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Gettting last value of period & a line chart question

Hi,

  • 1. I have a table containing day's balance per account

Account_Number

Date

Balance ()



I would like to present on a chart/pivot the last balance per a selected period.

For example

For Year period- the last balance, per account, dating 31/12/2009..

For quarter period- the last balance, per account, dating 30/6/2009...

Selecting period type should be done through cyclic/drill down group, with preferably one expression.

Can this be done?

  • 2. On a line chart, is it possible a trend on days, for example, but the X-axis presented in Month?

error loading image

Thanks in advance,

Dror

1 Reply
sparur
Specialist II
Specialist II

Hi, Dror

1)

You must to have a calendar Table, where divide your date field.

for example,

LOAD DISTINCT

Date, Year(Date) as Year, Month(Date) as Month

RESIDENT TransTable;

then you can crate chart with expression as: sum({<Date = {"<=$(=max(Date))"}>} Balance).