7 Replies Latest reply on Apr 12, 2018 3:53 AM by Ritesh Bisht

    YTD clarification

    sada.ambati

      Hi All,

       

      I am using YTD calculation if ytd means showing information starting of calendar to current date (i.e,1st Jan 2018 to 10th April 2018) is it right or it was showing Jan 1st to yesterday  information only.

       

       

      I am checking my dashboard it was showing jan 1st to yesterday information only but in my dashboard i have today data also can you clarify any one

        • 1. Re: YTD clarification
          sudheer.kumar.5

          Hello Sada,

           

          Can you give more information like you created the Calculated field or anything else?

           

          YTD means Jan 01, 2018 until today (current day), again it depends on the calculation.

           

          Regards,

          Sudheer

          • 2. Re: YTD clarification
            Ritesh Bisht

            A guess ------>Your calculation should be <= not <

             

            IF [Order Date] <= TODAY()

            AND DATEDIFF('year',[Order Date],Today())= 0 THEN [Sales] END

             

            Now if you see yesterday's data that means

            1) Your calculation should be <= not <

            2) OR  you need to refresh data.

            3) OR You don't have data for today.

             

            Hope 1,2 or 3 will make your day

             

             

            Thanks,

            Ritesh

            • 3. Re: YTD clarification
              Jim Dehner

              Hi

               

              It could be the date on the record in your dataset - today() is current not yesterday -

              I don't know how you calculated your YTD formula - I like to use datatrunc as in

                             if datetrunc('year',[date]) = datetrunc('year', today()) then .......

               

               

              date trunc returns the 1st day of the period selected so in this case it comparing 1/1/year of the record with 1/1/18 and will pickup all records for the current year

               

               

              Jim

               

              If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution.  Thank you.

              • 4. Re: YTD clarification
                sada.ambati

                Hi

                 

                I am using same calculation but its not returning the current date information

                on which formula will give the current date information

                 

                 

                Thanks 

                • 5. Re: YTD clarification
                  Ritesh Bisht

                  Please share you twbx file so that I can help.

                   

                  I can't say much without having hands-on 

                   

                  Thanks,

                  Ritesh

                  • 6. Re: YTD clarification
                    sada.ambati

                    Hi

                     

                    I am using same calculation but its not returning the current date information

                    on which formula will give the current date information

                     

                     

                    Thanks

                    • 7. Re: YTD clarification
                      Ritesh Bisht

                      Screen Shot 2018-04-12 at 4.21.24 PM.png

                       

                       

                       

                      Screen Shot 2018-04-12 at 4.21.39 PM.png

                       

                       

                      I have made a simple data-source and you can see IT IS WORKING WELL !

                       

                      If DS will have today's data it will come.

                       

                      tHANKS,

                      Ritesh