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## QTD sales

Hi All,

I worked on calculating YTD MTD sales bith are works fine.But while calculating QTD on the same way not working properly.

YTD >>>

Sum({<doj={'>=\$(=YearStart(Today()))<=\$(=Today())'}>}pkg)

MTD>>>

Sum({<doj={'>=\$(=MonthStart(Today()))<=\$(=Today())'}>}pkg)

QTD

Sum({<month={'>=\$(=QuarterStart(Today())<=\$(=Today())'}>}pkg)

1 Solution

Accepted Solutions  Luminary Alumni

Hi,

Try like this

YTD >>>

Sum({<month=, year=, quarter=, doj={'>=\$(=YearStart(Today()))<=\$(=Today())'}>}pkg)

MTD>>>

Sum({<month=, year=, quarter=, doj={'>=\$(=MonthStart(Today()))<=\$(=Today())'}>}pkg)

QTD

Sum({<month=, year=, quarter=, doj={'>=\$(=QuarterStart(Today())<=\$(=Today())'}>}pkg)

month=, year=, quarter= ignores the selections in this fields, so you always get the YTD, MTD and QTD values.

Check this links hope it helps you.

Set Analysis for certain Point in Time

Set Analysis for Rolling Periods

Regards,

Jagan.

6 Replies  MVP

Why did you change QTD to check on month? try with doj and should work:

Sum({<doj={'>=\$(=QuarterStart(Today())<=\$(=Today())'}>}pkg) Not applicable
Author

Yes sunny also I tried with doj but didn't work.  Luminary Alumni

Hi,

Try like this

YTD >>>

Sum({<month=, year=, quarter=, doj={'>=\$(=YearStart(Today()))<=\$(=Today())'}>}pkg)

MTD>>>

Sum({<month=, year=, quarter=, doj={'>=\$(=MonthStart(Today()))<=\$(=Today())'}>}pkg)

QTD

Sum({<month=, year=, quarter=, doj={'>=\$(=QuarterStart(Today())<=\$(=Today())'}>}pkg)

month=, year=, quarter= ignores the selections in this fields, so you always get the YTD, MTD and QTD values.

Check this links hope it helps you.

Set Analysis for certain Point in Time

Set Analysis for Rolling Periods

Regards,

Jagan. Not applicable
Author

Hi Jagan,

Still am working on the same but no accurate result.

Please have a look at above attachments.

I don't know exactly where am wrong.

Kindly suggest on this. Not applicable
Author

Now I got it.

Thank you !!!!!  MVP

Close the thread if it is all working now Best,

Sunny Community Browser