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chintu94
Contributor
Contributor

Fiscal year YTD and FY expression

Hello Experts,

I have to show the values of Fiscal year YTD and Fiscal Year, where my fiscal year start from the month April to March.

I want Dynamic expression for FY-YTD and FY..

I have written an expression but it is not working properly 

FY_YTD: Sum({< Datefield={">=$(=addmonths(Yearstart(Max(Datefield)),3))<=$(=Max(Datefield))"}>}Sales)

FY: Sum({<Datefield={">=$(=addmonths(Yearstart(Max(Datefield)),3))<=$(=Monthend(addmonths(Yearstart(Max(Datefield)),14)))"}>}Sales)

Please suggest me the expression

Thanks in Advance

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  • SaaS

1 Reply
Dalton_Ruer
Support
Support

Search for Master Calendar you will find a plethora of ways to add flags like "FYTD" "PFYTD" etc. Goal is to handle that kind of CPU activity 1 time during the load so that the front end will fly.