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Anonymous
Not applicable

YTD calculations - no date table

hi all,

 

 

I have data in the following format.

 

I want to specify from 2018-Q1 to 2018-Q2, sum all company units and divide by total market units.

Aka. YTD, how can i do this with periods that are in Quarters? I have deselected the time-intelligence in options.

Also, if i have sales data by week or month, how can i do similar YTD calculations without having dates?

 

 

cap2.PNG

1 ACCEPTED SOLUTION
Anonymous
Not applicable

i created a new comlumn in the edit query, based on the text date column.

 

2018-Q1 to 2018-01

2018-Q2 to 2018-04

2018-Q3 to 2018-07

2018-Q4 to 2018-10

 

and made this new column defined as date, it worked but seems like a suboptimal solution.

 

View solution in original post

2 REPLIES 2
v-juanli-msft
Community Support
Community Support

Hi @Anonymous

Is the "Period" column a text type column or date type?

I'm afraid if your dataset doesn't contain any date column, it is not posssible to do YTD calculations.

You could create new date columns according to "Period" column, thus you could do YTD calculations.

 

Best Regards

Maggie

Anonymous
Not applicable

i created a new comlumn in the edit query, based on the text date column.

 

2018-Q1 to 2018-01

2018-Q2 to 2018-04

2018-Q3 to 2018-07

2018-Q4 to 2018-10

 

and made this new column defined as date, it worked but seems like a suboptimal solution.

 

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