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I'm trying to create a summary of data within a text box to display total planned spend where a project falls within 1 of 3 categories
Within Budget
Total Plan Spend
Variance from Budget
Over Budget
Total Plan Spend
Variance from Budget
Unbudgeted
Total Plan Spend
Variance from Budget
My basic formula for Total Plan Spend is:
sum({$<TYPE={'Plan'},FISCAL_YEAR={$(vFiscalYear)}>} cost)
How do I insert logic to filter this summary to only include projects within budget?
My formula for determining a project is within budget is:
sum({$<TYPE={'Plan'},FISCAL_YEAR={$(vFiscalYear)}>} cost)
divided by
sum({$<TYPE={'Budget'},FISCAL_YEAR={$(vFiscalYear)}>} cost)
is equal or less than 100%
Maybe like
sum({$<
TYPE={'Plan'},
FISCAL_YEAR={$(vFiscalYear)},
Project = {"=sum({$<TYPE={'Plan'},FISCAL_YEAR={$(vFiscalYear)}>} cost) / sum({$<TYPE={'Budget'},FISCAL_YEAR={$(vFiscalYear)}>} cost) <=1"}
>} cost)
Maybe like
sum({$<
TYPE={'Plan'},
FISCAL_YEAR={$(vFiscalYear)},
Project = {"=sum({$<TYPE={'Plan'},FISCAL_YEAR={$(vFiscalYear)}>} cost) / sum({$<TYPE={'Budget'},FISCAL_YEAR={$(vFiscalYear)}>} cost) <=1"}
>} cost)
That solution worked perfectly. I tested it with one of the group summaries that I'm calculating and it worked without a hitch.
I've been working on this issue for a few days, and could not get it work as expected. Thank you, you're help is much appreciated!