Dynamic YTD stats for current fiscal year

[Rabia_Taimur]

I have a data for multiple months. Need to show YTD stats for current fiscal year. do not want to hard code current fiscal year:

I am using below code but it isn't working:

=Count(Distinct if([Training Start date.Fisc.Year]=Max([Training Start date.Fisc.Year]),TITLE))

I have also created a variable and used code in data load editor as below:

Date(today()) as Date_Today

In visualization as below:

=Count(Distinct if([Training Start date.Fisc.Year]=$(Date_Today.Fisc.Year),TITLE))

but its not working 😞

[Rohan]

Hi Rabia,

You need to use a simple Set analysis expression for YTD in this case, Try the following :

Count({<[Training Start date.Fisc.Year]={">=$(=yearstart([Training Start date.Fisc.Year],0,4))<=$(=max([Training Start date.Fisc.Year]))"}>} Title)

Note: Adjust the yearstart() parameters according to your fiscal year start.

Regards,

Rohan.

[Rabia_Taimur]

Thank you for the quick response. I have tried the code but its still giving me attached error.

I am just getting started with set analysis, not very comfortable with it so i was trying to handle it with coding in data load editor.

[Rohan]

Hi Rabia,

My bad, here's an edit :

Count({<[Training Start date.Fisc.Year]={">=$(=yearstart(max([Training Start date.Fisc.Year]),0,4))<=$(=max([Training Start date.Fisc.Year]))"}>} Title)

Also, Is this field "[Training Start date.Fisc.Year]" in date form or num form ?

Regards,

Rohan.

[Rabia_Taimur]

Its in Date format

[Rabia_Taimur]

and its still not working 😞

Screen shot attached

[Rohan · Accepted solution]

Hi Rabia,

The "Title" needs to be in all caps "TITLE". Also make the following change :

Count({<[Training Start date.Fisc.Year]={">=$(=date(yearstart(max([Training Start date.Fisc.Year]),0,4)))<=$(=date(max([Training Start date.Fisc.Year])))"}>} TITLE)

Kindly check such field names stuff at your end too..

Regards,

Rohan.

[Rabia_Taimur]

Thank you so much for the help, much appreciated!