Help with YTD

[Michael_Chappell]

Good Morning Everyone,

We seem to be having an issue with our YTD set analysis since the beginning of 2021. I'm assuming that given the way our data load/expression has been written that it's not looking passed the current date - in the past. We're just unsure on how to correct it.

For example; when setting a filter of Oct-Dec, 2020, the Sales for all Customers show as a '0' due to us not being in Q4 in 2021. 

YTD in script;
IF( DayNumberOfYear([Date]) <= DayNumberOfYear(Today()-1) AND
[Date] <= Today()-1, 'Y', Null() ) AS IsYTD,

Expression;
Sum( {<IsYTD = {'Y'}, InvoiceYear = {$(=Max(InvoiceYear))}>} GrossSales)

Any help would be much appreciated.

Michael 

[lironbaram · Accepted solution]

hi ,

your IsTYD flag is good for this year and for comparing this year to different years 
you can create a different flag to use in your expression 

IF( [Date] <= Today()-1, 'Y', Null() ) AS IsPastDate,

[Michael_Chappell]

Hi,

Thank you for your answer, and for your swift reply. This flag works perfectly.

All the best,

Michael