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YTD with Table

  • 18 January 2022
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I create a table to join some information and create a Full P&L per month. I want to use the formula YearToDate, it it possible? How can I do that?

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Best answer by Nathan 19 January 2022, 10:46

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Hi Carolina,

 

A table is just a display, you cannot add a formula specifically in the table.

If you modify a formula in a table, it will modify the metric. 

 

For year to date, I’d suggest that you create a dimension called “Period Outlook” with two items: Monthly & YTD

 

Then you can add this dimension to your metrics and use YEARTODATE() like this:

 

Be careful when adding a dimension, you will loose data (not formula). You can try in a new metric.

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