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 Ability to have Time Column and then YTD columns in same report

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Dawn Kassube's profile image
Dawn Kassube posted Mon July 28, 2025 04:29 PM

Is there a way to have a report where you can have both the Months Year to Date and then YTD Actual, YTD Budget, etc as they use the same Business Unit field and also for alignment.

Thank you for any assistance.

Oliver Smith's profile image
Oliver Smith posted Tue July 29, 2025 05:03 AM  Best Answer

Hi Dawn! 

You can definitely do this, I just tried it in my environment, but you have to put the YTD Metrics in the Rows field. I know it seems a bit odd, but it does still display and add up correctly. I've used real numbers so had to redact them, but trust that everything did add up right :) I just had to move the YTD columns to the end of the table, as they appear in front of all the months to start with.

Doing it in this way stops the metrics appearing in every month like Guillermo mentioned. I don't think it looks that nice either, and is a bit pointless when it's a YTD measure! Hope this helps.

Guillermo Cuadrado's profile image
Guillermo Cuadrado posted Tue July 29, 2025 03:35 AM

Hello @Dawn Kassube. You could do something like:


Personally, I do not like having more than one metric in a multi-month report, as both will be displayed for every month, but that's my taste.

Alternatively, you could have the metrics in column pickers, so you could change from Cost to Budget at will, and even have them both if you like.

Alex Allan's profile image
Alex Allan posted Tue July 29, 2025 11:54 AM

Hi @Dawn Kassube, yes, you can achieve the view you're looking for.  Screen shot below and directions as follows...

  • Jan through to Dec are calculated columns and assuming you're using the Cost model metric, the syntax will appear as follows for Jan...
    • =TimePeriod(Cost,CurrentDate("MM")*-1+1)
  • Feb will be +2 at the end, Mar will be +3 at the end (highlighted in screen shot below), Apr will be +4 at the end and so on through to Dec
  • YTD Cost and YTD Budget are YTD views on the Cost and Budget metric
  • Variance is a calculated column taking YTD Budget away from YTD Cost
  • FYI... Calculated columns are not precalculated for the end user, they will need to calculate real time when opening the report

Hope this helps and let me know if you need any further support.  Thanks Dawn.

Alex,

Dawn Kassube's profile image
Dawn Kassube posted Wed July 30, 2025 08:57 AM

Thank you everyone for your great solutions and quick responses!  I have implemented Oliver's solution but Alex had a great approach too.

Have a wonderful day!

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