MTD SalesGoals

[jhona1737]

Hi Everyone, I would like to ask what formula should I used if you have the sales goals for the entire month to show me the sales goals MTD,

This is the one I am using right now but gave me the total sales goals for the month

sum(if (InMonth ([InvoiceDate], SetDateYear (Today(), max (total Year ([InvoiceDate]))), 0), [SalesGoals]))

Thanks for your help!

[isaaclin]

Try:

sum({$<[InvoiceDate]={">=$(=Num(MonthStart(Max([InvoiceDate]))))<=$(=Max([InvoiceDate]))"}>}[SalesGoals])

[Uday_Pasupuleti]

HI Jonathan,

Try the following in your master calendar

If(Day(your date field) <= Day(Today()),1,0) as MTD

then in your expression use

Sum({$<MTD={1}>} [SalesGoals])

Thanks,

Uday

[#4 · Accepted solution]

You might need to create the master calendar, then add MTD flag

If(InMonthToDate(SalesDate,Today(),0,7) * -1=1,1,0) As MTDFlag

You might need to check the InMonthToDate function to understand how it works. In my example, Financial year start Jul so i put 7 there.

Then in your expression, you can just use like Uday mentioned Sum({$<MTDFlag={1}>} [SalesGoals])

[jhona1737]

Thank you, Nhu Ngo

It works!!

I appreciate