I have sent this through to Zoho Support however so far they havent been able to come up with an answer. I have 2 problems to solve as follows:
Sales Month on Month Calc
I would like to create a widget that shows the sales for last month (e.g. Mar 22) vs the sales for the same month last year (e.g. Mar 21) on a relative basis so that I don't have to manually update the widget each month.
Sales YTD
I wish to create a table that will give me the YTD sales for this financial year and the YTD sales for the prior financial year up to the end of the last month (i.e. excluding the current month sales for this year and last year).
I have tried the following formula which gives me the the YTD up to and including the current month and then filter out the current month for this financial year in the report filter, but I cant filter out the current month for the last financial year.
YTD(sumif("Journals (Xero)"."Account Name" in ('Sales'),"Journals (Xero)"."Converted Net Amount",0),"Journals (Xero)"."Journal Date",4)
Any solutions would be appreciated.