5 Replies Latest reply on Jan 23, 2019 5:25 PM by Zhouyi Zhang

Need columns for MTD, P3 months, and YTD

Mike Regan Jan 9, 2019 4:35 AM

Trying to create columns in the same sheet that will show me on time data for MTD, P3 months, and YTD. I can filter to one of these, but having a hard time figuring out how to get all three of these measures shown at once. I'm using version 2018.5.2 and would like the layout to be as follows. Sample workbook attached.

Location #	City	State	Origin	YTD on time %	P3 months on time %	MTD on time %

Joe Oppelt

sample on time data.twbx 1.7 MB

1. Re: Need columns for MTD, P3 months, and YTD

Zhouyi Zhang Jan 9, 2019 4:48 AM (in response to Mike Regan)
Hi, Mike

Not sure how would like to determine your current month, is it using Today() or a parameter?

anyway, no matter which way you prefer, but the idea is to create calculation field for MTD, YTD and previous 3 month individually, and add them all into the measure as shown below (I add to measures, but you can add as many as you need)

Workbook also attached for your reference.

Hope this helps
ZZ

sample on time data_v10.2.twbx 1.7 MB
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2. Re: Need columns for MTD, P3 months, and YTD

Mike Regan Jan 9, 2019 6:28 AM (in response to Zhouyi Zhang)

Very helpful, ZZ. Appreciate the quick reply.

So, how would I go about creating a calc field for current MTD results? Then for YTD, it would actually be for FYTD and FY begins on July 1st.

Thanks,
Mike
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3. Re: Need columns for MTD, P3 months, and YTD

Zhouyi Zhang Jan 10, 2019 2:56 AM (in response to Mike Regan)
Hi, Mike

The main question is how did you determine which date is today, use Today() or a parameter? I gave an example of using parameter as today as shown below to calculate MTD, YTD and previous 3 months.
workbook also attached for your reference.

Hope this helps
ZZ

sample on time data_v10.2.twbx 1.7 MB
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4. Re: Need columns for MTD, P3 months, and YTD

Mike Regan Jan 23, 2019 8:11 AM (in response to Zhouyi Zhang)

ZZ,

Still having an issue with this. I'm trying to use today (), not a parameter, but when I use today() results are blank??

If using a parameter then the date would always need to be changed to today's date, correct?
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5. Re: Need columns for MTD, P3 months, and YTD

Zhouyi Zhang Jan 23, 2019 5:25 PM (in response to Mike Regan)

Hi, Mike

Can you attached your workbook which shows blank?

ZZ
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