How to calculate values from Financial year start to the current date?

[Shriram_Sridhar]

Hi all,

I would like to calculate value for Financial start year to date.

The logic is that when I select the date as 31-03-2017, then the value must show from 01-04-2016 to 31-03-2017.

I have a date field called Dim_Date and amount field called Sales_Amount. How should I calculate for a financial year.

[tresesco · Accepted solution]

Try Something like:

Sum({<Dim_Date={'>=$(=YearStart(Max(Dim_Date),0,4)) <=$(=Max(Dim_Date)))'}>}Sales_Amount)

[sunny_talwar]

May be like this in set analysis

Date = {"$(='>=' & Date(YearStart(Max(Date), 0, 4), 'DD-MM-YYYY') & '<=' & Date(Max(Date), 'DD-MM-YYYY'))"}

[sunny_talwar]

I think it should be YearStart(...., 0, 4) instead of YearStart(...., 4)

[tresesco]

How fast you type ! you noticed and posted even before I realized myself and corrected.