Hi Everyone,
I am trying to build a report showing the cumulative revenues for the current year and compare them with last year's.
There are 2 fields, Date and Revenue.
Where it gets tricky is that the revenue field also contains data for future dates (3 months from present date). What I want is for the current year's line to show a different color for future dates. I have tried using a calculated field with the following formula:
IF YEAR([Date]) <= YEAR(TODAY()) THEN 'Blue'
ELSEIF YEAR([Date]) = YEAR(TODAY()) AND [Date] <= TODAY() THEN 'Red'
ELSE 'Orange'
END
The issue, as can be seen in the screenshot below is that the cumulative revenue for the forcast gets reset to 0, whereas I want it to prolong the current year's actual revenue.
Is there an easy way to do it, ideally without using a dual axis approach?
Please find attached a test workbook.
Many Thanks
How about something like this - shifting the calculation in the order of operations to after the line has been drawn and then colouring it, by aggregating the checks: