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How to make YTD, MTD, FY.

Hi All,

I have a data model where like example there is one date column

TRDate         ,Sales

01/01/2012    ,4512

01/02/2012    ,1487

Date is upto from Jan - 2012 to current date like 26/10/2012

1. How can i make a chart for the YTD.

2. How can i create a chart like MTD.

3. How can i make char for FY.

etc if you have any other type of the chart according to date field. Please provide help for this quicker will be appreciated.

Thanks & Regards

1 Reply
New Contributor III

Re: How to make YTD, MTD, FY.


I do like this:


sum({$<PeriodCounter = {"$(=Max(PeriodCounter))"},YearCounter = {"$(=Max(YearCounter))"}>} Amount)/-Unit

YTD (the setexcl variable = "=Year=, Month=, Quarter=" ):

sum({$<PeriodCounter = {"<=$(=max(PeriodCounter))"},YearCounter = {"$(=max(YearCounter))"},$(setexcl)>} Amount)/-Unit

Hope it helped


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