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## Set Analysis all periods less than max selected period

I am creating a financial qlikview application.

Currently I have a Balance Sheet, a Income Sheet, and a General Ledger.

The Income Sheet and the general ledger can be used by period, for only one fiscal year at a time.

EX: Can select 3 to see only 3.

The Balance Sheet however needs all periods prior to the max fiscal period to show correctly due to the Opening Balance only being present on fiscal period 0

What would be the best way to write a set analysis to use on the balance sheet to tell it to take the balance for all periods less than the max selected period?

=num(sum({<fiscalperiod = {'<=max(fiscalperiod)'}>}if(fiscalperiod=0,0,creditamt + debitamt) +openbalance), if(Nextparent<>'Assets','(\$#,##0.00);\$#,##0.00','\$#,##0.00;(\$#,##0.00)'))

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## Set Analysis all periods less than max selected period

I found the solution after digging through the community.

=num(sum(

{\$< [Fiscal Period] = {"<=\$(=Max([Fiscal Period]))"}>}

(if([Fiscal Period]=0,0,creditamt + debitamt) +openbalance)),

if(Nextparent<>'Assets','(\$#,##0.00);\$#,##0.00','\$#,##0.00;(\$#,##0.00)'))

Not applicable

## Set Analysis all periods less than max selected period

I found the solution after digging through the community.

=num(sum(

{\$< [Fiscal Period] = {"<=\$(=Max([Fiscal Period]))"}>}

(if([Fiscal Period]=0,0,creditamt + debitamt) +openbalance)),

if(Nextparent<>'Assets','(\$#,##0.00);\$#,##0.00','\$#,##0.00;(\$#,##0.00)'))

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