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Help with Table Expression?

I have a table with all my outstanding invoices(Customer, Inv Date and Amount) . I am trying to create an age analysis for this - current 30 days and 60 +.

When I do a table with invoice as the dimension it works but when i want to summarize by customer it only calcs the ones with only one invoice.

The expression I use is the following:

 

if([Ageing] <= 31, Sum(InvoiceBal2), '') etc.

I would assume the reason the summary per customer doesnt work is that it doesnt know what the ageing is per customer when there are multiple invoices with different ageing.

Any suggestion how to overcome this?

1 Solution

Accepted Solutions
swuehl
MVP
MVP

If you want to use a set expression instead the if, try:

=Sum( {<[Ageing] = {"<=31"} >} InvoiceBal2)

View solution in original post

7 Replies
swuehl
MVP
MVP

Include the condition into the aggregation:

= Sum( if([Ageing] <= 31, InvoiceBal2))

nirav_bhimani
Partner - Specialist
Partner - Specialist

Hi,

Use aggr fuction with it.

Regards,

Nirav Bhimani

Not applicable
Author

 

=Sum({<[Ageing]<=31>}InvoiceBal2) ?? like this

Not applicable
Author

Hi

I dont know the aggr function - can you give me examble please

Does it make a difference if ageing is a calculated field and how whould you change my expression?

if([Ageing] <= 31, Sum(InvoiceBal2), '')

swuehl
MVP
MVP

If you want to use a set expression instead the if, try:

=Sum( {<[Ageing] = {"<=31"} >} InvoiceBal2)

Not applicable
Author


Does it make a difference because ageing is a calculated field? I get it from deducting the invoicedate from a variable.

 

Nirav I am not to sure how the aggr function works - can you give me an examble?

nirav_bhimani
Partner - Specialist
Partner - Specialist

Hi,

Syantax Aggr(Expression, GroupByFiledName)

Aggr( Sum( {<[Ageing] = {"<=31"} >} InvoiceBal2) , customer )

Regards,

Nirav Bhimani