Versions Compared

Version Old Version 13 New Version Current
Changes made by

Helen Gosper

Denise McGettigan

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
the previous month will include sales

As its name suggests, the month to date option allows you If you have the Month to Date user permission, you can use the Month To Date option to compare data for the current month with the corresponding number of days in a selected previous comparison month.

Table of Contents
maxLevel3
minLevel2

 

Info
iconfalse
titleRelated topics

 

How month to date works

Typically, when you compare sales in the current calendar month with sales in the corresponding month 'last year',

The Month to Date option is available:

  • For defined periods that are based on the Month period type. Typically, Month to Date is used when your period range (both current and previous) is set to a single month. This option is also available if your period range spans several months, however, the range must not exceed 12 months, and the range must not project into the future.

  • In the following circumstances:

The Month to Date option has the following impacts on the grid:

  • When it is turned OFF (default*; checkbox is clear), the data in the current calendar month (Current column) is based on the transactions so far, up to today. Whereas, the data in the corresponding month in the previous year (Previous column) is based on the transactions for the whole of that month

, while the current month will only include transactions up to 'today'. When you select Options > Month to date only the transactions from the previous month

  • . In this case, a like-for-like comparison is difficult.

Info

*Administrators might set the Month to date option to be turned on by default.

  • When it is turned ON (checkbox is selected), the data in the corresponding month in the previous year (Previous column) updates; only the transactions up to the same day of the current month are included.

, e.g

  • In this case, a like-for-like comparison is easy.

For example, if today is the 7th of the month,

the current month would only

the data in the Current column would typically include transactions from the 1st to 6th of the month. In the first image below, the Month To Date option is turned off, so the data in the Previous column is based on the

month and so

full month of transactions. Whereas, in the second image below, the Month To Date option is turned on, so the data in the Previous column includes only the transactions from the 1st

-

to 6th of the

comparison month would be included.You can use month to date in summary view (both the current and previous periods need to include the same month for each respective year) and in variance mode and stream mode (the displayed periods need to include the current month). 

month. The values in the two columns are now more comparable.

Image Added
Note

Depending on what time your overnight database updates occur, Month To Date might use the day prior to yesterday as its reference point.

Example: Compare data for part of a month 

In this example, the user wants

Use the Month To Date option to compare data for the first few weeks of

June

February with the same part of the month in the previous year.

We will assume

Assume today's date is 16 February 2017.

We

You want a like-for-like comparison with the first 15 days in February last year (2016)

. We do this by using 'Month to Date'

.

  1. Set your date range

. Here we want

  1. to display data from this February

vs

  1. and last February

. Select

  1. : Click Period > Custom

. Set the current period

  1. , then set the Current Period to start and end in February 2017

, and the previous period

  1. . The Previous Period automatically changes to start and end in February 2016

, as shown

  1. .

 

  1. Click Apply.


Image Removed

  1.  

Select

  1. Click the

'

  1. Customer

'

  1. dimension

and select

  1. .

  2. Click Mode > Variance. The grid

will display

  1. displays results for the entire month of February 2016, and the first 15 days of February 2017.

This does not give us a 'like for like' comparison

  1. The image below highlights the disparity in these results.

    Image Modified
 Select

  1. Click Options > Month

to Date (if you don't see this listed in the options menu, it may mean you don't have permission to use the feature. Your Phocas administrator can assist).
Image Removed
Data in the 'previous' column will change

  1. To Date.

    Image Added

    The Previous column updates to display data for the first 15 days of February 2016, as illustrated in the image below. These results are much closer in range than in the image above, where Month To Date was not applied.

    Image Modified
 

  2.  

You could save this (

  1. (Optional) Save this view as a favorite or

as a

  1. dashboard widget

), and share it with other users. The Month to Date setting (whether on or off) will also apply to the shared user.

Administrators may set some databases to turn on the Month to date option by default.

Month to Date will remain on in your current session. Note warning below.

 

Note
titleImpact on performance

The 'Month to date' option can have a major impact on performance, especially on large databases. While it can be used effectively on general queries, extreme caution should be used when using this option on a collection of dashboard widgets, as the compound impact on performance can be significant.

 

  1. .

Troubleshooting: You can’t see the Month to Date option

If you cannot see the Month to Date option in the Options menu:

  • Check with your administrator that you have permission to use this feature.

  • Ensure you are using a period that is based on the Month period type:

    • Administrators can check this via the database’s page > Defined Periods tab in Administration, where the period type is specified in the Type column.

    • Other users can check it themselves, if they have permission to apply custom periods. When the period is applied to the grid, click the Period menu and select Custom. The Custom Period window displays the period type in the top left corner. Click Close to return to your analysis.

      Image Added

On this page

Table of Contents
minLevel1
maxLevel2
outlinefalse
typelist
printablefalse

Related pages