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New Contributor II

Set Analysis For Period Comparisons

How to write a set analysis for showing data for Jan-Sep for the current year 2015 and Jan-Dec for all the previous years as I have data upto Sep'15 only for this year.

Thnks in advance

1 Reply
Contributor II

Re: Set Analysis For Period Comparisons

Add a calendar script to your data.  Then using this add a YTD/ROY flag, selecting YTD will show you 2014 Jan - Sep, and 2015 Jan-Sep.  Including ROY will then show 2014 Jan-Dec and 2015 Jan-Sep.

Adding a script like this using the transaction date automatically updates each month so the above is always available.

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