How to use running totals like MtD, YtD with story or page filter?

[former_member560909]

Hi all.

have a problem using running totals and story level date filter.

Customer wants to see measure (daily incomes) within month and on the same chart he wants to see running total for this measure (MtD).

Also we have a story level filter that is used to select proper month. As far as we use only measure values everything seems to be ok, but when we add MtD - system throws an error message saying that this is not allowed, or just shows no data on chart. As i can see problem is in the dynamic calculation using data filters, so can we move this from story to model level? I mean running total calculations like MtD, YtD.

Thanks

[IngoH]

Hello Rustam,

"MTD" means "Month To Date" - so it will take the month you selected and go until the date.

So when you select August as current month then MTD will bring August, but when you select September it will bring September and not August.

Ingo Hilgefort

[former_member234401]

Hi

How do you chance the reference data in the MTD - does it not always choose today

Br Rene

[former_member560909]

Hello Ingo.

now lets return to my first question, i have mtd calculation and i want to set month using story level or page level date filter because we have other diagrams that should also be filtered by selected month. now it gives me an error (see screenshots earlier). is this a normal system limitation when using dynamic date calculations or this is some kind of a bug? and if this is a system limitation is there any way to calculate this on model level, not in the story (i suppose, if its possible, this could help us).

[IngoH]

Hello Rustam,

think about what you are trying to do here.

On the one hand you creating a formula that should bring back "MTD" aggregated values and on the other hand you are selecting January 2018 as a filter.

Those two things are conflicting with each other.

MTD (Month To Date) is basically Sept 01 to Sept 27 - 2018 today.

Regards

Ingo Hilgefort, SAP

[former_member560909]

Hello Ingo.

sorry, but i still don't understand whats wrong with my logic. i want to be able to select month in story filter and i want to see calculated MtD for that selected month. Even in your example, i dont want to see mtd for september, i want it for august. Or maybe you want to say that MtD works only for current month?

[Former Member]

Yeah the logic doesn't make sense. If you choose month to date and then select january, it won't show you january to October like you want, it will only show you january information. Don't think you can set a from and a to date, which is what you want i think.

[IngoH]

Hello Rustam,

could you share a little more details on your data model ?

Regards

Ingo Hilgefort, SAP

[former_member560909]

Hello Ingo.

ity's a model containing daily incomes with couple of measures like "daily income, currency", "daily income, units". it have time dimension (minimal granularity set to day) and several other dimensions like region, distribution channel and so on (see test model in attach). And now we need to add calculations like MtD, YtD, into the model

[IngoH]

Hello Rustam,

you have several options.

• You can create Restricted Measures and use the Dimension "Date" as a filter and then use elements such as MTD / YTD or elements like Previous Year
• You can select the option to create Time Calculations for the charts (see below)

Regards

Ingo

[former_member560909]

I'm able to create time calculations, the problem is "Also we have a story level filter that is used to select proper month. As far as we use only measure values everything seems to be ok, but when we add MtD - system throws an error message saying that this is not allowed, or just shows no data on chart".

As i mentioned earlier i am getting errors (sia)test-model-err1.pngtest-model-err2.png