Hi Guys,
I am looking for some help/logic in achieving Quarter, Current Month, QTD, and YTD Flags in my data. These flags are dynamic in nature and keep updating every month. e.g. we have data only till Feb (sum_value >0), hence Current month would be 1, QTD/YTD = 1 for Jan & Feb).
Time Sort | Sum_Value | Versions | Time Period New | Quarter | Current Month | QTD | YTD |
1 | 500 | Actuals | 1/1/2023 | 1 | 0 | 1 | 1 |
2 | 1000 | Actuals | 2/1/2023 | 1 | 1 | 1 | 1 |
3 | 0 | Actuals | 3/1/2023 | 1 | 0 | 0 | 0 |
4 | 0 | Actuals | 4/1/2023 | 2 | 0 | 0 | 0 |
5 | 0 | Actuals | 5/1/2023 | 2 | 0 | 0 | 0 |
6 | 0 | Actuals | 6/1/2023 | 2 | 0 | 0 | 0 |
7 | 0 | Actuals | 7/1/2023 | 3 | 0 | 0 | 0 |
8 | 0 | Actuals | 8/1/2023 | 3 | 0 | 0 | 0 |
9 | 0 | Actuals | 9/1/2023 | 3 | 0 | 0 | 0 |
10 | 0 | Actuals | 10/1/2023 | 4 | 0 | 0 | 0 |
11 | 0 | Actuals | 11/1/2023 | 4 | 0 | 0 | 0 |
12 | 0 | Actuals | 12/1/2023 | 4 | 0 | 0 | 0 |
Solved! Go to Solution.
Thanks, @ShankerV - This solution won't work when we have data for April. Using this solution QTD Flag for Jan, Feb, and Mar is also showing 1 when we have data in April. Ideally only Apr should have a QTD flag as 1 since its the beginning of the new quarter.
Thanks,
Anuj