Issue facing with YTD

chinnu123 — Wed, 25 Nov 2020 16:16:04 GMT

Hi Experts,

Hope you will be able to help me with this YTD issue.

Conditions to calculate the values for my graph are provided below:-

x-axis->ClosedDate per Month (current fiscal year to date)

y-axis-> % acquired where ClosedDate <= duedate

Calculation:

1st Expression: "Present Month Count" = Unique problemID where ClosedDate falls in present month for Current fiscal year(Apr-2016 to Mar-2017) and where ClosedDate <= DueDate

2nd Expression: "YTD Count" = Cumulative % of unique problemIDs where ClosedDate falls within current fiscal year Apr-2016 to Mar-2017 and where ClosedDate <= DueDate

Denominator: Count(problemIDs) if ClosedDate or DueDate fields both have valid values;(if any of the ClosedDate or DueDate doesn't contain value, it should be excluded)

Also the YTD should be valid for future fiscal years. and the months which are going to be generated should be trending(i.e; Apr-2016, May-2016, Jun-2016, Jul-2016 and so-on upto Jan-2017,Feb-2017,Mar-2017).

NOTE:- My sample data also has the date values which are out of this current fiscal year; so even these have to be excluded.

Will be much appreciated if I got a correct result

Thanks in Advance

Re: Issue facing with YTD

sunny_talwar — Thu, 19 May 2016 17:11:26 GMT

Would you be able to share a sample where you have already loaded the data? Just being lazy loading the data

Re: Issue facing with YTD

chinnu123 — Thu, 19 May 2016 18:36:35 GMT

Hi Sunny,

Hope you are doing well,

I am stuck at the initial stage and i'm unable to analyze how to approach this scenario;

Thats the reason I have posted in the community, so that experts like you will help me to overcome from this issue.

Regards

Chinnu.

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