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I am looking for some help with a set analysis.
I have the current headers:
Load | Document Type | Document Number | Assignment | Posting Date | Reference | Text | Year-Period | OrderLookup | Payment | Accrual |
I essentially need to get a sum of payments and accruals.
[Payments] happen on multiple [Posting Date]s, same with [Accruals].
Here is my problem. When I select a [Posting Date] as a filter, my Sum of [Payments] and [Accruals] are no longer accurate.
I need to select the [Posting Date] to find which [Load]s are effecting. Once I figure out which [Load]s, I need the sum of [Payments] on that specific [Posting Date], but I also need the sum of the [Accruals] regardless of date for those specific [Loads].
I am trying to do a set analysis with no success. Any help is greatly appreciated.
can you share a sample file to look into?
May be this
Sum(Payments) + Sum({<[Posting Date], Loads = p(Loads)>}Accruals)