Calculation of Full Sum of previous year

Hi Community,

i have following question:

I want to show the sum of the full previous year. The current selection should have no impact for the results. So how can i calculate the 3 values in column ‘D’. I tried many functions like periodToDateSumOver but it doesn’t work. I marked the values with colours.

The second question is when i have a selection 03/2024 - 02/2025 here the sum of the full year of 2024 should be shown. so the min of the year of current selection.

Many thanks in advance :slight_smile:

Hi @Aylin,
It may be more helpful to see your setup in Quick Suite as opposed to Excel so that we can see the output of your testing.
When you say the ‘current selection’, does that mean that you’re filtering down the date field?
When you have filters applied, this will affect all rows within your dataset, therefore if you filter down to a specific date length, the data being returned has to fall within that time frame, which will ultimately remove your prior year data. To work around this, I’d suggest trying to add ‘PRE_FILTER’ to your calculations.

Hi @Brett thank you for your answer.

Yes i meant with “current selection” that the date field is filtered. Then i will try it with PRE_Filter. But i guess that i have to change it in the dataset itself and not via calculated fields in the analysis. :slight_smile: