Set Analysis- Sum based on different month values

Kayde_72 — Tue, 22 Mar 2022 16:41:05 GMT

I want to sum up the amount of four different fields. Three of them I need based on the current month. The last one I need based on next month's summation of the field [PD.Statement Line Amount]. Below is what I currently have but I am not sure if it works. There will not be a "max month" in my data since I am trying to find this within historical data. The result I am looking for is in the picture. It will be broken down by the year, month, and then the different amounts. The results Any help would be appreciated! Dont worry about the overall formula, it works fine, just trying to figure out the last bit in bold.

(((Sum([OS.Payment Amount])+ Sum([IS.Payment Amount]))- Sum([VD.Payment Amount])

- Sum({$<[CanonicalDate.autoCalendar.Month] = {$(=Max([CanonicalDate.autoCalendar.Month]) + 1)}>}
[PD.Statement Line Amount]))

topic Set Analysis- Sum based on different month values in App Development

Set Analysis- Sum based on different month values