Hi Zoho Analytics gurus,
I need to produce a head of sales-related charts that show on Year to Date comparisons from the current and previous years.
I have attempted to use the YTD() formula - eg. ytd(sum("Opportunities"."Amount"),"Opportunities"."Closing Date")
However, the data displaying is completely wrong. After a lot of experimentation, I am beginning to think the YTD function is basing its calculations solely on calendar year, and ignoring the organistion's financial year settings in the workspace. Either that or I am simply using is incorrectly.
Can someone please confirm if the YTD formula uses the workspace year setting, or always uses the calendar year.
If it is based on calendar year, it is effectively means that financial YTD reports cannot be be produced.