YTD QTD MTD sales

[Anonymous]

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.

[sunny_talwar]

What number are you expecting to see for LMTD?

[sunny_talwar]

May be this

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

Sum({<FinancialYear1=,MonthName1=, PostingNum={">=$(=Num(MonthStart(Max(PostingNum), -12)))<=$(=Num(AddMonths(Max(PostingNum), -12)))"}>} [SInvoice.Amount To Customer]))

to get 5,493,621

[Anonymous]

Thank you Legends tresesco‌ , stalwar1‌.

[SundarAnupindi]

I am having trouble getting the PTD and YTD Values that are needed for our report. Can anyone help me? 

If I select a Month like April 2022, both the PTD and YTD Values are getting the same for me

Sum({<Year=, Month=, Quarter=, Week=, DateField=, DateNum={">=$(=Num(YearStart(Max(DateNum))))<=$(=Max(DateNum))"}>} IncomeExpenseAmount)

What wrong I am doing?