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samvile18
Creator III
Creator III

Set analysis.....again!!

Hello everyone,

Hoping this will be a quickie for one of you clever clogs out there. I have the following syntax which calculates my Full Year budget, I need to amend it so it shows a YTD budget....does anyone know how I can do this?

Sum({$<Year = {2011},Measure={'Budget'}>}Value)/1000

Any help is greatly appreciated.

1 Solution

Accepted Solutions
swuehl
MVP
MVP

I assume you have also a Date field:

You need to limit your set expression also to the Date field:

=Sum({$<Year = {2011},Measure={'Budget'}, Date={"<=$(=today())"}>}Value)/1000

Regarding Point in Time reporting, I have found that article quite interesting:

http://iqlik.wordpress.com/2010/11/27/the-magic-of-set-analysis-point-in-time-reporting/

regards,

Stefan

View solution in original post

2 Replies
swuehl
MVP
MVP

I assume you have also a Date field:

You need to limit your set expression also to the Date field:

=Sum({$<Year = {2011},Measure={'Budget'}, Date={"<=$(=today())"}>}Value)/1000

Regarding Point in Time reporting, I have found that article quite interesting:

http://iqlik.wordpress.com/2010/11/27/the-magic-of-set-analysis-point-in-time-reporting/

regards,

Stefan

lironbaram
Partner - Master III
Partner - Master III

hei

assuming you have a date filed

then

Sum({$<Year = ,Month=,Qtr=,Day=, Date={">=$(=YearStart(Today())) <=$(=date(today()))"},Measure={'Budget'}>}Value)/1000

so what it does is diregarding selections in the time fields and putting the constreins on the date field