Prior Year Total

Mark Schad
Mark Schad Customer
Fourth Anniversary 10 Comments Advocate 5 Up Votes
in Platform

I can current YTD (yearly cumulative value) and prior YTD (yearly cumulative value with prior year selected), but how do I get the full Prior Year total?  I don't want a moving total.  Eg; If the selected month is March 2020, I want the January 2019-December 2019 total.

Accepted Answer

  • Federico Cazzalini
    Federico Cazzalini Employee
    Fourth Anniversary 5 Answers 25 Up Votes 10 Comments
    edited April 2020 Answer ✓
    Hello @Mark Schad,
    you can also apply an "open-trigger" procedure on the screen and with that "apply the selection to a block".
    or just save the procedure in the screen and execute it only when needed.

    in that way you will be able to select March 2020 and then - executing the procedure - select a specific year for the comparison.

    hope this helps,
    federico



    ------------------------------
    Federico Cazzalini
    Support Tech Specialist
    Board Community
    Italy
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Answers

  • Dietmar Jeschkeit
    Dietmar Jeschkeit Active Partner
    Fourth Anniversary 100 Comments 25 Up Votes 25 Likes

    Hi Mark Schad,

     

    the easiest way is to have a second cube where you change the dimension month to year. Then fill this cube via dataflow.

    This cube reacts with the year when you select the month. If you then set previous year for this block you get the data from entire last year.

     

    BR

    Dietmar

  • Mark Schad
    Mark Schad Customer
    Fourth Anniversary 10 Comments Advocate 5 Up Votes

    Great, thank you!

  • Mark Schad
    Mark Schad Customer
    Fourth Anniversary 10 Comments Advocate 5 Up Votes
    edited April 2020
    Great, thank you Federico.  I'll go with that.

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    Mark Schad
    IT Consultant
    PETER WARREN AUTOMOTIVE PTY LTD
    Australia
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  • Etienne CAUSSE
    Etienne CAUSSE Customer
    Fourth Anniversary 250 Up Votes 100 Comments 100 Likes
    edited April 2020
    Hi :)
    You could also vite for my idea on the topic:
    https://community.board.com/contribute/ideation-home/viewidea?IdeationKey=a6e42590-88e9-44a5-b778-063826a90e36

    IMHO the open trigger technique is not very flexible. Recently I had users having issues because the trigger was not executed, making the screen unusable.
    A "full year value" time function seems quite easy to develop and much easier to use.

    ------------------------------
    Etienne CAUSSE
    Finance Project Manager
    SEB FRANCE
    France
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  • Dietmar Jeschkeit
    Dietmar Jeschkeit Active Partner
    Fourth Anniversary 100 Comments 25 Up Votes 25 Likes
    edited April 2020
    Hi @Etienne CAUSSE,

    like I wrote in my post (2.) the easiest way is to have a second cube not dimensioned by month but dimensioned by year. This cube can be filled by dataflow and it reacts only with the full year value no matter which month of the year is selected. You can set this one also to previous year.

    BR
    Dietmar

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    Dietmar Jeschkeit
    Senior BI Consultant
    Braincourt GmbH Gesellschaft für Managementberatung & Informationssysteme
    Germany
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