---
title: Previous Year to Date Won Opportunity Total | Rollup Helper Use Case Library
description: <p>Using Rollup Helper for a sum of previous year to date Opportunity amounts on Account so that a year over year comparison can be made.&nbsp;</p>
image: https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-25.png
---

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# Previous Year to Date Won Opportunity Total

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## Problem: A sum of previous year to date Opportunity amounts is needed on Account so that a year over year comparison can be made.

 

## Solution

Create a formula field to use to filter Opportunities, then use Rollup Helper to sum the amounts.

![Opportunities with YTD Revenue and Previous YTD Revenue](https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-25.png)

- Create the following fields. 
    - Create a Formula Field on Opportunity - PYTD (Previous Year to Date) 
          - Formula Return Type:  Checkbox
          - Year(CloseDate) = year(today()) -1 
            
            && 
            
            if(Month(CloseDate) = Month(today()), Day(CloseDate) <= Day(today()), Month(CloseDate) < Month(today()) 
    - Create a Currency Field on Account - PYTD Revenue
- Create a rollup with Rollup Helper for Total Closed Won Opportunities PYTD: 
    - Rollup Helper Step 1) Select Where You Would Like Your Rollup Results to Reside:  Account
    - Rollup Helper Step 2) Select Target Field:  PYTD Revenue
    - Rollup Helper Step 3) Select Source Field 
          - Select Child Object:  Opportunity
          - Relationship:  Account ID - Opportunity.AccountId
          - Which field on Opportunity should we use as a source: Amount
          - Type: Sum
          - Create New Filter 
                  - Name:  Won PYTD
                  - Limit to:  Blank
                  - Specify Sort Order:  Default
                  - Specify Filter Criteria 
                            - Deleted = false (default)
                            - Won = TRUE
                            - PYTD = TRUE
                  - Save the Filter
    - Save and Run the Rollup
    - If you haven't already done so, enable real-time on Opportunity.

This use case can be extended by rolling up the current YTD Won Opportunity total to Account for comparison. For further assistance with this use case, schedule a [one-on-one demo](https://www.passagetechnology.com/any-product-one-on-one).

Have any suggestions for furthering this use case or other comparison ideas?  Please post in the comments section below.

 **Need help?**  
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Tags: [Account](https://www.passagetechnology.com/rollup-helper-use-cases/topic/account), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/topic/opportunity), [Rollup Helper](https://www.passagetechnology.com/rollup-helper-use-cases/topic/rollup-helper)

| [** Roll-ups Using Formulas Rather than Static Criteria ](https://www.passagetechnology.com/rollup-helper-use-cases/roll-ups-using-formulas-rather-than-static-criteria) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Added Targeted Rollup Functionality ** ](https://www.passagetechnology.com/rollup-helper-use-cases/added-targeted-rollup-functionality) |
| --- | --- | --- |

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