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Creating Year to Date Filter

Creating Year to Date Filter

Creating Year to Date Filter


Could you please assist. Currently using BO version 4.1 SP6

I have a task of creating a Year to LastMonthEnd filter for both current & previous year. Our financial year starts from 1st Sept. I'm trying to avoid hardcoding the date in the filter but to make it more dynamic.

DATE Between '2016-09-01 00:00:00.000' AND convert(varchar(10),dateadd(dd,-(day(dateadd(mm,-12,getdate()))-1),dateadd(mm,-12,getdate()-1)),102) + ' 23:59:59.000'
DATE Between '2017-09-01 00:00:00.000' AND convert(varchar(10),dateadd(dd,-(day(getdate())),getdate() ),102)+ ' 23:59:59:999'

I would appreciate your help on this.

Thanks in advance.

RE: Creating Year to Date Filter

I see this has been here a couple of months. Were you able to resolve the issue? If not, I have a couple of thoughts. What type of database are you connecting to?


Senior Manager, Data & Analytics

RE: Creating Year to Date Filter

I wasn't able to solve the problem so I ended up hard-coding it. I'm still very interested on hearing a dynamic way of doing it. I intend to achieve this at Universe level rather than database level. I use SQL server 2012

RE: Creating Year to Date Filter

If you're on SQL Server 2012 or newer, I would do something like this in the universe (based on the current date):

Create a dimension called something like "Current Fiscal Year Start", which would look like this:


  when Month(GetDate()) < 9 then
    DateTimeFromParts(Year(GetDate()) - 1, 9, 1, 0, 0, 0, 0)
    DateFromParts(Year(GetDate(), 9, 1, 0, 0, 0, 0)

I would then create another dimension called "End of Today" current date that looks like this:


DateTimeFromParts(Year(GetDate()), Month(GetDate()), Day(GetDate()), 11, 59, 59, 999 

If there are specific dates you want to filter this way, I would create a filter for each that uses these two called "<(DateDimension> Fiscal Year to Date".
@Select(Folder\MyDateField) between @Select(Folder\Fiscal Year Start) and @Select(Folder\End of Today)

None of these will validate in the IDT or UDT, but they will work in a query with no issues.


Senior Manager, Data & Analytics

RE: Creating Year to Date Filter

Thanks Dell. My apologies for the late response. Your first solution worked for me. Thanks for your assistance. Very much appreciated.


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