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Anonymous
Not applicable

Need Help with Set Analysis

I am looking for some help with a set analysis.

I have the current headers:

LoadDocument TypeDocument NumberAssignmentPosting DateReferenceTextYear-PeriodOrderLookupPaymentAccrual

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.

2 Replies
vishsaggi
Champion III
Champion III

can you share a sample file to look into?

sunny_talwar

May be this

Sum(Payments) + Sum({<[Posting Date], Loads = p(Loads)>}Accruals)