YTD to Single month data

[mahitham]

Hi Experts,

Can any one please help me on below requirement.

I have two years of data in my app i.e, 2017 and 2018.

In the below chart each month sum(Sales) is the YTD amount from this YTD amount how to get individual month amount.

For example Dec month amount is amount from Dec - amount from Nov.

Please help me on this.

Thanks in advance

[sunny_talwar]

May be this

Sum(Sales) - Above(Sum({<Month>}Sales))

[mahitham]

Hi Sunny,

Thanks for your reply. I am getting different issue here.

Please find the below YTD Values Bar chart from 2017 and 2018.

I have used the below expression

2018= Sum({<Year={'$(=Year(Max(Date)))'}>}Sales)/1000000

2017= Sum({<Year={'$(=Year(Max(Date))-1)'}>}Sales)/1000000

As per the requirement I need to convert the above YTD values to monthly values For example Dec month amount is amount from Dec - amount from Nov.

I have tried like as you mentioned above like this.

2018= Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales)/1000000 - Above(Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales)/1000000)

2017= Sum({<Year={'$(=Year(Max(Date))-1)'},Month>}Sales)/1000000-Above(Sum({<Year={'$(=Year(Max(Date))-1)'},Month>}Sales)/1000000)

but getting results like below. In 2018 I have the data up to Jun but getting Jul bar also and for Jan I am not getting that month value from YTD. Please help me on this.

[sunny_talwar]

May be do this for 2018

If(Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales) <> 0,

Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales)/1000000 - Above(Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales)/1000000))

[mahitham]

Hi Sunny,

Thanks for your reply. 2018 negative bar was removed.

But still I am not able to see jan month bars data.

For 2018 and 2017 jan month need to get actual values i.e., 12.19 and 9.74.

By above() the jan month showing no values.

[mahitham]

Hi stalwar1,

I have tried this expression for 2017

=If(Rowno()=1,

Sum({<Year={'$(=Year(Max(Date))-1)'},Month>}Sales)/1000000,

Sum({<Year={'$(=Year(Max(Date))-1)'},Month>}Sales)/1000000-Above(Sum({<Year={'$(=Year(Max(Date))-1)'},Month>}Sales)/1000000)

)

now I got 2017 jan bar

could you please help me to apply  this logic in 2018 expression. here 2 if logics need to add.

=If(Rowno()=1,

Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales)/1000000,

If(Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales) <> 0,

Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales)/1000000 - Above(Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales)/1000000))

Thanks in advance

[sunny_talwar · Accepted solution]

Try this for 2018

If(Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales) <> 0,

RangeSum(Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales)/1000000, -Above(Sum({<Year={'$(=Year(Max(Date)))'},Month>}Sales)/1000000)))

2017

RangeSum(Sum({<Year={'$(=Year(Max(Date))-1)'},Month>}Sales)/1000000, -Above(Sum({<Year={'$(=Year(Max(Date))-1)'},Month>}Sales)/1000000))

[mahitham]

Thanks a lot for your help