4 Replies Latest reply: Jul 19, 2017 8:20 AM by Sunny Talwar RSS

    Expression assitance - (Sum sales if financial year - 1)

    Sara Titmuss

      Good afternoon,

       

      I have a bit of a query where I am struggling to get the correct information.  We are trying to calculate the previous year to date sales, below the table shows what the value should be for each year:

       

       

      What I want to try and do is have the value for this year, but also what the sales were previously in a separate column.  With the formula I'm working ( =Sum({<FINYEAR = {'$(=max(FINYEAR)-1)'}, TYPE = {'EBUS'}, FINMONTH = {'<=$(vMonthName)'}>}SALES) ) with I'm getting this:

       

       

      I've tried breaking down the formula, a SUM(IF( statement isn't working.....can anyone suggest something else? (FYI the PYTD formula is =Sum({<FINYEAR = {'$(=max(FINYEAR)-1)'}>}SALES) )

       

       

      TIA