Unlock a world of possibilities! Login now and discover the exclusive benefits awaiting you.
Hi All,
I have seen numerous questions in regards to YTD calculations, but none in regards to a dynamic YTD calculation.
I am currently using the following set analysis to pull the sum of prior YTD Charges:
=SUM({$<ContactDTS = {'>=$(=AddMonths( YearStart (Today()),-12))<=$(=AddMonths( (Today()),-12))'}>}Charges)
But, when selecting a different year, my value drops to zero. In addition, for some reason, my number isn't accurately reflecting the sum of Charges within the field.
Has anyone ever created a Prior YTD expression that allows is dynamic to the year selected?
Thanks,
Rose
You can use the following to do what you are saying. I would create an additional field of your date field but store it as a number. This will make formatting matching a lot easier.
Keep in mind you will have to add/replace/remove other calendar date fields in here.
Sum({<Year=, MonthYear=, Month=, Week=, Date=, DateNum={">=$(=Num(YearStart(Max(DateNum))))<=$(=Num(MonthEnd(Max(DateNum))))"}>}Charges)
You can use the following to do what you are saying. I would create an additional field of your date field but store it as a number. This will make formatting matching a lot easier.
Keep in mind you will have to add/replace/remove other calendar date fields in here.
Sum({<Year=, MonthYear=, Month=, Week=, Date=, DateNum={">=$(=Num(YearStart(Max(DateNum))))<=$(=Num(MonthEnd(Max(DateNum))))"}>}Charges)