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suvechha_b
Creator III
Creator III

How to calculate YTD ?

Hi All ,

How to calculate the YTD value in the below report.

YTD.PNG

Is , it possible to get YTD , month wise ? Like YTD Sales value from Jul to Jun 2017. See below snapshot.

YTD1.PNG

sample model attached.

3 Replies
MK_QSL
MVP
MVP

Not exactly the same, but you will get some idea.

Calculating rolling n-period totals, averages or other aggregations

hemanthaanichet
Creator III
Creator III

Hi Bhadra,

Try this:

SUM({<Year = {$(=only(Year))}, Month = {"<=$(=num(Month))"}>} [Sales])

Regards

Hemanth

shraddha_g
Partner - Master III
Partner - Master III

Try:

SUM({<DateField = {">=$(=date(YearStart(max(DateField)))) <= $(=date(max(DateField)))"} , Month=,Year=,FiscalYear=>} [Sales])