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CM128
Level 1
March 27, 2018
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Month to date last year

  • March 27, 2018
  • 2 replies
  • 2845 views

Morning Everyone! I see this in a few other threads but haven't spotted the answer yet. I'm looking to set up some workspace dashboards to show "month to date" compared to the same time period from last year.

I can do this by manually amending the time segments each time but would much rather have this automated. Can anybody help?
Chris

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    Best answer by nickhomer

    Go up to "Components", then "Date Ranges". Create one date range for Current MTD and another for Last Year MTD.

    For Current MTD, set the rolling dates to: START: start of current month END: end of current day
    For Last Year MTD, set the rolling dates to: START: start of current month minus 12 months END: end of current day minus 365 days

    And now you have two dynamic date ranges that you can pull into any project for year over year MTD.

    2 replies

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    nickhomerAccepted solution
    Level 4
    March 27, 2018

    Go up to "Components", then "Date Ranges". Create one date range for Current MTD and another for Last Year MTD.

    For Current MTD, set the rolling dates to: START: start of current month END: end of current day
    For Last Year MTD, set the rolling dates to: START: start of current month minus 12 months END: end of current day minus 365 days

    And now you have two dynamic date ranges that you can pull into any project for year over year MTD.

      C
      CM128Author
      Level 1
      March 29, 2018

      This is great! Many thanks for this. Just gave it a go and works a treat. I've amended a tadge as was finding I was getting a full day for last year and only a part day for this year so was slightly skewing the results.

      To amend I applied the following:

      For Current MTD, set the rolling dates to: START: start of current month END: end of current day minus 1 day

      For Last Year MTD, set the rolling dates to: START: start of current month minus 12 months END: end of current day minus 366 days

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