YTD BeastMode with Variables

verytiredgirl

I have 2 variables 'Year Selector' and 'Month Selector' that are being used as filters drop down selection in an App

But also used within a YTD BeastMode:

SUM(CASE
WHEN Year Selector = Fiscal Year
AND Month Number >= 2
AND Month Number <= CASE
WHEN Month Selector = 'January' THEN 1
WHEN Month Selector = 'February' THEN 2
WHEN Month Selector = 'March' THEN 3
WHEN Month Selector = 'April' THEN 4
WHEN Month Selector = 'May' THEN 5
WHEN Month Selector = 'June' THEN 6
WHEN Month Selector = 'July' THEN 7
WHEN Month Selector = 'August' THEN 8
WHEN Month Selector = 'September' THEN 9
WHEN Month Selector = 'October' THEN 10
WHEN Month Selector = 'November' THEN 11
WHEN Month Selector = 'December' THEN 12
ELSE 0
END
THEN IFNULL(Amount * -1, 0)
ELSE 0
END)

The problem with this is my Fiscal Year starts from Feb 2024 - Jan 2025. So with the current BeastMode, YTD for all other months are correct except for January.

Example: with the current BeastMode, Jan 2025 YTD is Feb 2024 - Dec 2024 (which is not correct) instead of Feb 2024 - Jan 2025 (this is correct).

Is there any way I could alter my Beastmode?

ArborRose

What if you change January to 13 instead of 1? That should cause it to treat January as part of your fiscal year Feb 2024 - Jan 2025.

ArborRose

What if you change January to 13 instead of 1? That should cause it to treat January as part of your fiscal year Feb 2024 - Jan 2025.

verytiredgirl

@ArborRose That could be feasible but with my Year Selector variable, changing Jan to 13 may not work.

For example: if the Year Selector = 2025 and the Month Selector = January, the calculation would include all months from February to January of the following year (since January is represented by 13).

Therefore, January 2025 YTD = sum the amounts from February 2025 to January 2026 (which is not correct). It should be Feb 2024 - Jan 2025 instead

ArborRose

I don't have an example set up to try this.

SUM(CASE

    WHEN (

        (Year Selector = Fiscal Year AND Month Number >= 2) -- From February to December of the current fiscal year

        OR

        (Year Selector = Fiscal Year + 1 AND Month Number = 1) -- Include January of the next calendar year

    )

    AND Month Number <= 

        CASE

            WHEN Month Selector = 'January' THEN 1 -- Stop at January for Year Selector = Fiscal Year + 1

            WHEN Month Selector = 'February' THEN 2

            WHEN Month Selector = 'March' THEN 3

            WHEN Month Selector = 'April' THEN 4

            WHEN Month Selector = 'May' THEN 5

            WHEN Month Selector = 'June' THEN 6

            WHEN Month Selector = 'July' THEN 7

            WHEN Month Selector = 'August' THEN 8

            WHEN Month Selector = 'September' THEN 9

            WHEN Month Selector = 'October' THEN 10

            WHEN Month Selector = 'November' THEN 11

            WHEN Month Selector = 'December' THEN 12

        END

    THEN IFNULL(Amount * -1, 0)

    ELSE 0

END)

verytiredgirl

Thank you for the reply! I also do not have the data for January yet so I couldn't test it out.

But

(Year Selector = Fiscal Year + 1 AND Month Number = 1) -- Include January of the next calendar year)
AND Month Number <= CASE
WHEN Month Selector = 'January' THEN 1

this YTD would only return January 2025, so maybe changing January to 13 instead of 1 would work?