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Question

YTD Item and Forecast Months

  • March 4, 2026
  • 2 replies
  • 22 views

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  • Apprentice Author

Hello, 
 

I'm still pretty new to Pigment and I'm creating some BvA reporting. I'm trying to figure out how to do the below:

  1. Show YTD calcs that aligns with the months we have actuals for. In this case, we have actuals for Jan and Feb, so I'd like the YTD calcs to be for Actuals, Budget and the Variance. Actuals and Budget are versions and Variance is a calculated item.
  2.  Have a view that shows the latest actuals month and YTD calcs in the same table. Ideally it would be Actuals, Budget and Variance for Feb and Actuals, Budget and Variance for YTD. We probably need a view that includes all the trailing months broken out but I'd like to start with the above if possible.

Thank you!

2 replies

Min Li
Master Helper
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  • Master Helper
  • March 6, 2026

You can create a separate metric for YTD using YEARTODATE() and put it together with the original to do variance analysis. So, if you select a specific month, you can see both actual amount and YTD amount in that month.


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  • Author
  • Apprentice Author
  • March 6, 2026

Hi Min Li! 

Thanks a bunch for the suggestion. What is the benefit of creating a separate metric vs using a calculated item? The P&L has 26 metrics on it currently so I'm not sure how that would look.