Set Analysis Ignoring selections with default

[dana]

Hi,

I have an expression with a default Open orders period, and ignoring Invoice dates selections.

sum({<InvoiceYear=, InvoiceQuarter=, InvoiceMonth=, InvoiceWeek=, InvoiceDate=,OpenYear=, OpenQuarter=, OpenMonth=, OpenWeek=, OpenDate=, OpenDateKey={">=$(=Num(YearStart(Max(OpenDateKey)))) <=$(=Max(OpenDateKey))"}>}Amount)

The issue is: selection of Invoice year is not ignored when Open period  is selected by a user.
Can someone please explain why?

Thanks!

[Arthur_Fong]

Can you provide a sample app that shows what is the current result shown in the expression vs the expected result that should be displayed?

[dana]

Hi Arthur,

I Attached a sample model and screen captures.

I also updated the issue:  selection of Invoice year is not ignored when Open period  is selected by a user.

Thanks!

[Arthur_Fong]

Try this:

sum({<InvoiceIssueYear=, OpenYear=, OpenDateKey={">=$(=Num(YearStart(Max({<InvoiceIssueYear=>}OpenDateKey)))) <=$(=Max({<InvoiceIssueYear=>}OpenDateKey))"}>} Amount)

[dana]

Indeed, that works!

Frankly, I don't understand what you added, nor why it doesn't work without it..

What are the cases when dates selections are not ignored?

Thanks!

[Arthur_Fong · Accepted solution]

Max({<InvoiceIssueYear=>}OpenDateKey)

this will ignore the InvoiceIssueYear selection. 

The expression you did earlier is max(openDateKey).

So it will still evaluate without ignoring the  InvoiceIssueYear selection.

[dana]

Hi Arthur,

Would you kindly clarify why  InvoiceIssueYear= doesn't have the same impact?

Thank you!

[Arthur_Fong · Accepted solution]

sum({<InvoiceIssueYear=, OpenYear=, OpenDateKey={">=$(=Num(YearStart(Max({<InvoiceIssueYear=>}OpenDateKey)))) <=$(=Max({<InvoiceIssueYear=>}OpenDateKey))"}>} Amount)

This expression consists of 3 component to be evaluated:

1. sum(Amount)<<<This part you did well in ignoring those fields by InvoiceIssueYear=, OpenYear=.
2. OpenDateKey={">=$(=Num(YearStart(Max(OpenDateKey)))) <<<this part u did not insert the field to be ignored
3.  <=$(=Max(OpenDateKey)) <<< same as this

For the expression to work well, you have to add in "InvoiceIssueYear=" to the max(OpenDateKey), so that:

- when InvoiceYear is selected, it will ignore this selection and return the max(OpenDateKey)[eg:1/Oct/2019] to the base expression of:

• sum({<InvoiceIssueYear=, OpenYear=, OpenDateKey={">=[1/Jan/2019]<=[1/Oct/2019]"}Amount)