4 Replies Latest reply on Feb 7, 2019 10:56 AM by xabrina Estevez

# Using LOD Calcs to Compare Latest Year to Prior Year

Hello,

I used the following video Using LOD Calcs to Compare Latest Year to Prior Year - YouTube  to create a chart that calculates the change between latest year to prior year.

However, my fiscal year starts in November so when I want ti compare our Nov 2018 ( current Fiscal year) to Nov 2017 (Prior Fiscal year) is not doing anything because it taking nov 2018 vs 2019.

Is there a better way to fiscal YTD vs past fiscal YTD ??

• ###### 1. Re: Using LOD Calcs to Compare Latest Year to Prior Year

Hi, Xabrina

Yes, there is.

Please provide a sample workbook. basically you need a calculation to makeup your fiscal year.

ZZ

• ###### 2. Re: Using LOD Calcs to Compare Latest Year to Prior Year

Hi Xabrina,

Find my approach as reference below and stored in attached workbook version 10.5 located in the original thread.

1. Define FY: Order date > Right Click > Text menu > Default Properties > Fiscal Year Start > November

2. D1. Order Date (Month/Year)

3. P1. Order Date (Month/Year) Parameter

4. D3. FY based on selected month: if [D1. Order Date (Month / Year)]=[P1. Order Date (Month / Year) Parameter] then mid(str([Order Date (Years)]),1,4) end

5. D4. MIN FY Month: mid(str([Order Date (Years)]),1,4)+mid(str([Order Date (Years)]),6,2)

6. D5. FY: mid(str([Order Date (Years)]),1,4)

7. D6. Fixed min FY: {fixed [D4. MIN FY Month]:min([D3. FY based on selected month])}

8. D7. PY: {fixed:min(int([D6. Fixed min FY ])-1)}

9. M1. YTD FY: if [D6. Fixed min FY ]=[D5. FY ] and str([D1. Order Date (Month / Year)])<=str([P1. Order Date (Month / Year) Parameter]) then [Sales] END

10. M2. PYTD FY: if str([D7. PY])=[D5. FY ] and [D1. Order Date (Month / Year)]<=([P1. Order Date (Month / Year) Parameter]-100) then [Sales] END

11. Drag the required objects to the indicated locations and show parameter control

Hope it helps

Regards,

Norbert

• ###### 3. Re: Using LOD Calcs to Compare Latest Year to Prior Year

Hi Xabrina,

Try this one. It works for sure.

Regards,

Prabhakar.

• ###### 4. Re: Using LOD Calcs to Compare Latest Year to Prior Year

Thank you! It worked