YTD and Previous YTD

[#1]

Hi,

I'm trying to figure out a simple YTD and previous YTD expression:

1.  The year follows the calendar year, so I'm looking for 1/1/17 through 6/13/17 in comparison to 1/1/16 through 6/13/16.

2.  The date I'm using is the Transactions.Txn Date

3.  I'm trying to find sales using the Transactions.Amount With Sign field

I've looked at other boards, but it's a little over my head.  Can anyone help?

Thanks-

[oscar_ortiz]

Nicole,

The most common way of dealing with that is by building a Master Calendar based on your data, in your case the Transactions.Txn Date field.  Part of that master calendar will be to determine what dates are considered YTD or PYTD.

Check out these posts for help:

The Master Calendar

Year-over-Year Comparisons

You can then use the fields from the master calendar in your expression.

Good Luck!

Oscar

[Anonymous · Accepted solution]

For this  year :

1/1/17 through 6/13/17 in

=Sum({$ <Transactions.Txn Date={"$(='>=' & Date(YearStart(Max(Transactions.Txn Date)), 'MM/DD/YYYY') & '<=' & Date((Max(Transactions.Txn Date)), 'MM/DD/YYYY'))"}>} [Transactions.Amount])

for previous year

/1/16 through 6/13/16.

=Sum({$ <Transactions.Txn Date={"$(='>=' & Date(YearStart(Max(Transactions.Txn Date),-1), 'MM/DD/YYYY') & '<=' & Date(addyears(Max(Transactions.Txn Date),-1), 'MM/DD/YYYY'))"}>} [Transactions.Amount])

[#4]

Thank you both, this worked!