3 Replies Latest reply on Mar 2, 2017 9:16 PM by gopi duppati

# Need to calculate the previous values based on Month and year

Hi Guru's,

I have an interesting question, as I have a requirement stating that they need the MTD calculation based on the current year and current month, as they want year and Month as 2 separate filters and single select for both.

ex:  I have the below data, so when we select  year as 2016 and month as 11 then we need to sum the prior months in 2016 as Months to date value(8+9+10+11)

if I select year as 2017 and month as 3 then I need to add 1+2+3, so it is year specific, I had attached the sample data excel.

 2016 8 90 2016 9 1 2016 10 2 2016 11 3 2016 12 54 2017 1 44 2017 2 48 2017 3 77 2017 4 88

Appreciate the help. Thanks in advance

• ###### 1. Re: Need to calculate the previous values based on Month and year

I would do the year as a quick filter, and then the month as a parameter. Then create a calculation that looks like this:

[Month] <= [Month Parameter]

and put it on the filter shelf and set it to "True".

1 of 1 people found this helpful
• ###### 2. Re: Need to calculate the previous values based on Month and year

Hi Rakesh,

This is impossible to do because if we are applying filter on both year and month tho whole sheet gone through the filter.that means we can get get only that particular month data i.e underlying data only.But we can do it by using parameters and it is called as YTD not MTD .

Regards,

Gopi

• ###### 3. Re: Need to calculate the previous values based on Month and year

Hi Christina,

It's working but i have one doubt we can do it by putting both year & Month fields in filter to calculate MTD. I think it's impossible but is there anyway to do it.If you have a way to do it just mail it to me gwtham321@gmail.com

Regards,

Gopi