Forum Discussion
YTD performance
RodrigoTXRAHere is something I put together to give you an idea, logically you should have a FIscal Date DImension in model for time intelligence and this kind of calculation, but I guess this will get you started.
Cheers!!!
P
Hi Parry
Thanks for the quick reply, please find below the dataset.
When i paste, the headers are deleted but it is as follows:
Sales Rep | User ID | FY Appraisal Month | Appraisal Month % | YTD | Sort | Quarter
| Full Name | xxxxxxxxxxxxx | Jul-18 | 100.00% | 100.00% | 1 | Q1 |
| Full Name | xxxxxxxxxxxxx | Aug-18 | 120.00% | 110.00% | 2 | Q1 |
| Full Name | xxxxxxxxxxxxx | Sep-18 | 126.21% | 115.40% | 3 | Q1 |
| Full Name | xxxxxxxxxxxxx | Oct-18 | 120.00% | 116.55% | 4 | Q2 |
| Full Name | xxxxxxxxxxxxx | Nov-18 | 110.00% | 115.24% | 5 | Q2 |
| Full Name | xxxxxxxxxxxxx | Dec-18 | 120.00% | 116.04% | 6 | Q2 |
| Full Name | xxxxxxxxxxxxx | Jan-19 | 110.00% | 115.17% | 7 | Q3 |
| Full Name | xxxxxxxxxxxxx | Feb-19 | 130.00% | 117.03% | 8 | Q3 |
| Full Name | xxxxxxxxxxxxx | Mar-19 | 110.00% | 116.25% | 9 | Q3 |
| Full Name | xxxxxxxxxxxxx | Apr-19 | 140.00% | 118.62% | 10 | Q4 |
| Full Name | xxxxxxxxxxxxx | May-19 | 137.00% | 120.29% | 11 | Q4 |
| Full Name | xxxxxxxxxxxxx | Jun-19 | 130.00% | 121.10% | 12 | Q4 |
RodrigoTXRAwill look at this later today and get back to you.
Is your YTD definition is Jan - Dec or different?
Hi parry2k, our Financial Year goes from July to June the following year.
i.e. From 01st July 2017 to 30th June 2018RodrigoTXRAHere is something I put together to give you an idea, logically you should have a FIscal Date DImension in model for time intelligence and this kind of calculation, but I guess this will get you started.
Cheers!!!
P