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Good morning everyone, all right?
As stated in the subject, I need to sum all records until a specific date. I found a way to do this at this link.
But there is a detail, the date cannot be predefined, it needs to be informed by the user through the filter.
When the date is entered, it must be used as the maximum date; otherwise, The most recent date must be taken into consideration. How to proceed?
Thank you very much in advance.
I think you are misunderstanding the solution you linked. This solution is dynamic to what date the user selects, there is no predefined date value.
In this formula:
sum({$<Date= {"<=$(=max(Date))"}>} Amount)
Date is a field.
That means the max date value possible in the field Date will be the limit.
Say you have these date values:
Date |
01/01/2019 |
01/09/2019 |
01/17/2019 |
01/31/2019 |
02/01/2019 |
With no selections the above expression will evaluate to:
sum({$<Date= {"<=02/01/2019"}>} Amount)
This would sum values 01/01/2019 - 02/02/2019
If a user selects '01/31/2019' in the filter, the expression would then evaluate to:
sum({$<Date= {"<=01/31/2019"}>} Amount)
This would sum values 01/01/2019 - 01/31/2019
I think you are misunderstanding the solution you linked. This solution is dynamic to what date the user selects, there is no predefined date value.
In this formula:
sum({$<Date= {"<=$(=max(Date))"}>} Amount)
Date is a field.
That means the max date value possible in the field Date will be the limit.
Say you have these date values:
Date |
01/01/2019 |
01/09/2019 |
01/17/2019 |
01/31/2019 |
02/01/2019 |
With no selections the above expression will evaluate to:
sum({$<Date= {"<=02/01/2019"}>} Amount)
This would sum values 01/01/2019 - 02/02/2019
If a user selects '01/31/2019' in the filter, the expression would then evaluate to:
sum({$<Date= {"<=01/31/2019"}>} Amount)
This would sum values 01/01/2019 - 01/31/2019
Thank you very much, I really got it wrong when I implemented that it wasn't working. Now yes, thank you very much;