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Sum and Filtering using dates

I am attempting to create an expression that allows me to sum a value based on the max date. I am able to successfully get this to work with the following:

BS Fiscal Year Column = 2014

Sum({$<"BS Fiscal Year"=

{$(=max("BS Fiscal Year"))}>}

[Total Adjusted Fair Value])

Balance Sheet.png

When attempting to do the same, but using a date formatted MM/DD/YYYY

BS Date Column = 12/31/14

Sum({$<"BS Date"=

{$(=max("BS Date"))}>}

[Total Adjusted Fair Value])

I am not getting any results.  Any idea why?

1 Solution

Accepted Solutions
sunny_talwar

Little typo, this may still not work, but give it a shot

=Sum({$<[BS Date]= {"$(=Date(Max([BS Date]), 'MM/DD/YYYY'))"}>} [Total Adjusted Fair Value])

View solution in original post

5 Replies
sunny_talwar

Try this instead:

=Sum({$<[BS Date]= {"$(=Date(Max([BS Date]), 'DD/MM/YYYY'))"}>} [Total Adjusted Fair Value])

HTH

Best,

Sunny

Not applicable
Author

Sunny,

Thanks for the prompt reply, but this did not work.

sunny_talwar

Little typo, this may still not work, but give it a shot

=Sum({$<[BS Date]= {"$(=Date(Max([BS Date]), 'MM/DD/YYYY'))"}>} [Total Adjusted Fair Value])

Not applicable
Author

Sunny,

Thank you.  That one worked.

sunny_talwar

Cool, Stupid mistake on my end, but glad it got quickly resolved.

Best,

Sunny