topic Re: YTD calculation based on selection of week in App Development

YTD calculation based on selection of week

Rama1 — Mon, 20 Dec 2021 21:38:40 GMT

HI,

I have my dashboard with different tables and charts with last 4 weeks data and few graphs with last 6 months data and YTD calculations as KPI's.

In my script i created 2 flags for this year and previous year YTD

, if (year(Datefeild) = year(Today()) , 'CY') as YTD_Flag
, if (year(Datefield) = year(Today()) -1 , 'LY') as LYTD_Flag

In my KPI i am using

SUM({<YTD_Flag={'CY'} >} [my field] * [my field]) to calculate the calendar YTD for the present year.

If am selecting any week from Previous year from any of the tables then the calendar YTD is showing 0 as this is present year YTD calculation.

Now my requirement is if i select any weeks from previous year then it should display that year YTD and if i select week1 of 2020 then it should display this year YTD and if i select Week53 and Week1 together then it should get those weeks based on the year YTD.

Can anyone help me how to do this.

Note: I want to achieve this in single KPI. Not in two separate KPI's , one for this year and two for Last year

My YTD year is YTD calendar year 1.e week 1...week 53 Previous year

Thanks in advance.

Re: YTD calculation based on selection of week

Lauri — Tue, 07 Jan 2020 15:18:23 GMT

Hi Rama1,

When you use the term "YTD" do you mean it as I understand it: Year To Date -- from January 1 until today?

When you say, "if i select any weeks from previous year then it should display that year YTD" do you want the KPI to calculate for the time from January 1 in that year until today's date in that year?

Re: YTD calculation based on selection of week

H_Julian — Fri, 10 Jan 2020 13:40:14 GMT

Build a Mastercalendar to connect your date,Week and year for example:

Date,Week,Year

01.01.2019,1,2020

08.01.2019,2,2020

etc...

Than your Date Variable(YTD) can connect to your weekfilter(in Menubar for example)

Greetings