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I found this article, which was helpful, but not exactly what I need to do.
Set Analysis - YTD Compared with Previous Years (Same Parameter)
I need to find which month is the most recent month we have data for and compare it to the same cumulative total for the year at this time last year.
I am attaching an app I mocked up that should simulate the problem.
The example above would work well if I was updating daily, but the grain of the data is at a month level, and may be delayed a few days, so in early June I might be up to either April or May.
This works well if I had data for the entire year.
Sum({$<Year={$(=Year(Today())-1)},Type={'Sales'}>}Value)-Sum({$<Year={$(=Year(Today()))},Type={'Sales'}>}Value)
Any assistance is appreciated.
Please use this expression instead:
='YTD YOY Sales: ' & num(Sum({$<Year={$(=Year(Today())-1)},Type={'Sales'}, Month = {"<=$(=Max({$<Type={'Sales'},Year={$(=Year(Today()))}>}Month))"}>}Value)-Sum({$<Year={$(=Year(Today()))},Type={'Sales'}>}Value))
Please use this expression instead:
='YTD YOY Sales: ' & num(Sum({$<Year={$(=Year(Today())-1)},Type={'Sales'}, Month = {"<=$(=Max({$<Type={'Sales'},Year={$(=Year(Today()))}>}Month))"}>}Value)-Sum({$<Year={$(=Year(Today()))},Type={'Sales'}>}Value))
Thanks...I feel like I was getting close, but that last step was just not working out for me. I also realize I had the original calculation backwards.