How do derive monthly figures from year to date figures?

[shamitshah]

Hi,

Please see attached sample file which has year to date figures.

What is the best way to derive monthly figures?

Thanks

Shamit

[trdandamudi]

What exactly you need ? Can you share your final output please....

[Anonymous]

Hi,

MonthEnd(Your Date filed)

it will gives the result only month end days from your list of Dates in Your Date filed.

and

If you Want to display month start dates you can apply like this

MonthStart(Your Date filed)

Thanq

[shamitshah]

Final output  for the monthly figures  would be:

Month           Sales         COS           Margin

Jan 2016       1,000          500          500

Feb 2016       1,500          750          750

Mar 2016       2,500          1,250      1,250

Apr 2016        2,500          1,250      1,250

Thanks

Shamit

[trdandamudi]

Please see the attached file for the solution and hope this helps...

[shamitshah]

Hi Thirumala,

I've added another month (May 2016) to your solution, but it does not appear to work.

Note that this is a test file with only a limited number of months. In practice, I have an on-going live file where I require the monthly figures from the year to date figures. The idea would not make any additional amendments in the expressions as new data comes in.

Thanks

Shamit

[Anonymous]

Hi shamit,

sorry for my first reply...i didn't get your earlier posts..

i got only your main post.. thats why i shred my thought like that..

and

to get output like this: jan 2016

                                feb 2016

you can try like this:in script

derive the filed with combination of month and year as fallows

Month(your date filed)  & ' - '      &  Year(your date filed ) as MonthYear

then you have to use this derived filed in your object

i think this is helpful to you

thanq.

[shamitshah]

Hi Kalyani,

I don't quite follow your suggestion. Are you able to attach your solution?

Thanks

Shamit

[trdandamudi · Accepted solution]

I think I am missing something here. What do you expect the output for the month of May ? The calculation I have is Sum Sales - Prior month Sales. Is this correct ?

[shamitshah]

Apologies! That's the correct answer.

Thanks

Shamit