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Anonymous
Not applicable

how to ignore date filter in a cashflow rangesum expression?

Hi,

I used the below expression to create a cash flow accumulating balance bar chart.

rangesum (above(Sum({<Date>}income)-Sum({<Date>}expense),0,RowNo()))

Below is a snapshot of what the result looks like. It works perfectly as long as i don't filter on the date. How do I lock the date filter and leave the option to filter on other fields  (the data is taken from 3 different banks, i want to be able to filter on each one and get the correct accumulating balance). I am sure it is possible with Set Analysis but i can't get the syntax right.

thanks in advance for your help.

11 Replies
sunny_talwar

Try one of these:

=RangeSum(Above(Sum({1<[bank name] = P([bank name])>} income) - Sum({1<[bank name] = P([bank name])>} expense), 0, RowNo()))

or

=RangeSum(Above(Sum({1<[bank name] = $::[bank name]>} income) - Sum({1<[bank name] = $::[bank name]>} expense), 0, RowNo()))

The above two expression will work slightly differently based on the selections made. I suggest trying them out to see which one fits your requirement.

rogerioqv
Creator II
Creator II

Use: angesum (above (Sum ({1<[bank name]=$::[bank name]>} income) -Sum ({1<[bank name]=$::[bank name]>} expense), 0, RowNo ()))