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Malinpetersson Frequent Visitor
Frequent Visitor

Need Help

Hi, I want to accumulete  sales values. My year starts 1 of september. Would be nice if I also coudl see which period its is. E.G  from 01-09-2018-- 30-06-2019.

Thanks in advanced!

 

Br,

 

Malin

1 ACCEPTED SOLUTION

Accepted Solutions
tex628 New Contributor
New Contributor

Re: Need Help

Hello @Malinpetersson ,

I would start by classifying each sales year in your calendar table.

A calculated column like this should do the trick. 

Column = 
VAR minYear = IF([Month] > 8 , [Year] , [Year] -1 )
VAR maxYear = IF([Month] < 7 , [Year] , [Year] +1 )
Return
IF([Month]=7 || [Month]=8 , BLANK() , "01-09-" & minYear & " - 30-06-" & maxYear )

Then use this column to filter your sales and you should get the correct amounts i believe. 

/ J

View solution in original post

2 REPLIES 2
tex628 New Contributor
New Contributor

Re: Need Help

Hello @Malinpetersson ,

I would start by classifying each sales year in your calendar table.

A calculated column like this should do the trick. 

Column = 
VAR minYear = IF([Month] > 8 , [Year] , [Year] -1 )
VAR maxYear = IF([Month] < 7 , [Year] , [Year] +1 )
Return
IF([Month]=7 || [Month]=8 , BLANK() , "01-09-" & minYear & " - 30-06-" & maxYear )

Then use this column to filter your sales and you should get the correct amounts i believe. 

/ J

View solution in original post

Malinpetersson Frequent Visitor
Frequent Visitor

Re: Need Help

Thanks, Ill start whit that.

 

/Malin

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