QTD sales

[#1]

Hi All,

I worked on calculating YTD MTD sales bith are works fine.But while calculating QTD on the same way not working properly.

Below are for your reference.

YTD >>>

Sum({<doj={'>=$(=YearStart(Today()))<=$(=Today())'}>}pkg)

MTD>>>

Sum({<doj={'>=$(=MonthStart(Today()))<=$(=Today())'}>}pkg)

QTD

Sum({<month={'>=$(=QuarterStart(Today())<=$(=Today())'}>}pkg)

Please suggest on this.

[sunny_talwar]

Why did you change QTD to check on month? try with doj and should work:

Sum({<doj={'>=$(=QuarterStart(Today())<=$(=Today())'}>}pkg)

[#3]

Yes sunny also I tried with doj but didn't work.

Please help!

[jagan · Accepted solution]

Hi,

Try like this

YTD >>>

Sum({<month=, year=, quarter=, doj={'>=$(=YearStart(Today()))<=$(=Today())'}>}pkg)

MTD>>>

Sum({<month=, year=, quarter=, doj={'>=$(=MonthStart(Today()))<=$(=Today())'}>}pkg)

QTD

Sum({<month=, year=, quarter=, doj={'>=$(=QuarterStart(Today())<=$(=Today())'}>}pkg)

month=, year=, quarter= ignores the selections in this fields, so you always get the YTD, MTD and QTD values.

Check this links hope it helps you.

Set Analysis for certain Point in Time

Set Analysis for Rolling Periods

Regards,

Jagan.

[#5]

Hi Jagan,

Thanks for your attachments very helpful.

Still am working on the same but no accurate result.

Please have a look at above attachments.

I don't know exactly where am wrong.

Kindly suggest on this.

[#6]

Now I got it.

Thank you !!!!!

[sunny_talwar]

Close the thread if it is all working now

Best,

Sunny