Sum values up to x numbers of months

[Anonymous]

Hello and thanks for helping me.

I want to sum the values of an excel spreadsheet but accumulated only up to x number of months, do not want the whole year. I have tried sum({$<Date={'$(=max([Accountdate]))'}>} budget) but it is not working,

Please

[Anonymous]

Try this:

You have to add a ID field in your table, unique for each row.

sum({$<ID={"=(Accountdate=MAX(DateRange))"}>}Budget)

DateRange refers to your other table where the latest date is stored.

Greetings,

Timo

[Anonymous]

HI Timo, i have tried but no luck, i did add another field in my table but the results is totally wrong

Thanks

[Anonymous]

Maybe it has to do with the dateformat.

Here you find my QlikSense file. Check my settings in the load script.

Hope it helps.

Greetings,

Timo

[Anonymous]

I have the same date as you are in your example, I managed to get the sum of the values with the same date (in your example 115 corresponds to Mar 2016), but I need to get the sum of values of the previous months as well including the latest.

Cheers

[Anonymous · Accepted solution]

You can then use the formula:

sum({$<ID={"=(Accountdate<=MAX(DateRange))"}>}Budget)

Good to know it works!

[Anonymous]

Hi Time Schrama,

Thanks a lot for your help. it works perfectly!!!@

Thank for taking the time.

Cheers

[oknotsen]

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