We have created a formula in NSAW report to calculate Last Year-to-Date Sales:
AGO(
TODATE(
IFNULL(
Invoice Transaction Currency Amount- Credit Memo Transaction Currency Amount,
0
),
Fiscal Year
),
Fiscal Year,
1
)
However, the formula is returning data for the entire previous fiscal year. For example, as of today (15-Jun-2026), it returns sales from 01-Jan-2025 to 31-Dec-2025.
What we are trying to achieve is Last Year-to-Date (LYTD) sales, meaning the sales from 01-Jan-2025 to 15-Jun-2025 (the same date range as the current year, shifted back one year).
Could anyone suggest the correct approach or formula to calculate LYTD accurately in NSAW? Any guidance would be greatly appreciated.
I tried to add Fiscal Date instead of Fiscal year in ToDate formula, but data is not populating.
Any guidance would be appreciated.