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Partner
Partner

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

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.

1 Solution

Accepted Solutions
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MVP
MVP

Try Something like:

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

View solution in original post

4 Replies
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MVP
MVP

Try Something like:

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

View solution in original post

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May be like this in set analysis

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

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

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MVP
MVP

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