterday a sum of $25, then it will show $25 for total, last 7days, last 14days and also for last 21days.  At first look it might be mistaken for $75.