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Contributor II
Contributor II

Pivot Table with Last Three Month and YTD

Hello everyone,

I need to develop a pivot table with the following structure:


all very easy to create if the requirement had been "only the last 3 month in the columuns" without YTD Column.  how I could add the YTD column? how can manage the YTD and last 3 months without impacting perfromace?If not the pivot table,  what other chart could I use?



Thanks in advance for the help

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2 Replies

@Nin_04 I guess this is doable, Do you have sample QVF file to work with?

Best Anil, When applicable please mark the correct/appropriate replies as "solution" (you can mark up to 3 "solutions". Please LIKE threads if the provided solution is helpful
Champion III
Champion III

Create an inline dimension table for column groups as below


Load * inline [


In Pivot Table Use 

Row Dimensions: Product

column Dimension

= Pick(Period

, Maxstring({<Date={"$(=Date(AddMonths(Max(Datefield),-2)))"}>}MonthYearField)

, Maxstring({<Date={"$(=Date(AddMonths(Max(Datefield),-1)))"}>}MonthYearField)

, Maxstring({<Date={"$(=Date(Max(Datefield)))"}>}MonthYearField) 

,'YTD ' & Maxstring({<Date={"=$(=Date(Max(Datefield)))"}>} YearField)  )


3 Measures as below, replicate for each measure typeA,TypeB,TypeA+B :

=Pick(Period ,

, sum({<Date={"$(=Date(AddMonths(Max(Datefield),-2)))"}>} TypeA) //prev to prev month

, sum({<Date={"$(=Date(AddMonths(Max(Datefield),-1)))"}>} TypeA) //Prev MOnth

, sum({<Date={"$(=Date(Max(Datefield)))"}>} TypeA)  // Current Month

, sum({<Date={">=$(=YearStart(Max(Datefield)))<=$(=Date(Max(Datefield)))"}>} TypeA)  //YTD




Vineeth Pujari
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