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Req YTD Calculation Steps RRS feed

  • Question

  • How to do YTD calculation in SSRS
    Saturday, February 27, 2016 11:42 PM

Answers

  • Hi Venkataram,

    In your scenario, which data source are you using?

    I have create a sample report and calculation using the expression below for you reference.
    =runningvalue(Fields!Amount.Value,sum,"Year")

    Reference
    http://www.msbidude.com/2014/12/creating-ytd-calculation-in-ssrs.html

    If this is not what you want, please provide us some sample data and elaborate your requirement, so that we can make further analysis.

    Regards,


    Charlie Liao
    TechNet Community Support

    • Proposed as answer by Charlie Liao Monday, March 7, 2016 1:45 AM
    • Marked as answer by Charlie Liao Monday, March 7, 2016 9:33 AM
    Monday, February 29, 2016 2:57 AM

All replies

  • You can always add 

    ... GROUP BY YEAR(your_date)

    to your data retrieval query which, in essence, will total previous years and YTD current year.


    • Edited by Stan2016 Sunday, February 28, 2016 12:03 AM
    Sunday, February 28, 2016 12:03 AM
  • Hi Venkataram,

    In your scenario, which data source are you using?

    I have create a sample report and calculation using the expression below for you reference.
    =runningvalue(Fields!Amount.Value,sum,"Year")

    Reference
    http://www.msbidude.com/2014/12/creating-ytd-calculation-in-ssrs.html

    If this is not what you want, please provide us some sample data and elaborate your requirement, so that we can make further analysis.

    Regards,


    Charlie Liao
    TechNet Community Support

    • Proposed as answer by Charlie Liao Monday, March 7, 2016 1:45 AM
    • Marked as answer by Charlie Liao Monday, March 7, 2016 9:33 AM
    Monday, February 29, 2016 2:57 AM