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1. Re: Need columns for MTD, P3 months, and YTD
Zhouyi ZhangJan 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
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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 ZhangJan 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
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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 ZhangJan 23, 2019 5:25 PM (in response to Mike Regan)
Hi, Mike
Can you attached your workbook which shows blank?
ZZ