Is there a Quarter to Date summation function for a weekly timescale?

Please help me finding a way to sum up the weekly numbers to the Quarter to date values. That is , the value should reset to zero at bigginning of every quarter and sum the cumulative value week on week of the quarter. Any help here would be greatly appreciated. Thanks Saurabh

Best Answer

  • Possibly  have to try something like below. I assume your module has an Amount line item. The formula below is for your cumulative amount by quarter - so  separate line item (Cummulative Amount).

    IF PREVIOUS(MONTH(END())) = MONTH(END())

    THEN PREVIOUS('Cummulative Amount') + 'Amount'

    ELSE IF PREVIOUS(MONTH(END())) = 3
    OR PREVIOUS(MONTH(END())) = 5
    OR PREVIOUS(MONTH(END())) = 8
    OR PREVIOUS(MONTH(END())) = 11

    THEN 'Amount' ELSE PREVIOUS('Cummulative Amount') + 'Amount'