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Snagalapur
Helper IV
Helper IV

how to build PTD/QTD/STD/YTD

‎02-18-2025 08:51 AM

Hi All,

Please suggest how to build formula for PTD/QTD/STD/YTD when database has period column only as mentioned below.

AP01 is December in this case

Snagalapur_1-1739897455761.png

 

 

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Ashish_Mathur
Super User
Super User

‎02-18-2025 03:36 PM

Hi,

Those periods will have to be converted into proper dates (just the first date of each month is fine).  From there, we will build a Calendar table.  Building a Calendar table is a must to effectively use the Date Intelligence functions.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
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speedramps
Super User
Super User

‎02-18-2025 09:23 AM

use a calendar table

learn how here

https://www.youtube.com/watch?v=CJ2y6v4mQZk

https://www.youtube.com/watch?v=X2aMi_Ekfyw

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