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vijayptcs
Contributor II

YTD QTD MTD sales

Hi All / stalwar1 ,

I need to calculate MTD QTD YTD for Total Amount (FCY) .

In the attachment there is two chart one is Exact and other is MTD QTD YTD Total Amount (FCY)

On the basis of Exact chart figure i want to calculate MTD....YTD but you can see the data is not matching with Exact chart.

Thanks.

1 Solution

Accepted Solutions
MVP
MVP

Re: YTD QTD MTD sales

Aren't you seeing this?

Capture.JPG

12 Replies

Re: YTD QTD MTD sales

Would you be able to elaborate a little on what you have and what is the issue you are running into?

Highlighted
karthikoffi27se
Contributor III

Re: YTD QTD MTD sales

Hi Vijay,

Please refer to this below link. A detail explanation about MTD, QTD, YTD.

Date Level Analysis - WTD, MTD, QTD & YTD (Current Year & Previous Year)

Many Thanks

Karthik

vijayptcs
Contributor II

Re: YTD QTD MTD sales

Anyone can help me out ?.

MVP
MVP

Re: YTD QTD MTD sales

You have to be a little more specific about your problem. Try to make it easier for the people here to understand your problem and perhaps also let us know what exactly (may be the values itself against selections) you are looking the output to be.

vijayptcs
Contributor II

Re: YTD QTD MTD sales

I want to create MTD QTD YTD  and LMTD LQTD LYTD based on below expression

if([SInvoice.Currency Code2]='INR',0,Sum([SInvoice.Amount To Customer]))

I trying to create above KPI's but not get desire output.

e.g Total Amount FCY is 4941015.08 for the month of NOV and it should seen in MTD expression.

MVP
MVP

Re: YTD QTD MTD sales

If you have to select the month and see the MTD, you might have used the same expression (without set). However, let me share the MTD expression the way you wrote it (the change is in bold😞

if([SInvoice.Currency Code2]='INR',0,

Sum({<FinancialYear1=,MonthName1=, PostingNum={">=$(=Num(MonthStart(Max(PostingNum))))<=$(=Max(PostingNum))"}>} [SInvoice.Amount To Customer]))

vijayptcs
Contributor II

Re: YTD QTD MTD sales

If I write your expression the values is 13193656.3 and I want 4941015.08 if i select Nov in MTD expression.

MVP
MVP

Re: YTD QTD MTD sales

Aren't you seeing this?

Capture.JPG

vijayptcs
Contributor II

Re: YTD QTD MTD sales

Ohh Sorry Tresesco  I have taken this expression in Text box ...

Could you please help me for LMTD expression.

Thanks