How do I set up a running total field so that it resets itself after every twelve months, assuming this is the right way to accomplish what I am trying to do. for example, for each month of investments, sum up that month and the last twelve months of investments on that month's row.
I have several years worth of financial trade data and so far I have been able to group the trades by month. Now I want to show a field next to it that totals the amount of trades made for the last twelve months respectively. May be running total field is not the way to do this?
Example below of what I am trying to accomplish:
Month Amount Running Total Last Twelve Months
Mar 05 20
Apr 05 10
May 05 10
Jun 05 10
Jul 05 20
Aug 05 10
Sep 05 30
Oct 05 40
Nov 05 10
Dec 05 20
Jan 06 10
Feb 06 50
Mar 06 10 250 (this is the sum of Mar'05 - Mar'06)
Apr 06 30 260 (this is the sum of Apr'05 - Apr'06)
May 06 40 290 (this is the sum of May'05 - May'06)
Jun 06 50 330 (this is the sum of Jun'05 - Jun'06)
Thanks for your help. I hope my question is clear.