I'm trying to have a KPI card that includes:
- FYTD Value
- YoY FYTD % Change (comparing current FYTD to previous FYTD value for the same time period)
- MoM % Change (e.g. Jan compared to Dec)
The challenges I'm facing are:
- Working around FY that starts in February
- MoM % change working over both the calendar and fiscal year
Here is an example of a calc that I've been using as the base FY value:
SUM(
IF [Fiscal Year] = [Fiscal Year Today]-1
and (DATEPART('month',[Date FY]) < DATEPART('month',[Today FY]))
then [Amount]
else null end
)
3 Antworten
Yes - my user had an FY that started August - for the example I used a parameter to set the FY start year - you should be able to sub in your actual start date or just just the parameter to reset the FY start
Jim
