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ferha_jafri
Partner - Creator III
Partner - Creator III

YTD for fiscal previous year

Hello Everyone,

I have issue with YTD fiscal year which starts from jul to june the issue is that when i writing YTD expression the dates are showing fine but when i am checking for it for previous year the values are not mathich.

1 Solution

Accepted Solutions
vikasmahajan

Hii Ferha,

try following expression

SUM({$<FiscalYear={$(=max(FiscalYear)-1)},YEAR_MONTH=p(YEAR_MONTH_PREVIOUS),[Posting Date]={'<=$(vLMaxDate)'},FinancialYear=,MonthName= >}  [Sales Amount])

1.  YEAR_MONTH_PREVIOUS  is filed to create in calender master is as follows

     num((Year(TempDate)-1)&num(Month(TempDate),'00')) AS YEAR_MONTH_PREVIOUS, // Link between tables for                            previous month / year selection

2. vLmaxdate  is variable

=date(addyears(max([Posting Date]), -1), 'DD/MM/YYYY')

Hope this helps you for previous year ytd  vs curr year ytd  ( Like wise comparison)

Vikas

Hope this resolve your issue.
If the issue is solved please mark the answer with Accept as Solution & like it.
If you want to go quickly, go alone. If you want to go far, go together.

View solution in original post

3 Replies
sujeetsingh
Master III
Master III

Can you post a sample !!

vikasmahajan

Hii Ferha,

try following expression

SUM({$<FiscalYear={$(=max(FiscalYear)-1)},YEAR_MONTH=p(YEAR_MONTH_PREVIOUS),[Posting Date]={'<=$(vLMaxDate)'},FinancialYear=,MonthName= >}  [Sales Amount])

1.  YEAR_MONTH_PREVIOUS  is filed to create in calender master is as follows

     num((Year(TempDate)-1)&num(Month(TempDate),'00')) AS YEAR_MONTH_PREVIOUS, // Link between tables for                            previous month / year selection

2. vLmaxdate  is variable

=date(addyears(max([Posting Date]), -1), 'DD/MM/YYYY')

Hope this helps you for previous year ytd  vs curr year ytd  ( Like wise comparison)

Vikas

Hope this resolve your issue.
If the issue is solved please mark the answer with Accept as Solution & like it.
If you want to go quickly, go alone. If you want to go far, go together.
ferha_jafri
Partner - Creator III
Partner - Creator III
Author

thanks for everyone's reply.