Year to date, Quarter to date Calc in QuickSight

[mppeciak]

Hi,
I need to sum YTD and QTD sales values, where year and period (month) as numeric values (not dates). My date looks like this:

Sales_amt / Year / Period / Category
100 / 2024 / 1 / Cat 1
120 / 2024 / 2 / Cat 2
20 / 2024 / 3 / Cat 1
400 / 2024 / 4 / Cat 2
34 / 2024 / 5 / Cat 2

Looking to compare the resutls against target (budget) and calculate YTD and QTD sums and variances.

[Giridhar.Prabhu]

Hi @mppeciak

Welcome to the QuiclSight community.

You may need to create a calculated field to get a date value based on your Year and Period.

Refer to the ParseDate for the same

parseDate - Amazon QuickSight

The following article has all the details for how to compute the YTD, QTD.

Period Over Period and Other Date Comparison Calculations (YoY, MoM, YTD, Rolling 90 days, etc)

Hi @Jesse I am using 2 parameters ( paramAsOfYear and paramAsOfMonth ) to compute relevant calculated fields prefixed with @. Pivot table is created as below and figures are correct. [image] However, the column header is showing the calculated field name. How can I change to those in red font. [image] Using “Value names”, we can specify the parameter field but unable to perform any computation on parameter field e.g. paramAsOfYear-1 [image] Using name like “Previous Month” may not work…

Hope this helps.

Regards,
Giri

[Brett]

Hi @mppeciak,
It’s been awhile since we last heard from you, did you have any additional questions regarding your initial post?

If we do not hear back within the next 3 business days, I’ll close out this topic.

Thank you!

[mppeciak]

@Giridhar.Prabhu

ollowing article has all the details for how to compute th

Thanks Giri

The issue I’m still not sure how to solve is this: when I build a