YTD Fiscal Year Calculations

[#1]

Hi,

I am trying to do the set analysis calculations for MTD,YTD for this year and last year but i am unable to get the desired values.

I have a fiscal date and i want to have the set analysis defined for sales such that if i pick a date it must give me the MTD sales until that date and same with YTD and also for last year.

Can someone please help me with any suggestions?

[#2]

Hi

PFA the QVW file with the revised formulae.

Earlier I had not taken into account the fact that the first day of the week shows the traffic for whole week.

Let me know if still you face any issues.

Thanks

Sabal

[#3]

Hi

If this is resolved please close this thread.

Thanks

Sabal

[poojashribanger]

Hi ,

You can refer to this document.

YTQ, QTD, MTD and WTD

[vikasdesai]

Hello Friend

Fiscal YTD:

sum({<DateField={">=$(=(YearStart(Max(DateField),0,4)))<=$(=YearEnd(Max(DateField),0,4))"},Year=,Month=>}Sales)

Fiscal MTD:

sum({<DateField={">=$(=(MonthStart(Max(DateField),0,4)))<=$(=Max(DateField),0,4)"}, Year=,Month=>}Sales)

Regards

vikas