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The pivot tabel has dimensions of Year and Period. The total does not add up to the amounts within each period. This is an example of the the experssion I am using If([PERNUM]>=(CURPER), Sum (CurFstDol),Sum (CURAMT)) . If I change the format to a straight table the total is correct. What am I missing?
At the year level, your IF condition cannot be resolved properly, because there are multiple months [PERNUM] within the year.
Quick and dirty fix is to move your IF condition within the SUM (the expression becomes "heavier" in terms of memory use):
Sum (If([PERNUM]>=(CURPER), CurFstDol, CURAMT)
If you don't experience any performance slowdown, this would be enough. Otherwise, you might consider using flags (see my Wiki page about it) or Set Analysis.
regards,
Oleg
Oleg - The Quick and dirity fix works great. To improve preformance I will also check out your Wiki page and Set analysis. Thanks for the help