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Aggregating Values based on Max Date and Max Date -365

I'm attempting to put together a financial statement that displays the current value based on the Max Date which is the quarter end date of 12/31/14.  I am using the following expression that is giving me the correct values:

=Sum({$<[BS Date]={"$(=Date(Max([BS Date])))"}>}[Total Adjusted Fair Value])

I need to add a column that displays the values for the quarter end date of the prior year, 12/31/13, with no luck.  Would adding -365 to the expression give me the prior year.  The data is tagged with a 12/31/13 end date.

1 Solution

Accepted Solutions
ramoncova06
Specialist III
Specialist III

use addyears function

=Sum({$<[BS Date]={"$(=addyears(Date(Max([BS Date])),-1))"}>}[Total Adjusted Fair Value])

View solution in original post

3 Replies
ramoncova06
Specialist III
Specialist III

use addyears function

=Sum({$<[BS Date]={"$(=addyears(Date(Max([BS Date])),-1))"}>}[Total Adjusted Fair Value])

Not applicable
Author

That worked.  So if I wanted to make the label for the column dynamic what would be the expression.  I'm currently using the following for the current year, 12/31/2014.

=max(([BS Date])) & 'Total Adjusted FV'

ramoncova06
Specialist III
Specialist III

this should do it

addyears(max([BS Date]),-1)&' Total Adjusted XXX'