How to show YTD data in Tabular format?

SayyedHussain · 2023-07-25T13:14:16+00:00

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I want to display YTD data in a tabular format. How can I achieve this using BM. I have a dataset with columns like 'Date' and 'Metric'

The attached screenshot is a general idea of how I'm trying to organize the data.

Thank you!

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Accepted answers

MichelleH

@SayyedHussain If you want to only include months to date you can add a beast mode filter like the one below:

case when MONTH(`Date`) <= MONTH(CURRENT_DATE()) then 'Include' else 'Exclude' end

All comments

MichelleH

@SayyedHussain You can accomplish this with a pivot table card with MONTHNAME(`Date`) and YEAR(`Date`) as your columns and rows, respectively, and `Metric` as your values. You can also use MONTH(`Date`) to sort your months chronologically

SayyedHussain

@Michelle Thank you for your response. I used a Pivot table and utilized the MonthName and Year functions.
However, it is currently showing data for all months of both the current and previous years. The goal is to show data for the current year from starting of the year to current month as well as data for the previous year. This will allow for a comprehensive view of the YTD data.

MichelleH

@SayyedHussain If you want to only include months to date you can add a beast mode filter like the one below:

case when MONTH(`Date`) <= MONTH(CURRENT_DATE()) then 'Include' else 'Exclude' end

SayyedHussain

@MichelleH It's working as expected now. Thank you for your help!! 😀

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