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gt_nyc
Contributor
Contributor

Set analysis with point in time reporting

I am trying to show the value of our sales pipeline over time: I have an independent generated calendar listing every Mondays and each Sales campaign is versioned with version validity dates.
So users should be able to pick a Monday and see the sales amount for all the versions valid at that time.

  • generated calendar field= report_date
  • versions field: version_fromdate, version_todate.

But no matter what I try, all versions are selected regardless of their date range:

sum({$<report_date={'>=version_startdate'}> * <report_date={'=<version_enddate'}>} booking_line.prorated_net_amount)

or

sum({<report_date={"$(='>=' & Date(version_startdate) & '<' & Date(version_enddate))"}>} booking_line.prorated_net_amount)

 

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