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Blunck-TotalFitouts
Contributor III
Contributor III

YTD by month

Hi all,

Within a pivot chart (see screen shot attached) I am using the following expression to show a conversion % per month for the 2020/2021 FY:

Count({$<[QuoteData.QuoteSiteConversion]={'Yes'},QuoteData.FYear={'2020/2021'}>} distinct [QuoteData.Quote])
/
count({$<QuoteData.FYear={'2020/2021'}>}distinct [QuoteData.Quote])

This works perfectly.

I now need to create a new expression, that shows the YTD conversion % as the months continue into the 2020/2021 FY.  Tried the following but not getting any luck.

RangeCount(Above(Total Count({$<[QuoteData.QuoteSiteConversion]={'Yes'},[QuoteData.FYear]={'2020/2021'}>} distinct [QuoteData.Quote]), 0, [QuoteData.fMonth]))
/
RangeCount(Above(Total Count({$<[QuoteData.FYear]={'2020/2021'}>} distinct [QuoteData.Quote]), 0, [QuoteData.fMonth]))

Would appreciate some help with this!

Cheers

Carl

1 Solution

Accepted Solutions
Blunck-TotalFitouts
Contributor III
Contributor III
Author

Thanks both, this worked in the end 🙂

(RangeSum(Before(Total Count({$<[QuoteData.QuoteSiteConversion]={'Yes'},[QuoteData.FYear]={'2020/2021'}>} distinct [QuoteData.Quote]), 0, [QuoteData.fMonth])))
/
(RangeSum(Before(Total Count({$<[QuoteData.FYear]={'2020/2021'}>} distinct [QuoteData.Quote]), 0, [QuoteData.fMonth])))

View solution in original post

3 Replies
Anil_Babu_Samineni
MVP
MVP

@Blunck-TotalFitouts Instead of RangeCount, You can use RangeSum like

RangeSum(Above(Count({$<[QuoteData.QuoteSiteConversion]={'Yes'},QuoteData.FYear={'2020/2021'}>} distinct [QuoteData.Quote])
/
count({$<QuoteData.FYear={'2020/2021'}>}distinct [QuoteData.Quote]), 0,Rowno(TOTAL)))

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
talebmakrani
Contributor II
Contributor II

Use “before “instead of “above “

Blunck-TotalFitouts
Contributor III
Contributor III
Author

Thanks both, this worked in the end 🙂

(RangeSum(Before(Total Count({$<[QuoteData.QuoteSiteConversion]={'Yes'},[QuoteData.FYear]={'2020/2021'}>} distinct [QuoteData.Quote]), 0, [QuoteData.fMonth])))
/
(RangeSum(Before(Total Count({$<[QuoteData.FYear]={'2020/2021'}>} distinct [QuoteData.Quote]), 0, [QuoteData.fMonth])))