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Anonymous
Not applicable

YTD exclude current month.

Hi, How to exclude current month which is running now ,not to show in ytd even they select current month ?

For now, I have taken max(year) and <=max(month) to show YTD in expression.

8 Replies
aveeeeeee7en
Specialist III
Specialist III

max(yearfieldname) and Monthfieldname<>Month(today())

Anonymous
Not applicable
Author

this will not include for months of previous year also,

for example if I select 2013, August; it will only show till July 2013... I think I have to take Yearmonth as reference...

joshabbott
Creator III
Creator III

YTD shouldn't include month's from a previous year. 

Anonymous
Not applicable
Author

ytd will not include months from previous year but when i select prevous year and a month, it will show ytd for that year and till that month selected.

joshabbott
Creator III
Creator III

Ahh, I gotcha.

[Your Month Field] < Month(Today())

Anonymous
Not applicable
Author

This is not actually I am looking for.Above expression for 2014 It will give correct display but when I select 2013 or 2012 will also exclude month(today()). I want for previous years to have YTD till august end by selection of august and for current year should have till July.

I know it should have reference of month-year concatenated field... I am not able to put it in expression.

joshabbott
Creator III
Creator III

Will they only be selecting one year?

If so:

if(year(today()=only([selected year field]), [Your Month Field]< Month(Today()), [Your Month Field] <= Month(Today()))

Anonymous
Not applicable
Author

but now, I am using set analysis, how can I make it ?

Capture.PNG

How Can I make it to If condition?