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mukesh31rathod
Partner - Contributor
Partner - Contributor

Previous Fiscal Year YTD

Hi,

I have a requirement where i want to show values for fiscal Year YTD and LYTD.

Selecetion Available is only calendar Year.

So for Eg:

MY Fiscal YTD value i.e from Mar2017 to 14Sept2017 is 100.

Then my Previous Year value should also show for period Mar2016 to 14Sept2016.


Now if I'm selecting 2016 then my current period value should show from mar2016 to feb2017.

and for previous period it should from mar2015 to feb2016.


so i'm writing my expression as

Sum({<FiscalYear=,Date={"<=$(=Addmonths(YearStart(Max(Date),0,3),-12))<=$(=Yearend(Addmonths(Max(Date),-12),0,3))"}>}Sales)

Then it will show value for Mar2016 to feb2017,but i want to show value till currentdate.


Please help

4 Replies
shraddha_g
Partner - Master III
Partner - Master III

This?

Sum({<FiscalYear=,Date={"<=$(=Addmonths(YearStart(Max(Date),0,3),-12))<=$(=Addmonths(Max(Date),-12))"}>}Sales)

mukesh31rathod
Partner - Contributor
Partner - Contributor
Author

Hi Shraddha,

This will help me if i'm in current period but what if I select say 2016 then previous year value should come from mar2015 to feb2016,whereas on selecting year this max(date) will become dec so it will not give values till feb2016.

So i'm looking for that.

Thanks for replying.

shraddha_g
Partner - Master III
Partner - Master III

then

Sum({<FiscalYear=,Date={"<=$(=Addmonths(YearStart(Max(Date),0,3),-12))<=$(=Addmonths(Yearend(Max(Date),0,3),-12))"}>}Sales)

mukesh31rathod
Partner - Contributor
Partner - Contributor
Author

Hi,

I have tried all this but the thing is that it should give me value for same period as that of in current period for previous period.

For Eg

Current Period - Mar2017 to Sept2017=1000

Previous Period - Mar2016 to Sept2016=600.

Now if i select 2016 from Calendar Year then

Current Period -Mar2016 to Feb2017=1200

Previous Period - Mar2015 to Feb2016=1500.

So this is what i'm looking for.