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I'm attempting to put together a financial statement that displays the current value based on the Max Date which is the quarter end date of 12/31/14. I am using the following expression that is giving me the correct values:
=Sum({$<[BS Date]={"$(=Date(Max([BS Date])))"}>}[Total Adjusted Fair Value])
I need to add a column that displays the values for the quarter end date of the prior year, 12/31/13, with no luck. Would adding -365 to the expression give me the prior year. The data is tagged with a 12/31/13 end date.
use addyears function
=Sum({$<[BS Date]={"$(=addyears(Date(Max([BS Date])),-1))"}>}[Total Adjusted Fair Value])
use addyears function
=Sum({$<[BS Date]={"$(=addyears(Date(Max([BS Date])),-1))"}>}[Total Adjusted Fair Value])
That worked. So if I wanted to make the label for the column dynamic what would be the expression. I'm currently using the following for the current year, 12/31/2014.
=max(([BS Date])) & 'Total Adjusted FV'
this should do it
addyears(max([BS Date]),-1)&' Total Adjusted XXX'