1 Reply Latest reply on Jul 13, 2017 11:15 AM by Tom W

    Comparitive Year to Date Filter Calculation

    Chrystal Kingstad

      I am looking to create a Year to date filter based upon the prior year in relation to the current year. Wordy and confusing so an example of what I am attempting to do is:

      2017 2016 YTD 2016 2015 2014 FY17 over FY16 FY17 over FY16

      The 2016 YTD is in relation to the current date in 2017. So say there were 36 sales in 2016 in July it would show this data as to compare status in comparison to the last year.

      This data will be refreshed every month which is why I am trying to avoid using a calculated field.


      I haven't been able to find a answer that functions for this scenario.