YTD and Rolling 12 Time Periods

[#1]

I've created a Master calendar and added some time variables to my dashboard such as YTD and Rolling 12.

YTD looks like (

PeriodID = {"<=$(=Max(PeriodID))"},

Year = {$(=Max(Year))},

Quarter = ,

Period = ,

Month = )

On my dashboard I have Year, Month and Quarter. I want a create a chart with Year&month (Period) as the dimension. When the user selects 2013 & 2014 for example the chart will show the YTD values (sum(sales) for the period. How do I use the YTD variable above in the chart. I've tried adding it to the expression (set analysis) but not giving me a YTD figure, just a monthly one.

Thanks

Adrian

[#2]

Hi Adrian,

what should be YTD for previous year?

If you have for example Year as Dimension and 2 years selected (2013,2014)

I undersand, that there is some point of time (max possible date), having day_x,month_x, and you would like to

have in your chart 2 values:

for year 2013: sum( value) from rows with date in range: from 2013-01-01  to 2013-month_x,day_x

and

for year 2014: sum( value) from rows with date in range: from 2014-01-01  to 2014-month_x,day_x

?

regards

Darek

[#3]

Hi Darek,

I'm using the formula sum({$<$(vSetYTD)>} Sales) with dimensions Year and Month.

When I select 2014 the chart will just show the first 4 months but it's not summing each month to give a YTD figure for that month.Do I need to use the Accumulation option in the expressions tab?

Adrian

[#4]

If you have year and month as dimension, in each cell you have only values with dates of year and month as dimension values.

Accumulation in straight table may help. For each month you will see value for this mont summed with previous months (of course if you sort data by period number).