4 Replies Latest reply: Jul 6, 2016 8:32 AM by Jhonatan Ocampo

# MTD SalesGoals

Hi Everyone, I would like to ask what formula should I used if you have the sales goals for the entire month to show me the sales goals MTD,

This is the one I am using right now but gave me the total sales goals for the month

sum(if (InMonth ([InvoiceDate], SetDateYear (Today(), max (total Year ([InvoiceDate]))), 0), [SalesGoals]))

• ###### Re: MTD SalesGoals

Try:

sum({\$<[InvoiceDate]={">=\$(=Num(MonthStart(Max([InvoiceDate]))))<=\$(=Max([InvoiceDate]))"}>}[SalesGoals])

• ###### Re: MTD SalesGoals

HI Jonathan,

Try the following in your master calendar

If(Day(your date field) <= Day(Today()),1,0) as MTD

Sum({\$<MTD={1}>} [SalesGoals])

Thanks,

Uday

• ###### Re: MTD SalesGoals

You might need to create the master calendar, then add MTD flag

If(InMonthToDate(SalesDate,Today(),0,7) * -1=1,1,0) As MTDFlag

You might need to check the InMonthToDate function to understand how it works. In my example, Financial year start Jul so i put 7 there.

Then in your expression, you can just use like Uday mentioned Sum({\$<MTDFlag={1}>} [SalesGoals])

• ###### Re: MTD SalesGoals

Thank you, Nhu Ngo

It works!!

I appreciate