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Year-To-Date for Only Completed Months

lharrison
8 - Cloud Apps
8 - Cloud Apps

Hello,

I have a pivot table where I am calculating YTD vs. LYTD metrics by month, like this:

lharrison_0-1649101570166.png

I want to exclude April from this table as it is not a completed month and thus doesn't provide useful information. I can't figure out how to do that from the filters pane and haven't had any luck with scripts either. Does anyone have any ideas?

1 ACCEPTED SOLUTION

BobF
7 - Data Storage
7 - Data Storage

Hello

I would suggest adding a new custom column called, say, "YTD", set to "Y" or "N" based on whether the date/timestamp column you are using is the same year as today but not the same month as today

Regards,

Bob

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2 REPLIES 2

BobF
7 - Data Storage
7 - Data Storage

Hello

I would suggest adding a new custom column called, say, "YTD", set to "Y" or "N" based on whether the date/timestamp column you are using is the same year as today but not the same month as today

Regards,

Bob

Ramon_Lopez
Sisense Team Member
Sisense Team Member

Hi all!

Agreed with bob - this could be done with a custom column.  Here is an example of YTD.

Ramon_Lopez_0-1649345015867.png

Cheers!

Ramon Lopez