YTD QTD MTD sales

[Anonymous]

Hi All / stalwar1 ‌,

I need to calculate MTD QTD YTD for Total Amount (FCY) .

In the attachment there is two chart one is Exact and other is MTD QTD YTD Total Amount (FCY)

On the basis of Exact chart figure i want to calculate MTD....YTD but you can see the data is not matching with Exact chart.

Thanks.

[sunny_talwar]

Would you be able to elaborate a little on what you have and what is the issue you are running into?

[karthikoffi27se]

Hi Vijay,

Please refer to this below link. A detail explanation about MTD, QTD, YTD.

Date Level Analysis - WTD, MTD, QTD & YTD (Current Year & Previous Year)

Many Thanks

Karthik

[Anonymous]

Anyone can help me out ?.

[tresesco]

You have to be a little more specific about your problem. Try to make it easier for the people here to understand your problem and perhaps also let us know what exactly (may be the values itself against selections) you are looking the output to be.

[Anonymous]

I want to create MTD QTD YTD  and LMTD LQTD LYTD based on below expression

if([SInvoice.Currency Code2]='INR',0,Sum([SInvoice.Amount To Customer]))

I trying to create above KPI's but not get desire output.

e.g Total Amount FCY is 4941015.08 for the month of NOV and it should seen in MTD expression.

[tresesco]

If you have to select the month and see the MTD, you might have used the same expression (without set). However, let me share the MTD expression the way you wrote it (the change is in bold😞

if([SInvoice.Currency Code2]='INR',0,

Sum({<FinancialYear1=,MonthName1=, PostingNum={">=$(=Num(MonthStart(Max(PostingNum))))<=$(=Max(PostingNum))"}>} [SInvoice.Amount To Customer]))

[Anonymous]

If I write your expression the values is 13193656.3 and I want 4941015.08 if i select Nov in MTD expression.

[tresesco · Accepted solution]

Aren't you seeing this?

[Anonymous]

Ohh Sorry Tresesco  I have taken this expression in Text box ...

Could you please help me for LMTD expression.

Thanks