5 Replies Latest reply on Oct 11, 2016 1:24 PM by Lisa Li

# How can I get the sales happend in last year in the same current month

Hi all,

Hi All,

My idea is to compare the sales happened in last year over the same month and sales happened this year till the current month(ie october now).

So I have to get sales happened  last year till october(i have to get the formula for getting sales till october last year).But in the formula I should be able to get the current month (now its october,but next month it should be november so on).So that I can see how much progress we have made or are we doing better comapred to last year same month.Can you please help me on that?

• ###### 1. Re: How can I get the sales happend in last year in the same current month

Isa,

You can create calculated field.

[Year]

year([Order Date])

Put [Year] and [Order Date](with Month).

Then set table calculations.

.

Or

Thanks,

Shin

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• ###### 2. Re: How can I get the sales happend in last year in the same current month

Hi Shin,

Thats cool.But I wanted To have the sales of  last year(till october last year or whatever the current month) in calculated field. since I want to compare that value as performance indicator.So I can tell last year for this month sales was \$XXXXXx.So if a product sale by salesperson was \$XXXXX and this year month its very less than that amount,then I can show red alert.If possible an you please make it as calculation and send.I just need Sales of last year till the month same as current month.Without table calculations ,i would like to know how we achieve that.

• ###### 3. Re: How can I get the sales happend in last year in the same current month

Hey Isa,

This is a solution for year to date, but it is similar to what you are asking for and be modified to display sales month to date. Otherwise, you can create two calculated fields to show previous year's data and current year's data to the day.

One, called [DayofYear Order Date] will show datepart('dayofyear',[Order Date])

The other, called [DayofYear Today] will show datepart('dayofyear',today())

Then create a set where [DayofYear Order Date]<=[DayofYear Today] and add it to filters card (default will show values that are in the set). Also create a calculated field with year([Order Date]) called "Order Date Year" here and filter it to only show the top 2 years.

(This data set is a bit wonky because it doesn't have this year's data so it's showing both 2014 and 2015 sales up to October).

Hope this helps!

-Lisa

CoEnterprise | Blog

1 of 1 people found this helpful
• ###### 4. Re: How can I get the sales happend in last year in the same current month

Thank you Lisa.

• ###### 5. Re: How can I get the sales happend in last year in the same current month

No worries!

-Lisa