KB46458: How to create a Year to Date metric prompted on any month or quarter that does not require using a date attribute form or transformation tables

In Strategy Developer, it may be necessary to create a report that will calculate the year to date total of a metric. This can be achieved in multiple ways, but this Tech Note will focus on creating a Year to Date metric using a Month or Quarter attribute without using a transformation table.
 
STEPS TO CREATE YEAR TO DATE FILTER:

• Create an attribute element prompt that prompts on month. Make sure that both the minimum and maximum number of answers are 1 and that the prompt is required.
  
  

•           Display window for creating an attribute element prompt
• Create a filter using the prompt created above.
  
  

•           Month Elements Filter definition
• Create a report that only includes year on the grid. Add the filter created above to the report filter.
  
  

•           Example report that filters on year from Month Elements Prompt
• Create a filter with two qualifications. The first qualification is to use a shortcut to the report just created above. For the second filter, create an advanced qualification. (If the option for advanced qualification is not  visible as one of the filtering options, see KB5188, "'Add an Advanced Qualification' option is not displayed when creating a filter in Strategy Desktop 8.x.") In the advanced qualification, select the option for Custom Expression and put the following in the expression window:
  
  ApplyComparison("#0 <= #E1", Month@ID, ?)
  
  

•           Filter definition for Year to Date filter
  
  "Month_Element_Prompt" is the name of the prompt defined in step 1.
• For any metric that should be calculated as Year to Date, add the above filter to the conditionality of the metric. Now, the metric should display the year to date sum (or any function that is selected) for the month given in the prompt.

For additional methods for calculating the Year to Date total on a metric, see the following Tech Notes:
 
KB18025 - "How to create a year-to-date report without a relationship table in Strategy Desktop 8.x" - This Tech Note describes a method using dynamic dates to calculate the year to date metric, which requires an attribute with a date attribute form.
 
KB13932 - "How to create a report that displays a row for each of the months in a year up to a month specified in a report filter qualifications in Strategy Desktop 8.x and 9.0.x" - This Tech Note describes how to use a transformation table to create a month to date metric