Totals for a given Month and Full total from inception

Question

Hi Team - I have a requirement to display the revenue amount for a given month based on the parameters and year totals can be achieved using todate function. The customer also looking for inception totals next to year totals. Appreciate your inputs.

Thanks in advance

Jerry Casey · Answer

If I understand you correctly, you can use formula filters in 3 separate columns:

Current Month Revs=Filter("Revenues" using MONTH(parameter Date)=Month(CURRENT_DATE) and YEAR(parameter Date)=YEAR(CURRENT_DATE))

Current Year Revs=Filter("Revenues" using  YEAR(parameter Date)=YEAR(CURRENT_DATE))

Revs Since Inception=Revs unfiltered (depending on query filters)

Ram ANeni · Answer

Appreciate your approach to get both totals in one visualization.