Fiscal year set analysis -1 to current month

[#1]

hi i have the following statement to show the accumulated value for the fiscal year up until the current period today (August).

sum({$<FYear=, FYear={"$(=Dual(Max(fYear)-1 &'/'& Max(fYear), Max(fYear))"}>}Nettobelopp/1000)

i would like to look a the previous year also until August.

i have tried with -1 however to no avail,

any help is greatly appreciated.

i also have a calculation that shows me the current month if that can possibly help;

Sum({$<Month={$(=Month(Today()))}>}  Nettobelopp)/1000)

Best,

Bradley

[swuehl · Accepted solution]

Would be nice to have some more information about available fields / your data model.

In general, you shouldn't use a field twice in a set modifier, so in your first expression, QV doesn't know how to handle the multiple field selection for field FYear.

You can try something like

sum({$<FYear= {'$(=max(FYear))'}, Date = {"<=$(=today())"} >} Nettobelopp/1000)

Assuming you have a field called Date and your Date field format is like your standard DateFormat.

Instead of max(FYear), you should also probably pass in the value for today's financial Year, so maybe use

sum({$<FYear= {$(=year(today())-1 &'/'& year(today()))}, Date = {"<=$(=today())"} >} Nettobelopp/1000)

edit: You probably need to use a set identifier 1 or need to clear all other calendar fields the user may select in.