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b_garside
Partner - Specialist
Partner - Specialist

Conditional Summation against a Date

I have a table were I want the summation to only work when a records Month is in range.

My example below I hope illustrates my goal.

The Closed date column should only show a value for Dec 2013 since the opportunity was closed that month.

But instead it shows the value for each month.  The Active column is the inverse were it should show For Oct-Nov.

2014-01-28_140954.png

Active

Sum({<Status_CRM = {"1"}  >}dol_PV_YR1)

Closed:

Sum( {< Stage = {'>=8<=11'} >} dol_PV_YR1)


proposed: lost on this?

If( CloseDate = Max(CloseDate) , Sum( {< Stage = {'>=8<=11'} ,Stage_Gate=,Status_CRM=,Status=    >} dol_PV_YR1)/1000 )

1 Solution

Accepted Solutions
Nicole-Smith

Have a look at the file I have attached.  It should give you what you need.

View solution in original post

5 Replies
Not applicable

upload QVW file

b_garside
Partner - Specialist
Partner - Specialist
Author

Ok, I uploaded a QVW. Thanks

Nicole-Smith

Have a look at the file I have attached.  It should give you what you need.

b_garside
Partner - Specialist
Partner - Specialist
Author

Thanks Nicole!  This is what I needed.