4 Replies Latest reply on Sep 13, 2018 12:53 PM by Silvio Martinez

    YOY Growth $ & % for a Fiscal Year starting in Apr

    Silvio Martinez

      Hi All.

      I am having some issues with doing a YOY Growth $ & % for a fiscal year.  Our fiscal year starts in Apr and it's causing me a lot of trouble.  I have created modified [Inv Date] to start in Apr and created [Revised Year] to properly group the months within the years.

       

      • Current Year Sales

      IF

      YEAR([Date Selector]) = YEAR([Inv Date])

      and

      [Inv Date]<= [Date Selector]

      then

      [Sales (USD)]

      END

       

      • Prior Year Sales

      IF

      YEAR([Inv Date]) = year(DATEADD('year', -1, [Date Selector]))

      and

      DATETRUNC('day', [Inv Date]) <= DATETRUNC('day', DATEADD('year', -1, [Date Selector]))

      then

      [Sales (USD)]

      END

       

      • Date Selector

       

       

       

       

      The result is this:

       

      Pic 1.jpg

       

       

       

       

       

       

      Ideally, I would like to have just a quick parameter to toggle between selected Months, Quarter, and YTD, resulting in YOY comparisons and later bring regions and products.

       

      Below is what I am trying to achieve.

       

       

       

      Pic 2.jpg

       

      Any help on this would be greatly appreciated.

       

      Thanks in advance.

       

      Silvio