As Date Range, Cumulative sum in report

[abhaysingh]

Hi Every one,

I am attaching one sample file in which the output required in below format

the output i want like

Default view For current month =Data shud show for last month,

i.e.Say Current month is July16, Data shud come for From Apr16 to Jun16.

Default View For Previous Month = Data Should come Cuurent Month - 2

i.e Say you are in Jun16, Data shud come for the period of Apr16 to May16

i need to give the feasibility to the user that he can select the dates to check the data accordingly,

e.g. Let Say User has selected 30.03.2016, means March16 which is the 12th period as per fiscal Year which is 2015.

output shud come like

For Current Month = Apr15 to Mar16

For Prev Month = Apr15 to Feb16.

and if the selected date is 30.06.2016, the output shud come like

For Current Month = Apr16 to jun16

For Prev Month = Apr16 to may16.

Note = i am working on stock data and stock data will be applicable at monthend only.

I am following Fiscal Year

Hope i am clear.

Hey Hope this is fine now stalwar1‌,, thanks for you suggesiton.

thanks

[sunny_talwar]

Thanks abhay

[abhaysingh]

any suggestion on the output required?

[Frank_Hartmann]

I would recommend you to create a MasterCalendar.

then it should be easy to create link between a date and an according daterange!

[swuehl]

Maybe like attached?

With two expressions for current and previous

=Sum({<Dates = {">=$(=Date(Yearstart(Max(Dates),0,4)))<=$(=Date(Max(Dates)))"}>} value)

=Sum({<Dates = {">=$(=Date(Yearstart(Max(Dates),0,4)))<$(=Date(Max(Dates)))"}>} value)

[abhaysingh]

Hi Sweul,

when user is selecting 30.04.2016, Previous month should be 31.03.2016, right now is is giving 0 only. please suggest on this.

thanks

[swuehl]

Previous month should be 31.03.2016 only, or  30.4.2015 to  31.03.2016, i.e. full previous FY.

And Current year would then show only 30.04.2016?

edit:

Maybe then like this for prev month:

=Sum({<Dates = {">=$(=Date(Yearstart(Monthstart(Max(Dates),-1),0,4)))<=$(=Date(Monthstart(Max(Dates))))"}>} value)

[abhaysingh]

Hi Swuehl,

could you pls help me condition for  Prev Year  as well..

thanks for support

[swuehl]

Maybe, what are your requirements for prev year / current year (compared to prev month / current month)?

[abhaysingh]

Hi Swuehl,

Requirement is Current Year, Prev Month and Prev Year Data Shud be shown in one Report.

Prev Year Data should shown like below Rest you already suggested me

as per user selection date of 30.04.2015,

the period should be 30.04.2015 to 31.03.2016