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if one selects a year and a month, I want to show year to date values.
Example:
Chosing: 2018 and Mar
Should calculate everything from the beginning of that year (2018) till the end of selected month (March)
Im using this, but its not working
sum( {< DocType={'R','G'}, MainDate={">=$(=YearStart(sh_ActDatSelectedYear))<=$(MonthEnd('01.'&max(MainDateMonth)&'.'&max(MainDateYear)))"} >} Turnover_Factura )
It is just showing the values of the selected period (only march 2018), but not the whole year until end of march
sh_ActDatSelectedYear contains in that example '11.01.2018'
Not entirely sure what else might need to change, but you def. need an equal sign for the second part of your set modifier for MainDate
sum( {< DocType={'R','G'}, MainDate={">=$(=YearStart(sh_ActDatSelectedYear))<=$(=MonthEnd('01.'&max(MainDateMonth)&'.'&max(MainDateYear)))"} >} Turnover_Factura )
Iguess the problem is that the selection is on 2018 and march, not jan and feb, but i want to include those into my calculation, how do i do this. But not sure tho
I guess ignore selection in the Month field?
sum( {< DocType={'R','G'}, MainDate={">=$(=YearStart(sh_ActDatSelectedYear))<=$(=MonthEnd('01.'&max(MainDateMonth)&'.'&max(MainDateYear)))"},
MonthField >} Turnover_Factura )
Instead of specifying a range in the set, eg, Jan 1 < TargetDate < Selected Date, I find it easier to simply specify the year and the month separately.
Below is an example of prior year to date. CMOYR_YR and MonthYear are fields from the common calendar. vPriorYear, vPriorMonthYear, vMaxYear, and vMaxMonthYear are variables calculated from the current selection.
Current Year to selected date:
sum({<CMOYR_YR={'$(vMaxYear)'}, MonthYear={"<=$(vMaxMonthYear)"}>} AIMS.PSI_FER_FLAG_ICCA)
Prior Year to selected date:
sum({<CMOYR_YR={'$(vPriorYear)'}, MonthYear={"<=$(vPriorMonthYear)"}>} AIMS.PSI_FER_FLAG_ICCA)