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Hey everyone,
I am working with a set of banking records. I need to be able to count the closed accounts where their close date is within the last month and does NOT have a closing balance of zero. I am able to get the count of the closed within the last month with the following set analysis:
Count({ <Deposits_close_dt={">$(= Date(MonthEnd(AddMonths(GetFieldSelections(([Production Date])),-1)), 'YYYY-MM-DD')) <= $(= Date(([Production Date])))"}> }Distinct acct_nbr)
So I am wondering, do any of you know how to then filter these account to show the count where their closing balances are not zero. I tried an if statement with the above set analysis as the then section, but got no result. Would I be able to do a set analysis within a set analysis? I will try to include some sample data. Any help is appreciated!
Thank you,
Liam Grover
Hi,
try this:
Count({ <Deposits_close_dt={">$(= Date(MonthEnd(AddMonths(GetFieldSelections(([Production Date])),-1)), 'YYYY-MM-DD')) <= $(= Date(([Production Date])))"},acct_nbr={"=sum([closing balances])>0"}> }Distinct acct_nbr)
PS: verify your closing balances field name
Hi,
try this:
Count({ <Deposits_close_dt={">$(= Date(MonthEnd(AddMonths(GetFieldSelections(([Production Date])),-1)), 'YYYY-MM-DD')) <= $(= Date(([Production Date])))"},acct_nbr={"=sum([closing balances])>0"}> }Distinct acct_nbr)
PS: verify your closing balances field name
May be this
Count({<Deposits_close_dt = {">$(=Date(MonthEnd(AddMonths(GetFieldSelections(([Production Date])),-1)), 'YYYY-MM-DD'))<=$(=Date(([Production Date])))"}, [Closing Balance] = {'>0'}>} Distinct acct_nbr)
Perfect, Thanks for the fast response!
You're welcome