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To get current year YTD inforce value, I use this formula:
Sum({$<ValuationDate={'$(vCurrentDate)'}>}Inforce)
How would get the YTD inforce value for the previous year?
Valuation Date =
1/31/2016
2/28//2016
3/31/2016
4/30/2016
etc - the inforce values are measured by the last day of the month.
Is the vPYTD returning a value if you put in a KPI by itself? If not try this formula
vPYTD = AddMonths(Max(ValuationDate),-12)
Please post your formula you are using to create the variable 'vCurrentDate'. If it as simple as vCurrentDate = MonthEnd(Today()) then create another variable vPYTD = AddMonths(MonthEnd(Today()),-12) then your set analysis will look like this: Sum({$<ValuationDate={'$(vPYTD)'}>}Inforce)
vCurrentDate = =Date#(Max(ValuationDate))
vPYTD = AddMonths($(vCurrentDate),-12) does that work for you?
I added the vPYTD as =AddMonths($(vCurrentDate),-12)
and used this formula
Sum({$<ValuationDate={'$(vPYTD)'}>}Inforce)
but it did not return a value.
Is the vPYTD returning a value if you put in a KPI by itself? If not try this formula
vPYTD = AddMonths(Max(ValuationDate),-12)
I used
=AddMonths(Max(ValuationDate),-12)
and DID get a value! Thank you!
One more thing tho
=AddMonths(Max(ValuationDate),-12)
I need this for (Inforce) only. How would I incorporate Inforce?
I'm assuming Inforce is a dimension then? Use set analysis on the dimension and the dimension value.
=AddMonths(Max({$<[Dimension For Inforce]={'Inforce'}>}ValuationDate),-12)
Dan, This did not return a value for me.
vPYTD=AddMonths(Max({$<[Inforce]={Inforce}>}ValuationDate),-12) returns $0 value
Do you see anything I should change in this formula?
Kathy Parker | Manager, PMO and Document Management, | LSSGB
d 601.936.3250
2305 Lakeland Drive, Flowood, MS
ampublic.com<http://www.ampublic.com/>