topic Re: YTD Values in App Development

YTD Values

GaneshLakshman — Sat, 27 Apr 2019 16:10:02 GMT

Hi,

I have a data model that uses canonical dates as shown in the attached file.

But I have a problem after implementing it.

I'm trying to get the numbers for previous year same date but I get zero, not sure if doing it right. I guess it doesn't get the values for previous year as the current year is selected.

Is there a way to get the corresponding value of the same day previous year?

ex: if leads =20 on 10-sep-2018, leads = ?? on 10-sep-2017

Here is the expression i have used:

This current date works:

sum({<DateType={"LeadMarketCreatedDate"}, Date={">=$(vDateFrom) <=$(vDateTo)"}>} LeadFlag)

But this doesn't work:

=sum({<DateType={"LeadMarketCreatedDate"}, Date={">=$(vDateFrom_1) <=$(vDateTo_1)"}>} LeadFlag)

vDateFrom_1 is: num((Date(AddYears(min(Date), -1))))

vDateTo_1 is: num((Date(AddYears(max(Date), -1))))

Help is greatly appreciated

Re: YTD Values

kaushiknsolanki — Sat, 27 Apr 2019 18:33:10 GMT

Hi,

Just one check, you should neglect all the Calendar Related fields in set analysis while trying to get the previous year data with current years selection.

Do in your case the expression should look like below.

=sum({<DateType={"LeadMarketCreatedDate"}, Date={">=$(vDateFrom_1) <=$(vDateTo_1)"},Year=,Month=,Week=>} LeadFlag)

Replace the Bold Field names with your actual field names.

Regards,

Kaushik Solanki

Re: YTD Values

GaneshLakshman — Sun, 28 Apr 2019 05:56:46 GMT

This unfortunately did not work, I guess when we select today's date it gets the data only of today which makes it impossible to refer to previous years data.
Is there a way to disregard the selected data but consider the date selected so that we can go the Today-1?