5 Replies Latest reply on Apr 16, 2018 4:25 PM by Shinichiro Murakami

Sum YTD dollars based on parameter controlled date

Hi!

I am trying to understand and create a parameter controlled visualization.  Company fiscal year starts July 1st and runs through June 30th.  I want to be able to enter a date (ex: 4/16/2018) into the parameter and have the view only return dollars up to that day/month for the various fiscal years.  I guess you could think of it as a fiscal year to date comparison.  So, using my example parameter date from earlier,

• FY 2015: Returns data from 7/1/2014 - 4/16/2015
• FY 2016: Returns data from 7/1/2015 - 4/16/2016
• FY 2017: Returns dollars from 7/1/2016 - 4/16/2017
• FY 2018:  Returns dollars from 7/1/2017 - 4/16/2018

In the attached file, I've created a worksheet called "simple bar in bar with parameter."  This is the visualization where I would like a parameter.

Any ideas on how to do this?  I'm pretty new and assume that this will require calculated fields, but am having a hard time conceptualizing how to approach this problem.

Thank you!

• 1. Re: Sum YTD dollars based on parameter controlled date

HI Mike,

In this case, how to handle leap year of February 29th is different discussion, anyways.

Here is one approach.

Thanks,

Shin

• 2. Re: Sum YTD dollars based on parameter controlled date

Hi Mike

I do not have access to the version of dashboard you are using, but it seems the question posted is pretty clear

Follow the below steps and see if it could answer your question

I am using the super store data as the sample.

Create a parameter to input your end date (4/6/2018 as per your example)

Create a Fiscal start date field

Creating a normalized date field so that it is easier for comparison where Order Date is your actual date field

Create the following boolean function that will filter for dates between your fiscal start and the end date input which is dynamic since it is a parameter

Hope this helps

Jeevan

• 3. Re: Sum YTD dollars based on parameter controlled date

Thanks for your input, Shin!

• 4. Re: Sum YTD dollars based on parameter controlled date

Thanks, Jeevan.  I'll definitely implement and see how this works.

• 5. Re: Sum YTD dollars based on parameter controlled date

HI Mike,

Could you mark real correct post as "Correct".

Other community people are referring this post as answered, but this is confusing.

Regards,

Shin