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Contributor III

## Rolling annd YTD calculation

Hello,

I trying to calculate the rolling and ytd revenue for current and last year revenue, but not from the month of january to december. i need to do it from Sep 2017 to Aug 2018 and sep 2018 to Aug 2019.

='Current Year:'& Num(Sum({<[Trading Week End Date] = {">=\$(=MakeDate(Year(Today()),9,1) )<=\$(=MakeDate(Year(Today())+1,8,30) )"}> } NET_SLS_AMT/1000000),'##.00')
& ' Last Year:'&Num(Sum({<[Trading Week End Date] = {">=\$(=MakeDate(Year(Today())-1,9,1) )<=\$(=MakeDate(Year(Today()),8,30) )"}> } NET_SLS_AMT/1000000),'##.00')

I'm using this formula, but sales is reflecting from january to december. Can you please help me with this problem to get rolling & ytd sales from july month to june month

Thanks

3 Replies

here you compare [Trading Week End Date] which is a year with a full date?
Can we change [Trading Week End Date] by week?

Regards,
Taoufiq ZARRA

"Please LIKE posts and "Accept as Solution" if the provided solution is helpful "

(you can mark up to 3 "solutions") 😉

Sep 2017 to Aug 2018 and sep 2018 to Aug 2019

or

Sep lasyear(2018) to Aug this year (2019)  ?

Regards,
Taoufiq ZARRA

"Please LIKE posts and "Accept as Solution" if the provided solution is helpful "

(you can mark up to 3 "solutions") 😉
Contributor III
Author
sep 2017 to aug 2018 as last year and sep 2018 to aug 2019 as current year