Hi!
I have this dashboard built already, but I just wanted to double check to make sure the filter is doing what I think it's doing. We have a widget set up to show various funds and how they are pacing to goal, as well as to last fiscal year YTD variance. The filter behind the filter is this:
Is that more or less filtering to last fiscal year and "this time" last year?
Thanks!!
Hi Kari,
First, it looks like you have duplicate aggregation happening. When the value reads as [Total Something], that's doing a SUM() of that Something. Applying a SUM() on top of that [Total Something] is essentially this: SUM( SUM( [Amount] ) ). In other words, if it says [Total...] then you already have a SUM applied and there is no need to apply the additional SUM. Alternatively, you change [Total Amount] to "All Items" so that it just reads as SUM( [Amount] ).
That said, I read that filter as the 720 days prior to 366 days ago. Then the whole formula as the total amount from Campaign FY 1 (presumably "this" fiscal year), minus the total amount from Campaign FY 2 ("last" fiscal year) where the contribution dates within that campaign were between 1,086 and 366 days ago.
So yes, I think that looks correct.
Best,Chris