Given a column of dates, how can I calculate if the date is a MTD / QTD or YTD ?
@Mario36Hi! It would have really really helped had you provided that data initially - or the other time I asked for clarification on what you were looking for.
It's fairly straight-forward change from the previous workflow - so here's the updated version. You can add in the static columns ("MTD",QTD") as you wish.
You need two columns of date - no?
For mtd datetimediff([date],[date2],"months")<1 (less than 1 month)
For qtd floor(datetimediff([date],[date2],"months")/3)<1 (less than 3 months)
for ytd datetimediff([date],[date2],"years")<1 (less than 1 year)
Do you mind sharing a workflow please. This is how I wish to see the data populate
Are you aggregating financial data? or do you want date count? Ie the number of days that have passed since the first of the year?
So I want to know if the given date on a column is either a Month To Date, Quarter To Date or Year To Date. This solution would also be used to aggregate financial data, because I would be bucketing the data based on these time periods.
