YTD accumulation

[#1]

Hi All,

I am calculating YTD accumulation for current year ,previous year  and showing forecast and target value for current financial year

CY calculation

=rangesum(above(SUM({<Particulars = {'Sales'},DataFlag= {1},[Strategic Code]={'C4'},ID_Mon = {$(=vIDMon)},[Time Span]={'Actual'},FiscalYear={"$(=max(FiscalYear))"},Description = {'Units sold KAM (Units)','Units sold KAM'},CalMonth=>}Data),0,vIDCount)).

But issue is while using rangesum function it is showing preceding month data in coming next month.

It should  not show data in June month

Kindly let me know how it can resolve.

Thanks in advance

Regards

Sumita Chawla

[Kushal_Chawda]

what is vIDCount  ?

[effinty2112]

Hello,

               I think the easiest way to achieve what you want is to add a YTD field in your load script.

Something like:

if(DayNumberOfYear(Date)<=DayNumberOfYear($(vToday)),1,0) as YTD

Now you can add a list box for YTD and if you select "1" any charts will give the YTD accumulations, or instead you can add this set modifier to expressions to make them show YTD values: {$<YTD = {1}>}

Cheers

Andrew

[#4]

Hi

In vIDcount I am calculating count of months for eg. in this case value of vIDcount is 2(Apr,May)

[#5]

Hello,

In Load script how would I calculate accumulation.

Please elaborate or provide example.

[sasikanth]

hi,

Try this

Load *,

RangeSum(Sales,Peek('NewSales')) as NewSales

.

.

From Table;

[Kushal_Chawda]

I think you need to restrict your forecast expression to previous 2 months, as Forecast expression is calculated for all the months, CY accum also performed for Jun month

[#8]

No I cant restrict forecast because I need to show forecast for current and next two months.

[Anonymous · Accepted solution]

Hi,

Please find the attachment, hope this solves your problem.

[#10]

Thanks Payal its working