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maxicarena
Contributor

HELP! Select the previous period and the current selection together

Hello! I would like to get the unique clients from the current selection (selected month-year) to back, being clear all the records of the period including the selected date but excluding subsequent dates (months-years).


The field with which the customer is identified is DOCUMENTO.


The date fields that I have only selected are 2: MES and AÑO , in English MES is month and AÑO y year. I have selected to May 2017, so I do not want to bring me the following months.

Thanks very much community

6 Replies
beck_bakytbek
Honored Contributor

Re: HELP! Select the previous period and the current selection together

Hi Maximiliano,

try this:

Sum ({$<Year ={"($=max(Year))"} >}YourField) for current year

Sum ({$<Year ={"($=max(Year(Today)-1)"} >}YourField) for last year year


i hope that helps


Beck

beck_bakytbek
Honored Contributor

Re: HELP! Select the previous period and the current selection together

sadasiva
Contributor II

Re: HELP! Select the previous period and the current selection together

Hi,

For example

Sum({<Year = {$(=max(Year))},YearMonth = {"<=$(=max(YearMonth))"},Date={">=$(=vMinYearDate) <=$(vMaxYearDate)"}>}Sales)

I am using this expression to show This year numbers and

Sum({<Year = {$(=max(Year)-1)}, YearMonth = {"<=$(vLYYearMonth)"},Date={">=$(=vMinLYearDate) <=$(vPreviousYeardate)"}>}Sales)

this one to show last year YTD numbers . These expressions will show the numbers till today from the begining of the year and last year begining to same date last year.

This may helps.

maxicarena
Contributor

Re: HELP! Select the previous period and the current selection together

Hi Beck, first and foremost, thank you for your time, I could not make your formulas work, the modifications a little and I could make the first one work, but it's not what I'm looking for either, I do not really understand what the number is bringing, what the logic is.

This is the formula Count (distinct {<FieldNameYEAR = {"<$ (= Max (FieldNameYEAR))"}>} DOCUMENT) .

Footnote: it is easier to name the fields as well (FieldNameYear) since if you only put me Year I do not know if it is the name of the field or it is a function or variable.

maxicarena
Contributor

Re: HELP! Select the previous period and the current selection together

Hi Sada, thanks for writing! The truth that I could not apply the formulas, mainly because I do not know your variables like vMinYearDate.

Footnote: we could name the date fields as NameFieldYear so it is not confusing if in the formula you put a function or a field.

Thank you!!

beck_bakytbek
Honored Contributor

Re: HELP! Select the previous period and the current selection together

Hi Maximiliano,

look at this example

i hope that helps

Beck