Year to date Set Analysis

[Anonymous]

I have the following set analysis for calculating Year to Date based on calendar year:

where MonthID is calculated as follows:

i have a fiscal month variable which is vFM = 6 denoting when the month the fiscal year starts. How can this be adjusted to come to a Year to Date based on the fiscal year calendar?

Regards.

[sunny_talwar]

Can you check if this is giving you the right date range. Try it in a text box object

='>=' & Date(YearStart(Max(Date), 0, 6), 'MM/DD/YYYY') & '<=' & Date(Max(Date), 'MM/DD/YYYY')

[Anonymous]

HI Sunny

Changed your expression to the following since my fiscal year start month is 10:

This gives the correct date range as follows:

I then changed the expression for Year to Date to:

This gives the same value as the old value as follows:

Regards.

[Anonymous · Accepted solution]

Hi Sunny

Ended up using flags as follows:

then using set analysis with

giving the correct result as :

How do i do the following flags:

1. Previous month
2. Previous two months
3. Quarter to date
4. Last year quarter to date
5. Same quarter of last year

Regards