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Issue with exclude in set analysis

Hi swuehl maxgro,

Below is my set analysis expression which works perfectly fine.

[Disc. Bal.]
/
SUM({< [Transaction ID]-={$(vTransactionIDsToExclude)}
,  $(vSecFilter)
>
+
<[Transaction ID]={$(vTransactionIDtoInclude)}>
+
<   [Active Flag] = {'Active'}
  ,  [Portfolio Code]={'1'}
  ,  [Company Code]={'1'}
  ,  [Region Code]={'60'}>


} TOTAL( [SEC Amort Discounted Balance]))

[Disc. Bal.] contains following expression:

SUM({< 
  [Transaction ID]-={$(vTransactionIDsToExclude)}
,  $(vSecFilter)
, [Original Term]={'>72'}>
+
< [Transaction ID]={$(vTransactionIDtoInclude)}
, [Original Term]={'>72'}>}[SEC Amort Discounted Balance] )
+
sum({1<   [Active Flag] = {'Active'}
  ,  [Portfolio Code]={'1'}
  ,  [Company Code]={'1'}
  ,  [Region Code]={'60'}
  ,  [Original Term]={'>72'} >
}
[SEC Amort Discounted Balance] )

But I now have a new requirement to exclude current selection. So I added '1' but now I'm getting very wierd results. Can anyone explain me the issue in my expression
Note: I only want to exclude from Active Flag, Portfolio COde, Company Code and Region Code.

[Disc. Bal.]
/
SUM({< [Transaction ID]-={$(vTransactionIDsToExclude)}
,  $(vSecFilter)
>
+
<[Transaction ID]={$(vTransactionIDtoInclude)}>} TOTAL( [SEC Amort Discounted Balance]))

+
sum({1 <   [Active Flag] = {'Active'}
  ,  [Portfolio Code]={'1'}
  ,  [Company Code]={'1'}
  ,  [Region Code]={'60'}>
} TOTAL( [SEC Amort Discounted Balance]))

Regards,

Sachin

1 Reply
swuehl
MVP
MVP

You've split your one sum into two, why have you done this?

And now only the first sum acts as divisor for the [Disc. Bal.] dividend.

All in all, a quite different expression. Won't be suprised if you get very different results.

Not sure what you are really trying to achieve, creating a correct set expression in complex cases as you seem to work on needs a thorough understanding of the data model. So I can't really tell more.