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honeyasha
Contributor III
Contributor III

how to calculate current year and previous year sales using set analysis

How to calculate current year and previous year sales using set analysis .

Master  calendar is

QuartersMap: 

MAPPING LOAD  

rowno() as Month, 

'Q' & Ceil (rowno()/3) as Quarter 

AUTOGENERATE (12); 

 

Temp: 

Load 

               min(ShipDate_1) as minDate, 

               max(ShipDate_1) as maxDate 

Resident SalesData; 

 

Let varMinDate = Num(Peek('minDate', 0, 'Temp')); 

Let varMaxDate = Num(Peek('maxDate', 0, 'Temp'));

let vPriorMonthYear = '=Year(addmonths(max(GasDay),-1))';


 

DROP Table Temp; 

 

TempCalendar: 

LOAD 

               $(varMinDate) + Iterno()-1 As Num, 

               Date($(varMinDate) + IterNo() - 1) as TempDate 

               AutoGenerate 1 While $(varMinDate) + IterNo() -1 <= $(varMaxDate); 

 

MasterCalendar: 

Load 

               TempDate AS ShipDate_1, 

               week(TempDate) As Week, 

               Year(TempDate) As Year, 

               Month(TempDate) As Month, 

               Day(TempDate) As Day, 

               YeartoDate(TempDate)*-1 as CurYTDFlag, 

               YeartoDate(TempDate,-1)*-1 as LastYTDFlag, 

               inyear(TempDate, Monthstart($(varMaxDate)),-1) as RC12, 

               date(monthstart(TempDate), 'MM/DD/YYYY') as MonthYear, 

               ApplyMap('QuartersMap', month(TempDate), Null()) as Quarter, 

               //Let vPriorMonth='=Month(addmonths(Max(ShipDate_1),-1))'

               Week(weekstart(TempDate)) & '-' & WeekYear(TempDate) as WeekYear, 

               WeekDay(TempDate) as WeekDay 

Resident TempCalendar 

Order By TempDate ASC; 

Drop Table TempCalendar;

4 Replies
Chanty4u
MVP
MVP

try this

Current Year

=SUM({$<Date = {'>=$(=YearStart(Today()))<=$(=MonthEnd(Today()))'}>}Sales)

Previous Year

=SUM({$<Date = {'>=$(=YearStart(AddYears(Today(),-1)))<=$(=MonthEnd(AddYears(Today(),-1)))'}>}Sales)

sujan24s
Contributor III
Contributor III

Hi,

Current Year

Sum({$<Date={">=$(=Year Start(Max(Today())))<=$(=Max(Today()))"}>}Sales)


Previous Year


Sum({$<Date={">=$(=Year Start(Add Years(Max(Today(),-1))))<=$(=Add Years(Max(Today())))"}>}Sales)

Anil_Babu_Samineni

I can think this?

Current_Year

Sum({<Year = {$(=Max(Year))}>} Sales)


Last_Year

Sum({<Year = {$(=Max(Year-1))}>} Sales)

Best Anil, When applicable please mark the correct/appropriate replies as "solution" (you can mark up to 3 "solutions". Please LIKE threads if the provided solution is helpful
yenumulagopi
Contributor III
Contributor III

Hi Rohini,

Try this.

In MasterCalendar: add this "Num(Month(TempDate)) As MonthNum" (in script level)


Expression is:

Current Year YTD:

Sum({<Year={$(=max(Year))},MonthNum={'<=$(=max({<Year=$(=max(Year))}>}MonthNum))'}>}Sales)

Previous Year YTD:

Sum({<Year={$(=max(Year)-1)},MonthNum={'<=$(=max({<Year=$(=max(Year))}>}MonthNum))'}>}Sales)



Thanks,

Gopi