1 of 1 people found this helpful
I actually came up with something that seems to work, but I still have to add a piece that will account for the 53 week year.
I am filtering on Merch Year first.
Then, for MTD, filtering on the Month based on yesterday's date.
Then, filtering on Merch Date in Year for dates between yesterday and a year ago yesterday. The previous filters ensure that the data lands in the correct month.
YTD just skips the MTD filter.
I'm sure there is a more elegant way to do this, and would love to hear any suggestions.
Thanks so much!
Update. It seemed to work in my original file, but in this one, not so much. Help!
Were you able to resolve this? I am in a similar situation in retail and would appreciate if you can share your findings and work..
Thanks and regards, Charu