How to find MTD(Month to Date) and YTD (year to date) sales

[shehul]

BO gives me the option to select which year and month wise sales I want. However, I want to find MTD(Month to Date) and YTD (Year to date) sales. This means if today is the 14th of July. I want to find the current month's sales and the current year's sales, without any prompt. Also I want to set my year start for Nov 1.
How do I do the above?

 

[Sridharan]

There is one such article on YTD & MTD on the BusinessObjects Tips & Tricks Section. Check it out.

Sri

 

[Subhashab]

This is too much to ask for from BO.
I presume u r using prompt in ur BO report.
First solution
if you are using DW then desing a fact table\tables to get the data in the format you want.

Second solution
if the date range is dynamic the u will have to perform all this at the report level. First you have to create number of variables in the designer.
2 variable with prompt for start date and end date.
variable using the above two to get the year month combination. once all the necessary variables are generated

create multiple data provider each pulling the king of information you desire
for example the first for YTD where you will use the variable for date range
second for mtd where you will use the year month range variable.
third for current month where you will use the end date

then link all these data provider based on the common dimension and then create a table to display the values you want to display.
the draw back here is that same information is pulled number of time. for example the query for YTD can also be used to calculate the MTD
but if the whole size of data returned is not much you can use the second solution.

 

[shehul]

Thanks for the reply.
Sridharan, could you send me the link to the article. I couldnt find the tips & tricks section for BO.

 

[shehul]

Sridharan, any updates...
Need the link to the article

 

[davidbar]

Hi-

Please find the article in:

http://www.businessobjects.com/services/InfoCenter/tips/unvdes/tip/ut007/ut007.htm

Just note that having a where clause on an object is "whering" the whole DP, so you need to adjust the incompatible objects for this kind of measures very carfeully.

Cheers,
David