Showing Total year and ytd values on same screen

Ian Bradley

I want to create a capsule screen where the user can see total year sales for prior years along side the previous month year to date sales for prior years.

I can easily get the total year sales by pulling in a reporting cube by year, and detailing the block by year.

I am struggling on the best way to get the previous month year to date sales to show. My users would like to see the year in the column heading so I am detailing the block by year to do that.

I thought it may be best to create a YTD cube dimensioned by year that dynamically calculates the prior month year to date each night (to pick up any corrections), but am struggling on how best to do this for all prior years. e.g. if I'm in April 2024 I would like to populate the March YTD sales in this cube for 2024 through 2019 for comparison.

Ian Bradley

I figured out how to calculate the ytd cube by flagging the months in a selection cube using the "how to guide" to flag the month in different years.

Thanks to @Vincenzo Vitucci for posting the how to. It was extremely useful.

https://community.board.com/discussion/17840/how-to-use-nexel-to-select-custom-time-periods