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daisy1438
Contributor III
Contributor III

YTD expression for when financial year start from April

Hi friends,

How to write the YTD expression when financial year start from April.

Thanks 

2 Replies
Vegar
MVP
MVP

Try something like this. 

Sum({$<Year, Month,Date={">=$(=yearstart (max(Date), 0,4)<=$(=today())" } >} Amount)

Notice that I cancel out Year and Month, you should do this for all selectable fields from your master calendar

H_Julian
Contributor III
Contributor III

Write a new Dimension in your Mastercalendar

 

if(Month(Datefield)>=4,

 Makedate(Year(Datefield),Month(Datefield)-3,Day(Datefield)),

  Makedate(Year(Datefield)-1,Month(Datefield)+9,Day(Datefield))

as Date Fiscal Year

Then you can write in your Set Analysis instead of your original Datefield

Original:

Sum({<Date={'>=01.01.2020<=31.01.2020'}>}Value) //Value from 1st of January 2020 to 31st of January 2020

New Date Field:

Sum({<[Date Fiscal Year]={'>=01.01.2020<=30.01.2020'}>}Value) //Value from 1st of April 2020 to 30st of April 2020