YTD Calculation Issue

Fri, 17 Sep 2010 21:08:09 GMT

My input file is like below,

Sales Office	CostCenter	Name	FYPeriod	%Solved
PAC	19000	John	201101	82.61%
PAC	19000	John	201102	86.11%
PAC	19000	John	201103	93.60%
PAC	19000	John	201104	85.94%
PAC	19000	John	201105	78.75%
MAT	21000	Arnold	201101	92%
MAT	21000	Arnold	201102	58%
MAT	21000	Arnold	201103	75.25%
MAT	21000	Arnold	201104	84.30%
MAT	21000	Arnold	201105	93.32%

I would like to calculate YTD and see the values like

Sales Office	CostCenter	Name	201101	201102	201103	201104	201105	YTD
PAC	19000	John	82.61%	86.11%	93.60%	85.94%	78.75%	85.04%

I have tried with Set analysis .Nothing worked YTD correctly.

Thank you in advance for your help.

YTD Calculation Issue

johnw — Fri, 17 Sep 2010 21:31:53 GMT

I'd probably handle it with an AsOfFYPeriod that links to all FYPeriods before or on that period in the same fiscal year. See attached. I'm using a calendar year since I don't know what your fiscal year is, but same idea. I've also assumed that you aren't reading in %Solved directly, and instead a Solved number and a Total number. Otherwise, there's no way to know what percent were solved year to date.

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YTD Calculation Issue

YTD Calculation Issue