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ttwward
Contributor
Contributor

Set Analysis: Summing an entire record's history

I am trying to get the cumulatrive number for a record. I have the number for the current cycle month, but would like the cumulative number as well. This the formula I am using in the expressions...

Cycle Loss Gain = Sum(TOTAL_LOSS_GAIN)

Cumulative Total Loss/Gain = sum( {$} [TOTAL_LOSS_GAIN] )

I only have one dimension = COMPANY_NAME.

What am I doing wrong?

Thanks in advance,

Trina

5 Replies
Not applicable

Use 1 instead of $.

Oleg_Troyansky
Partner Ambassador/MVP
Partner Ambassador/MVP

Trina,

the key question is what do you mean by "total"

- do you want to ignore Dimension values and get a total over all Companies? In this case, a prefix "Total" could help - sum(total Sales)

- do you want to ignore some of the date selections? then a set analysis with the modifiers to ignore some of the selection fields could help.

- do you want to ignore all selections and always get the total for the whole document? Then a Set Analysis {1} is a good choice

ttwward
Contributor
Contributor
Author

Thanks for quick response.

Changing to 1 gave me the correct cumulative. but now I get all 1800 companies listed instead of 20.

FieldsValues
SERVICER_ID20 of 1822
CYCLE11/2009


I have filtered on 20 companies. How can I get this to work to show only what I have selected.

COMPANY_NAMECycle Loss / GainCummulative Loss/Gain
1$0$9,716,856.48
2$0$0.00
3$347,146,185$7,126,605,529.11
4$0$0.00
5$495,319,517$7,334,199,708.99
6$0$10,536,547.00
7$0$123,885,328.10
8$0$13,114.25
9$0$0.00
10$0$80,913,810.08
11$0$14,145.21
12$0$80,997,336.64
13$0$4,015,735.57
14$0$0.00
15$0$0.00
16$0$0.00
17$0$0.00
18$0$0.00
19$0$0.00
20$0$0.00
21$0$0.00
22$0$6,444,195.80


ttwward
Contributor
Contributor
Author

I would like to sum according to the Dimension values to get the cummulative total for per company/row.

I would like to ignore the date range filter only

I also have another filter to filter on the ROLE (MASTER, TRUSTEE), there fore I would like the total to reflect this selection as well,

My filters were by Date = 11/2009 AND ROLE = MASTER AND TRUSTEE AND SEVICER_ID = 1,2 ,3,4, etc.)

Is there a way I can do this. I've already tried Sum(All <ROLE, COMPANY_NAME > TOTAL_LOSS_GAIN). But I get all 1800 rows as well

Thanks for your response.

Trina

ttwward
Contributor
Contributor
Author

In response to what I mean by total...

I would like to show the cumulative total to include counts from when the record was created. (Jan 2000 until the rundate of the report Nov 2009)