Creating Calculated Fields for multiple custom date filters in one visual

Question & Answer
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1

Hello,

I am still learning QS and i have a question. I am trying to create revenue reports for YOY. I need these to run for our fiscal year though. (08/01 - 07/31). I would like to have YTD FY 24, FY 23, and FY 22. My plan was to create calculated field as filters for each fiscal year so I could have them in the same visual. I am running into syntax errors and I am not sure I am even using the correct functions to achieve this.

Questions - 1. are calculated fields the correct way to go about this?
2. could you suggest the functions I should be working with to achieve this?

Thank you!

2

This was promising.

periodToDateSum(total, {created_at}, YEAR, parseDate(“07-31-2023”, “MM-dd-yyyy”))

The problem is that instead of going back a full year. it’s only going back to January 1 2023.

3

Hello @aheverett,

Have you checked this previous solution from the community?

Let us know if this works