Can anyone help me with Set Analysis Problem on calculating the monthly total?

[#1]

Hi Experts,

Thanks for taking time to look at my question.

I want to calculate the monthly total quotes(for insurance) based on different areas. 

       First. I was trying to calculate the MTD (Month to Date) total quotes by using the expression as follow, I think it works.

        =sum({<Month = {$(=Month(Today()))}, Year = {$(=Year(Today()))},QuoteDate=>}QuoteCount)

       Then, I want to calculate the total quotes for previous two months separately(dynamic month): Dec( from Dec.1.2015--Dec.31.2015) and         last year Novenmer,but I don't know how to do it.  The data structure is as follow picture:

Can anybody help me with it? Thanks for all your help. Appreciate it!

[Chanty4u]

chk dis

Set Analysis for certain Point in Time

[jonathandienst]

Please post a sample qvw file with some representative data.

[PrashantSangle]

Hi,

are you calculating Month and Year field or it is already available in Database???

Considering you are calculating Month and Year field from QuoteDate

then

Expression for MTD

=sum({<QuoteDate={">=$(=date(monthStart(max(QuoteDate))))<=$(=date(max(QuoteDate)))"}>}QuoteCount)

MTD-1

=sum({<QuoteDate={">=$(=date(monthStart(addMonths(max(QuoteDate),-1))))<=$(=date(addMonths(max(QuoteDate),-1)))"}>}QuoteCount)

MTD-2

=sum({<QuoteDate={">=$(=date(monthStart(addMonths(max(QuoteDate),-2))))<=$(=date(addMonths(max(QuoteDate),-2)))"}>}QuoteCount)

Use AddMonths()

Regards