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My input file is like below,
Sales Office | CostCenter | Name | FYPeriod | %Solved |
PAC | 19000 | John | 201101 | 82.61% |
PAC | 19000 | John | 201102 | 86.11% |
PAC | 19000 | John | 201103 | 93.60% |
PAC | 19000 | John | 201104 | 85.94% |
PAC | 19000 | John | 201105 | 78.75% |
MAT | 21000 | Arnold | 201101 | 92% |
MAT | 21000 | Arnold | 201102 | 58% |
MAT | 21000 | Arnold | 201103 | 75.25% |
MAT | 21000 | Arnold | 201104 | 84.30% |
MAT | 21000 | Arnold | 201105 | 93.32% |
I would like to calculate YTD and see the values like
Sales Office | CostCenter | Name | 201101 | 201102 | 201103 | 201104 | 201105 | YTD |
PAC | 19000 | John | 82.61% | 86.11% | 93.60% | 85.94% | 78.75% | 85.04% |
I have tried with Set analysis .Nothing worked YTD correctly.
Thank you in advance for your help.
I'd probably handle it with an AsOfFYPeriod that links to all FYPeriods before or on that period in the same fiscal year. See attached. I'm using a calendar year since I don't know what your fiscal year is, but same idea. I've also assumed that you aren't reading in %Solved directly, and instead a Solved number and a Total number. Otherwise, there's no way to know what percent were solved year to date.