However I am now building my dashboard with Fiscal Years and Periods and therefore I want to change my expression from Period Index to FY and Periods. There is a slight problem also that my FY and Periods fields do not stretch back as far as PeriodIndex and am wondering is that perhaps a problem when building my expression.
Can anyone offer any advice for how to script my expression correctly to sum everything up to my minimum year selected and minimum period selected going back as far as my PeriodIndex.
Any help would be greatly appreciate and would help prevent me from losing my mind!!!!
Thanks for your reply, really appreciate the help.
i have already loaded in FY and Periods in my master calendar. So they exist as fields in my dashboard but when I try to change my expression away from PeriodIndex to an FY and Period based one I cannot get it to work.
but obviously this wont work as an expression without an error. Also as my PeriodIndex goes further back than my calendar figures for FY and Period I am wondering will it be an issue performing the summing everything less than function.
Do you really need a Period field as well as a PeriodIndex field? Aren't both numerical indexes for calendar months? Unless your financial years start from 6th April or another date that is not a MonthStart any numerical index for a month will serve our purpose.
Of course it could be that I've missed something. It wouldn't be the first time.