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New Contributor III

## Dynamic Prior YTD

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:

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

Labels (4)

• ### Set Analysis

1 Solution

Accepted Solutions
Partner

## Re: Dynamic Prior YTD

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)``

Blog: WhereClause   Twitter: @treysmithdev
Partner

## Re: Dynamic Prior YTD

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)``

Blog: WhereClause   Twitter: @treysmithdev