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I have 3 years of data like 2019,2020,2021
requirement is :
1.YTD Values vs Previous YTD Values
to date is 31-Aug-2021
I want to display the YTD Sales Value is ---- 30-Aug-2021 Sum(Sales) Value.(1-Jan-2021 to 30-Aug-2021 Sum Value)
Previous YTD Values is ---- 30 -Aug-2020 Sum(Sales) Value means 1-Jan-2020 to 30-Aug-2020 Sum(Sales) Value.
If Date is Sept-10-2021 --- YTD value is ----Sept-9-2021 (Jan-1-2021 to Sept-9-2021)
Previous YTD is ---- Jan-1-2020 to Sept-9-2020 Sum(Sales) values
2.Current Date vs Previous Date
Today is Aug-31-2021
O/P is Aug-30-2021
Previous Year current date is Aug-30-2020
3.Current month vs Previous year of current month
O/P is :
Current Month : Aug-2021
Previous Current Month is :Aug-2020
4.Quarter to Current date vs Previous year Quarter to current date
O/P : Quarter to current date: If I Select the Q1 , it will display the sales values of Jan-1-2021 to Agu-30-2021
If I select the Q2 ,it will display the Apr-1-2021 to Agu-30-2021 Data
As same as Previous year
Previous : If I Select the Q1 , it will display the sales values of Jan-1-2021 to Agu-30-2021
If I select the Q2 ,it will display the Apr-1-2020 to Agu-30-2020 Data
Please help above requirement.
@Ramu_i How your calculation should work if you select Year "2020"?
Thanks for replay,
We have filters like Year, Quarter, Month and other filters are there.
If I select the year value in year filter it will display the YTD values , these values are in KPI's.
If I select the Quarter Values, It for Quarter to date current and Previous, Just like as month and date like that.
@Ramu_i Example which you showed in OP is for current year which is fine. But if you select Year "2020" what will happen to your measure
1) YTD - 2020 & Previous YTD-2019?
2) Current Day & Previous Year Same Day ? Will it be 31-Aug-2021 & 31-Aug-2020 or 31-Aug-2020 & 31-Aug-2019?
3) Current Month & Previous Year Current Month? Will it be Aug-2021 & Aug-2020 or Aug-2020 & Aug-2019?
4) Quarter to current Date & Previous year Quarter to current Date? Will it be Jan-2021 to Aug-2021 & Jan-2020 to Aug-2020 or Jan-2020 to Aug-2020 & Jan-2019 to Aug-2019?
while opening the dashboard it will display the YTD in KPI's
1.YTD -2021 : It will display the Jan-1-2021 to Aug-31-2021 Data at the same thing Previous year
YTD : Jan-2021 to Agu-2021
Previous Year YTD : Jan-2020 to Aug-2020
2. Current Day & Previous Year Same Day ? Will it be 31-Aug-2021 & 31-Aug-2020 or 31-Aug-2020 & 31-Aug-2019?
3. Current Month & Previous Year Current Month? Will it be Aug-2021 & Aug-2020 or Aug-2020 & Aug-2019? Correct
4.Quarter to current date vs Quarter to Previous year current date
Here 4 Tabs are there , YTD, QTD,MTD, Current Date
If I select the QTD Tab (Menu Bar -Select the QTD option)
It will display the current Quarter -Now Q3 is running ---July -2021 to Sept -2021 data same previous year ---
July-2020 to Sept 2020.
If I select the Q1 -it will display the Jan-2021 to Mar-2021 and Previous Year QTD ---Jan-2020 to Mar-2020
If selected the Q2 - It will display the Apr-2021 to Jun-2021 and Previous Year QTD---Apr-2020 to Jun-2020
If Selected the Q4- It will display the Current QTD blank and Previous Year QTD ---Oct-2020 to Dec-2020
Thank you .