topic Re: Last Year QTD in App Development

Last Year QTD

suryajeganathan — Mon, 13 Aug 2018 15:32:20 GMT

I am using the below QTD formula for the Last Financial Quarter. When i filter out for the different quarter it has to show the respective last quarter data. But its not showing right . Logically for the current fiscal quarter i have almost 2 months data so even for the prior QTD it has to take only 2 months like the current FY quarter. But its taking entire last quarter data.

=SUM({< fiscal_quarter, Date ={">=$(=date(QuarterStart(Today(),-4))) <=$(=date(QuarterEnd(Today(),-4)))"}>}

accessories_revenue)

Fiscal Quarter Format : FY16'Q1

Please help me fix this?

Thanks in Advance

Re: Last Year QTD

dwforest — Mon, 13 Aug 2018 16:41:50 GMT

Your expression tells it to take up to the end of the current quarter - 4, not up to today date of last year.

=SUM({< fiscal_quarter, Date ={">=$(=date(QuarterStart(Today(),-4))) <=$(=date(AddYears(Today(),-1)))"}>}

accessories_revenue)

Re: Last Year QTD

suryajeganathan — Mon, 13 Aug 2018 17:08:32 GMT

Hi David,

Thank you so much for your quick reply.

It's working for the last year QTD. But when i select the other Fiscal Quarter filter Its showing the same result of Last year QTD.

I want this to work dynamically when i select the other fiscal_quarter also.

Can you plz help me achieve that?

Re: Last Year QTD

Anonymous — Mon, 13 Aug 2018 18:01:50 GMT

Create a Table with all Quarter and a QuarterID (incremental integer) and than select the possibile quarter dynamicaly, somthing like this:

[QuarterId] = {$(=concat([QuarterId] - 1, ‘,’))}

Re: Last Year QTD

suryajeganathan — Mon, 13 Aug 2018 18:14:54 GMT

Hi Barbolini

I am looking for something handy ....

For Table creation i have to again go for the data load Due to 50 M data it will take lots of time for me to make the changes.

Can u plz suggest some other option?

Re: Last Year QTD

Anonymous — Mon, 13 Aug 2018 18:34:57 GMT

Starting from David exemple

=SUM({< fiscal_quarter, Date ={">=$(=date(QuarterStart(Today(),-4))) <=$(=date(AddYears(Today(),-1)))"}>}

accessories_revenue)

The problem is “Today()” put somthing like “Max([YourDataFiel])” so this is dynamic based on selection, can this solve your problem?

Re: Last Year QTD

suryajeganathan — Mon, 13 Aug 2018 19:09:03 GMT

Yes that helps...Tanq so much

Re: Last Year QTD

suryajeganathan — Tue, 14 Aug 2018 03:33:21 GMT

This expression is taking YTD for all the quarter. But the values are not as expected . Is that the problem with the format of the Quarter column FY17'Q4?.

SUM({< fiscal_quarter, Date ={">=$(=date(QuarterStart(Today(),-4))) <=$(=date(AddYears(Today(),-1)))"}>}

accessories_revenue)

Re: Last Year QTD

suryajeganathan — Tue, 14 Aug 2018 04:26:25 GMT

Hi Guys

I think the expression finding difficult to understand the format of the Quarter.

Can anyone help me to fix this issue asap?

SUM({< fiscal_quarter, Date ={">=$(=date(QuarterStart(Today(),-4))) <=$(=date(AddYears(Today(),-1)))"}>}

accessories_revenue)

Re: Last Year QTD

suryajeganathan — Tue, 14 Aug 2018 04:27:07 GMT

The quarter column in the below format

FY17'Q2

Re: Last Year QTD

suryajeganathan — Tue, 14 Aug 2018 10:34:12 GMT

It's still open....

Can anyone please help me on this?