How to calculate YTD

[hemanthaanichet]

Hi Guys,

I have a requirement that i need to calculate YTD for a data

Year To Date (YTD):

Dimensions: Year

I need to show all the Year

suppose if i click Year =2013 & Month= Jun , The chart has to show like sum(sales) from Jan to Jun for all the year

i.e.,

2013 = Jan to Jun

2012 = Jan to Jun

2011 = Jan to Jun

Attached the sample data

[hemanthaanichet]

Sunny,

your expression to working fine and view also as per my requirement

but only one thing is no change in previous years

i.e Suppose if i click Year = 2013 and Month= Apr

previous years also has to show from same month

As per your expression current year is changing perfectly but there is no change in value in previous year

[sunny_talwar]

I think it is changing...

What is the output you expect when you select 2013 and April?

Also, I have not used a new expression. It is the same one as the one that Manish gave.

[hemanthaanichet]

No No sunny,

iam not saying about the formula

iam saying about view of bar chart

if i click on  Year =2013  and month = Apr

in barchart:

2011(Jan- Apr) ,2012 (Jan- Apr), 2013(Jan - Apr) that means three bars has to come out in the chart

if i click on  Year =2012  and month = Apr

in barchart  :

2011(Jan- Apr) ,2012 (Jan- Apr),  that means two bars has to come out in chart

[hemanthaanichet]

Sunny

Please have a look on the attachment

In the chart the expression give required values but only one draw back is

if i click on Year =2012 In the bar chart 2013 also visible which i dnt want to show in bar chart

i.e,

when click on  year= 2013 and month =Jun

bars in the chart should

2013= jan to jun sum(sales)

2012 = jan to jun sum(sales)

2011= jan to jun sum(sales)

when click on year =2012 and month = jun

bar in the chart

2012 = jan to jun sum(sales)

2011= jan to jun sum(sales)

[sunny_talwar · Accepted solution]

May be this?

(Sum({<Month, Year, YearMonth, MonthNum = {"$(='>=1<=' & Max(MonthNum))"}>}Sales)

/

Above(Sum({<Month, Year, YearMonth, MonthNum = {"$(='>=1<=' & Max(MonthNum))"}>}Sales)))-1

[hemanthaanichet]

I that bar chart if u observe in the screen shot

1

I think no sunny ,

in the First & Second screen shot 2011 & 2012  values are same which is to be not like that

My required r expect output is it has to change based on the selection month in all charts

As in Manish expression it is changing but only one thing when i select on 2012 but it still displaying the 2013 too

[sunny_talwar]

Where are you seeing this? In the file that i attached? I see this

[hemanthaanichet]

Exactly Sunny ,

It is working fine

Thank you very much Sunny

Cheersss...!

[hemanthaanichet]

Yeah I was a bit delay in finding the new attachment

when i was about to explain you a bit clear in that mean time you solved it and posted

Thanks Sunny,