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Difference between Full year view and Year to Date View

Hi All,

      Can some one tell me the difference between FullYear View(FYV) and YeartoDate View(YTD). I need to create a button in which I have to show the respective data (FYV or YTD) based on User selection

Thanks,

Lavanya

1 Solution

Accepted Solutions
Not applicable
Author

Hi Mohan,

  Thanks for taking some time to prepare the sample dashboard..

Regards,

Lavanya

View solution in original post

11 Replies
jagan
Luminary Alumni
Luminary Alumni

Hi,

FullYear View displays the data for all the months Jan-Dec, mostly this is used for past years.

YearToDate means Year starting (Jan 1 of current Year) to Current date.

Suppose if the year selected is 2012 then you have to use YTD, otherwise use FullYear view.

Regards,

Jagan.

Not applicable
Author

Hi

So If I need to show the same in a button where the button toggles from YTD and FYV..

For FYV : I will select all the months (Jan - Dec)

For YTD : How do I make the selections.. Can u help me with some example??

Thanks in advance..

jagan
Luminary Alumni
Luminary Alumni

Hi,

Please explain in detail what you require with example.

Regards,

jagan.

Not applicable
Author

Hi,

  I have a button in my application which helps the user to toggle from Full Year view to Year to Data view.. As you said I will make all the months selected in the Month in triggers for Full year view.If I have to implement the same in triggers for YTD view how do I select the data for the latest availablle month.I mean how do I implement the same in Triggers for YTD..

jagan
Luminary Alumni
Luminary Alumni

Hi,

There is no need to write any Triggers to select the months, you can simply manage it with expression

FullYear = Sum({<Year={'$(=Max(Year))'}, Month=, Quarter=, Week=>} Sales)

     Calculates sales for the whole year, we are excluding the Month, Quarter and Week selections.

YTD = Sum({<Month=, Quarter=, Week=, Date={'>=$(=YearStart(Max(DateField))) <=$(=Today())'}, >} Sales)

     Calculates sales for the Jan 1, to current date.

Regards,

Jagan.

Not applicable
Author

Hi,

  Hope I have not clearly explained you my requirement.I have  year,month list box on the top of the sheet.When the user clicks the  button (which has both YTD and FYV i.e the values are toggled based on the condition (if (vcondition = 0,'YTD',Full Year') & 'View'. let's suppose if the user has seleted 2012 so data will be present on till Feb so the month field show get the Jan & Feb values for YTD view and Jan to Dec for Full Year view..

Hope i have explained you clearly..

Thanks

vijay_iitkgp
Partner - Specialist
Partner - Specialist

H Lvanya,

For current Year Full year and Ytd will be same because you have data it date only. Now coming to your question if you select year 2011 and month May then your YTD will so data from 2011 Jan to May however Full year will show data for complete 2011. You can easily achiev this by set analysis.

Hope I am able to explain you.

regards

Vijay

jagan
Luminary Alumni
Luminary Alumni

Hi,

Can you attach the sample file.

Regards,

jagan.

Not applicable
Author

Hi,

   Sory I could not attach the file bcz of its size.. I just a want a button in which if the user click 2012( all the possible months for the year should be selected i.e for 2012 - Jan,Feb,March till date).. This is my requirement..

Thanks