2 Replies Latest reply on Dec 26, 2013 10:02 AM by Renelle Risley

    Calendar YTD - Current year Vs Previous

    Linda Farnham

      I am using the following YTD change filter to bring in YTD figures for calendar year 2012 and 2013.

       

      YEAR([Order Date (Calendar)]) >= YEAR(TODAY())-1 AND (MONTH([Order Date (Calendar)]) < MONTH(TODAY()) OR (MONTH([Order Date (Calendar)]) == MONTH(TODAY()) AND DAY([Order Date (Calendar)]) <= DAY(TODAY())))

       

      Our fiscal year is October to September. How do I modify this so it will calculate based on our fiscal year?

       

      Also, is this the best way to calculate YTD figures that will update daily for current year vs. prior year at the same date?

       

      Should I be using quick table calculations? I have been trying that but not having much luck.