Calculating YTD

0

Assume i have below dataset

Brand Date Revenue Brand A 1/1/2023 30 Brand B 2/1/2023 50 Brand C 3/1/2023 60

I am trying to calculate YTD value which is Year to Date, on Jan 2023 it should be 30, Feb 2023 should be (Jan 2023 + Feb 2023 ) which should be 80, and March 2023 (Jan+Feb+Mar) should 30+50+60

Now, I need to show a matrix using Brand as rows, Month Year as columns and YTD Value as Values

To calculate YTD_revenue, I used "periodToDateSumOverTime(sum({price_times_quantity}),{receipt_date_formatted}, YEAR)" as a calculated field, but it's giving me different subtotal and total even if I chose one brand.

Yasha
已提問 1 年前檢視次數 350 次
1 個回答
0

Hi Yasha.

You can accomplish that using Period functions. Please see the following blog post (use case 2) for a sample implementation.

I hope this helps. (if so, please accept my aswer)

profile pictureAWS
專家
已回答 1 年前

您尚未登入。 登入 去張貼答案。

一個好的回答可以清楚地回答問題並提供建設性的意見回饋,同時有助於提問者的專業成長。

回答問題指南