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Anonymous
Not applicable

MTD PY

Good day!

Please help)

I want to create a flag that will help us analyze the period in last year.

For example, today week №13, Thursday, 27 , the data relevant to the 26.

Need to analyze the period in last year starting on week №13, Thursday and 26 days ago.

This year, I analyze the MTD (1.03.14-26.03.14)

In the previous year - MTD PY (2.03.13-27.03.13)

How to do it?

Thank you very much.

1 Solution

Accepted Solutions
MK_QSL
MVP
MVP

For Current YearMonth

=SUM({<Date = {'>=$(=MonthStart(Today()))'}>}Sales)

For Previous YearMonth

SUM({<Date = {">=$(=Date(MonthStart(Today(),-12)+1)) <=$(=Date(AddYears(Today(),-1)+1)) "}>}Sales)

Hope this helps...

View solution in original post

5 Replies
MK_QSL
MVP
MVP

For Current YearMonth

=SUM({<Date = {'>=$(=MonthStart(Today()))'}>}Sales)

For Previous YearMonth

SUM({<Date = {">=$(=Date(MonthStart(Today(),-12)+1)) <=$(=Date(AddYears(Today(),-1)+1)) "}>}Sales)

Hope this helps...

Anonymous
Not applicable
Author

Thank you so much, it's works)))

The only thing, I took not current date, but Today()-1, since data actual - always yesterday in our reporting.

SUM({<Дата = {">=$(=Date(MonthStart(Today()-1,-12)+1)) <=$(=Date(AddYears(Today()-1,-1)+1)) "}>}[Объем л.])

Sorry for the perseverance, the last question

it's possibly to make of this expression - the flag and upload it to load, then to use as a filter (MTD PY = {1, 0})

Thank you, thank you, thank you

MK_QSL
MVP
MVP

=SUM({<Date = {'>=$(=MonthStart(Today()-1))'}>}Sales)

For Previous YearMonth

SUM({<Date = {">=$(=Date(MonthStart(Today()-1,-12)+1)) <=$(=Date(AddYears(Today()-1,-1)+1)) "}>}Sales)

Anonymous
Not applicable
Author

Tell, please, one more question: Is it possible to upgrade the MTD PY formulas. 

I need to redo formula. On the last day of the month formula should capture all MTD PY

I mean, when our report will be actual to 31 March 2014, the previous year we should take the period 1 -31 March.

During the month analyze the period via SUM ({<Date = {"> = $ (= Date (MonthStart (Today () -1, -12) +1)) <= $ (= Date (AddYears (Today () -1, -1) +1)) "}>} Sales).

Thanks!

MK_QSL
MVP
MVP

Can you please create a new thread so that other members will also take part !