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Malinpetersson's avatar
Malinpetersson
Regular Visitor
7 years ago
Solved

Need Help

Hi, I want to accumulete  sales values. My year starts 1 of september. Would be nice if I also coudl see which period its is. E.G  from 01-09-2018-- 30-06-2019.

Thanks in advanced!

 

Br,

 

Malin

Need Help
  • tex628's avatar
    tex628
    7 years ago

    Hello Malinpetersson ,

    I would start by classifying each sales year in your calendar table.

    A calculated column like this should do the trick. 

    Column = 
VAR minYear = IF([Month] > 8 , [Year] , [Year] -1 )
VAR maxYear = IF([Month] < 7 , [Year] , [Year] +1 )
Return
    IF([Month]=7 || [Month]=8 , BLANK() ,
"01-09-" & minYear & " - 30-06-" & maxYear )

    Then use this column to filter your sales and you should get the correct amounts i believe. 

    / J

2 Replies

  • tex628's avatar
    tex628
    Community Champion
    7 years ago

    Hello Malinpetersson ,

    I would start by classifying each sales year in your calendar table.

    A calculated column like this should do the trick. 

    Column = 
VAR minYear = IF([Month] > 8 , [Year] , [Year] -1 )
VAR maxYear = IF([Month] < 7 , [Year] , [Year] +1 )
Return
    IF([Month]=7 || [Month]=8 , BLANK() ,
"01-09-" & minYear & " - 30-06-" & maxYear )

    Then use this column to filter your sales and you should get the correct amounts i believe. 

    / J