Custom Time Perspective "To Date"

Hope everyone is having a great year end!

I am trying to make a custom time perspective similar to YTD, however I would like to have it be our “Commision Calendar Year” [ Feb01 202x- Jan 31 202x(+1) ] and I do not have much knowledge on MDX formulas.

Is there anyone that can give me a hint without having to be a master in MDX?

Thank you!

We don’t use many custom time perspectives, but here is our calculation for Last Twelve Month Total.

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We have used the standard ‘rolling last n periods’ to set up different time perspectives and then set up the reports to finish with the last month of the financial year which would give you your custom time time perspective for any calendar year.

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Very helpful I wish there were more tips like this on Red Carpet

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We use the standard rolling periods and then we also set up certain time perspectives. I like the idea that we can post questions on here and get help from our peers.

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Thank you everyone for your responses!

Great suggestions here. You could also setup an alternate time dimension and create a YTD time perspective based on that. But I think the formulas provided here might get you what you need without doing that.

We have months as a time dimension so can do queries.

Great question - I love that we have a forum like this to connect!

Does the last 12 Months Total set-up work for 12 months that fall in 2 fiscal years?

I appreciate the concept of being able to post questions here and receive assistance from our peers

learned some good tips here.

learned some good tips here.

Have you thought about creating a named set under time to reflect the time period for the commissioned calendar year? Something like CY- sales commissions and forecasted sales commissions.

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Love this forum and being able to connect with other Power Users

We do not have something like this but am curious on how we could incorporate. Great question/responses!

@barron.smith, were you able to get an answer for your question (from here or via CSP)? If not, I am happy to put something here that could be helpful.

Thank you for the informaition, very helpful.

We have “Named Sets” that we update monthly in order to achieve this rather than using MDX formulas

Thank you for the information!