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Finding the Month-to-Date Values for the Prior Year

Udgivelsesdato: Apr 24, 2025
Opgave
How to find the month-to-date values for the prior year, relative to today. 
Trin

The steps below are demonstrated in the attached workbook.

  1. Select Analysis > Create Calculated Field.calc field.png 
  2. Name the calculated field "1 Year Ago".
  3. Enter the following calculation:
    DATEADD('year', -1, TODAY())
  4. Click OK.
  5. Select Analysis > Create Calculated Field.
  6. Name the calculated field "Date Trunc".
  7. Enter the following calculation:
    DATETRUNC('month', DATEADD('year', -1, TODAY())
  8. Click OK.
  9. Select Analysis > Create Calculated Field.
  10. Name the calculated field "Date Filter".
  11. Enter the following calculation:
    [Order Date] <= [1 Year Ago] AND [Order Date] >= [Date Trunc]
  12. Click OK.
  13. Drag the Date Filter calculated field to the Filters shelf.
  14. Select True and click OK.
Vidensartikelnummer

001458281

Vedhæftede filer

Filter View to MTD of Prior Year.twbx

839 KB

Filter View to MTD of Prior Year.twbx

842 KB

 
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