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Hello All,
I am stumped. I need to get the total of a field where we are showing cumulative sum using rangesum in a table (by program). We don't want to sum all for this field though, we need to limit total to current year and beyond.
Here is the table displayed currently:
The formula for the last column is correct. I now need to only display the rows with the red highlight (the sum total for the displaying years for each program).
Something like this:
Program | FCF (Total) |
61 | -7.46 |
86 | 131.79 |
62 | 1.26 |
I have tried many combinations of max(aggr...) but I can't seem to get it right.
Can someone help me out? Or any suggestions?
Here is my cumulative formula (the last column highlighted above in green):
RangeSum(Above(
(Sum ( {<Version_PROG = {'Profit & Loss'}
,VersionName_PROG={'FCF'}
>} ValueGroupCurrency_PROG ))
*
(1/(Pow(1+(
Avg(distinct{$<Version_PROG= {'Financials'}
,VersionName_PROG= {'WaCC'}
>}total Quantity_PROG) ),RowNo(total)-1)))
,0,RowNo()))
As always....thank you in advance!!!
Hi @data_RN ,
if you have a field that represents the year in your data model, you can try adding it in your formula like this:
RangeSum(
Above(
Sum(
{<Version_PROG={'Profit & Loss'},
VersionName_PROG={'FCF'},
Year={'$(=Max(Year))'}>}
ValueGroupCurrency_PROG
)
* (1 / Pow(1 + Avg(distinct{<Version_PROG={'Financials'}, VersionName_PROG={'WaCC'}>} Total Quantity_PROG), RowNo(total) - 1)),
0,
RowNo()
)
Thanks @F_B . I've tried it similarly, but it seems to need the previous cells to calculate using the "Above" action. I haven't used it before, but when I remove the year, the calculation totals are completely wrong. Is there an easy way to limit the years between current year and max?
How about this?
RangeSum(
Above(
Sum(
{<Version_PROG={'Profit & Loss'},
VersionName_PROG={'FCF'},
Year={">=$(=Year(Today()))<=$(=Max(Year))"}>}
ValueGroupCurrency_PROG
)
* (1 / Pow(1 + Avg(distinct{<Version_PROG={'Financials'}, VersionName_PROG={'WaCC'}>} Total Quantity_PROG), RowNo(total) - 1)),
0,
RowNo()
)