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  • 1.  YTD and PYTD VALUES

    Posted 20 days ago
    I have one table that had all my sales for two years.  I am trying to get the YTD AND PRIOR YTD totals based on a manufacture and based on the distributor.

    manufacturer
    distributor  date. Month. Prior Year Month 

    this goes on for YTD AND PYTD.  I'm also needing the $ diff and 0/0 percentage diff.

    had no luck with help desk but they are trying.  If you could help I would be forever grateful (and probably still employed).



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    Lori Pelzel
    248.869.2000
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  • 2.  RE: YTD and PYTD VALUES

    Posted 20 days ago
    Can you tell us the fields in your table?

    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: YTD and PYTD VALUES

    Posted 19 days ago
    Mark,
    I've attached a couple reports. For the Steiner 2022 and Steiner 2021 you will need to look at the NMTD and PMTD. On the 2022 report it shows a total of $30804.00 for PMTD sales YET on the 2021 report it shows $37,866.00 for the NMTD (which is the other reports PMTD. It doesn't make and sense to me. The information is coming from the same table, same fields. I think for this issue its that the report only shows sales from the current distributors for this year and drops any from the report that were sales last year for the same month. I need the report to show this years monthly sales and ANY sales from last year same period.

    I just don't see how this can be so complicated.
    The fields are :

    Manufacturer
    Distributor
    Date (WTF field)
    NMTD (monthly sales)

    PMTD - not working right
    var date datevariable = AdjustYear([WTF], -1);

    //$datevariable

    SumValues(GetRecords("{9.EX.'"& [Distributor] &"'} AND {12.EX.'"& [Manufacturer] &"'} AND {11.OBF.'"& $datevariable &"'} AND \n{11.OAF.'"& FirstDayOfMonth($datevariable) &"'}"), 159)


    YTD - not working right

    var date datevariable = FirstDayOfYear([WTF]);

    //$datevariable

    SumValues(GetRecords("{9.EX.'"& [Distributor] &"'} AND {12.EX.'"& [Manufacturer] &"'} AND {11.OAF.'"& $datevariable &"'} AND \n {11.OBF.'"& [WTF] &"'}"), 159)


    PYTD - not working right
    var date datevariable = AdjustYear([WTF], -1);

    //$datevariable

    SumValues(GetRecords("{9.EX.'"& [Distributor] &"'} AND {12.EX.'"& [Manufacturer] &"'} AND {11.OBF.'"& $datevariable &"'} AND {11.OAF. '"& FirstDayOfYear ($datevariable) &"'}"), 159)

    Any thoughts would be appreciated.
    Lori




    Attachment(s)



  • 4.  RE: YTD and PYTD VALUES

    Posted 19 days ago
    Sorry, too complicated for me to tackle as a Forum Question

    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: YTD and PYTD VALUES

    Posted 19 days ago
    Thanks, if you ever have any thoughts (think of it in the shower) please pass them along.
    Much appreciated!
    Lori