1 Reply Latest reply on Feb 13, 2019 9:43 AM by Radh Gowda

    Year to Date Caluclations

    Radh Gowda

      Please help creating view for the below scenario:

      My requirement is to find number of Project planned to complete between 1st December 2018 to 30th November 2019 for Year 2019 and number of Project planned to complete between 1st December 2017 to 30th November 2018 for Year 2018 and Year needs to shown as a filter.

       

      Please find the data as below:

      As per below data, if show choose Year= 2019 then it should show 9 and if i choose Year=2018 it should show 12.

          

      Start DatePlanned Completion DateActual Completion DateProject Name
      01/01/201930/04/201930/04/2019A1
      15/12/201830/03/201930/03/2019A2
      04/02/201930/06/201930/06/2019A3
      10/01/201925/05/201925/05/2019A4
      19/01/201922/02/201912/02/2019A5
      04/02/201920/04/201920/04/2019A6
      10/01/201910/05/201910/05/2019A7
      19/02/201930/04/201930/04/2019A8
      10/02/201930/07/201930/07/2019A9
      01/01/201830/04/201830/04/2018A10
      15/12/201730/03/201830/03/2018A11
      04/02/201830/06/201830/06/2018A12
      10/01/201825/05/201825/05/2018A13
      19/01/201822/02/201812/02/2018A14
      04/02/201820/04/201820/04/2018A15
      10/01/201810/05/201810/05/2018A16
      19/02/201830/04/201830/04/2018A17
      10/02/201830/07/201830/07/2018A18
      01/01/201830/04/201830/04/2018A19
      15/12/201730/03/201830/03/2018A20
      04/02/201830/06/201830/06/2018

      A21

       

        • 1. Re: Year to Date Caluclations
          Radh Gowda

          Hi,

          i am able to find way to create the view for the above scenario.

           

           

          Below is my solution:

          1) Created the parameter’FY’ and listed the values as 2018, 2019 etc

          2) created the calculation field planed completion with below formula.

           

          IF  (DATENAME('month',[Planned Completion Date])= 'December'

              AND YEAR([Planned Completion Date])= [FY]-1)

              OR (DATENAME('month',[Planned Completion Date])<> 'December' AND  YEAR([Planned Completion Date])=[FY])

          THEN "True" ELSE "False" END

          3) Added the newly calculated field into filter and selected True