Automating New Months

Hello, this image is what I need, and each month will need to append columns. iin the attached YXMD, I got the results except for the STATUS column AND I will need to manually add calculations for each new month and change the sort order. Anyone have a better idea to offer?

CT_Summ_andWhatAmImissing2.yxmd

Preparation

Accepted answers

john_miller9

Good catch. Replace 1 with [count] in the formula and you should be good.

IF [accept] = 'Y' THEN [count] ELSE 0 ENDIF

I also noticed that what you're calling YTD is really just a total of the dataset (2017 & 2018) so I had done the same. If you intend that to be YTD as of run data you will need to incorporate a calculation that partitions year to create YTD values.

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john_miller9

@LincolnMike This should do the trick. You may need to adjust the Compare field depending on how you want to handle nulls. You may also want to add a different Date field to crosstab so that the months are ordered chronologically. Otherwise, this seems to accomplish the task. Let me know if you have any questions.

TableTotalsCompare.yxmd

LincolnMike

Hi John, thanks for the quick response. there is a problem in the formula If [accept] = Y then 1...there are counts of 2 in some of the Y response. This makes the output a little off.

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