Year To Date, Quarter to Date based on selection of Period?
How can I create chart that will give me the totals of Year to date, Quarter to date, and Period totals for the currently selected period.
If I select year 2010, then select the 10th period. How can I return a value that will sum up Year to date and Quarter to date. I can easily get the results for the selected period to return. I can get the results of the the Quarter to date by selecting Periods 9, 10. I can get the year to date totals by selecting periods 1 through 10. But how can I get results for each parameter by selecting just period 10 and return no data for period 11 or twelve for year to date and quarter to date?
So I want to do a comparison of my YTD and QTD numbers as of Period 10 for the selected year.
You'll need to use Set Analysis to do this report so look up Set Analysis and YTD in the forum and you'll find alot of examples of what you're looking for. Here is just one post I found when searching:
Is it possible to do to create it as a dimension. The charts Im trying to do this far have 20 calculations, and they'd like to see each with a QTD and YTD.
You mean a new dimension with values like 'This Period', 'Quarter to Date' and 'Year to Date'?
You can generate an AsOf table (not an inline load, script to generate based on the pattern).
AsOfPeriod, AccumulationType, Period 2010-5, This Period, 2010-5 2010-5, Quarter to Date, 2010-5 2010-5, Quarter to Date, 2010-4 2010-5, Year to Date, 2010-5 2010-5, Year to Date, 2010-4 2010-5, Year to Date, 2010-3 2010-5, Year to Date, 2010-2 2010-5, Year to Date, 2010-1 etc. for all other periods
Then use AsOfPeriod and AccumulationType as dimensions. A simple expression like sum(Amount) will then sum up the right data based on the AccumulationType.
