Switching between Month-to-Date and Year-to-Date Values

[former_member1146793]

1e.pngDear community,

What is the best approach for implementing a story filter, with which it would be possible to switch between MTD (Month-to-Date) and YTD (Year-to-Date) values for 2 consecutive years (e.g. CY and PY YTD & MTD)?

We have defined a filter as shown in the screenshot, where the user can choose the desired span, on which the data should be filtered.

However, this approach causes confusion for the end-user. Is there a way, with which we could enable the user to e.g. choose between 2 options of "YTD" and "MTD" and the data would respectively be filtered?

Thanks for the help!

[Jay_Gandhi]

Hi there,

You could use a combination of things.

First you could have a dynamic time filter (by member) which always has current year and previous year turned on (therefore the filter will always update the the calendar current year and prior year).

Secondly you could create calculations that represent YTD and MTD of the current year and previous year and have the end user via a measure/cross calculation input control select YTD or MTD or both to see them respectively.

https://help.sap.com/viewer/00f68c2e08b941f081002fd3691d86a7/LATEST/en-US/90e079eac7ff416daaab96346d...

Jay

[former_member1146793]

Hi Jay,

Nice approach, although I need the filters as story filters. I cannot convert "Measure Input Control" to a story filter. As I am retrieving data via live connection, it is also not possible to implement "Cross calculation"

[William_Yu]

Hi mahab,

You create a restricture measure for YTD and one for MTD, and create a measure input control.

Best regards, William

[former_member1146793]

Hi William,

Thanks for your response! However the filter should be implemented on the story level (not chart or dashboard), and it is not possible to convert "Measure Input Control" to story filter

[vasileios_zarkadoulas]

Hello William Yu,

Could you share with us the way that you created the YTD measure? It is crucial for our project to achieve this without duplicate the numbers of rows.

Thanks a lot

[N1kh1l]

vasileios.zarkadoulas

You can use below formula to achieve YTD values for any base measure. In my example I have done it for QUANTITY measure. In Williams example the measure would have been AMOUNT

ITERATE(PRIOR()+[QUANTITY],[QUANTITY],[d/Date].[p/YEAR] )

Hope this helps !!

Nikhil

[William_Yu]

Hi mahab, Right, it's not possible to convert it story filter.

[William_Yu]

Hi vasileios.zarkadoulas，

Another option is, calculated meaure( cross calculation) -> restricted measure -> time -> navigation -> year to date