Annual Amount for Current Year

[rchiew604]

Created a pivot with current year Actual vs Budget amount. There's a 'Month' filter which users can select months so they can review the cumulative actual vs budget amount. That is all working fine.

Now, need to include a 'Annual Budget' field which will always to default to current year total budget amount regardless of the month filter.

Below is the 'Budget CY' expression:

num(sum({<[Ledger Type]={$(vBudgetLedgerCurrent)},Source={'F0902'},[JDE.Year]={$(=$(vV_CurrentYear))}>}Amount/100),'#,##0')

It works fine for the cumulative CY budget field but having trouble with the new 'Annual Budget' field. Is it that I have to add {1} to the above expression?

[sunny_talwar · Accepted solution]

You can add 1 or you can just ignore selection in Month field

Num(Sum({<[Ledger Type] = {$(vBudgetLedgerCurrent)}, Source = {'F0902'}, [JDE.Year] = {$(=$(vV_CurrentYear))}, Month>} Amount/100),'#,##0')

[sunny_talwar]

Or this

Num(Sum({1<[Ledger Type] = {$(vBudgetLedgerCurrent)}, Source = {'F0902'}, [JDE.Year] = {$(=$(vV_CurrentYear))}>} Amount/100),'#,##0')

But then this will ignore all selections made in your dashboard...

[rchiew604]

Perfect. The one to ignore month works. Thanks.