Set analysis question...sets within sets

[#1]

Hi all --

I'm very new to QlikView and am having trouble with a trend analysis I have to do for our users.  In my "transaction" table, I have semi-monthly snapshots of certain data so I always need to pull the most recent set (depending on date selections) in my reports.  I understand how to do this and have it working, however I now need to do a monthly trend, so rather than pulling the max transaction date from the table for the date range specified, I have to now find the max date for each month rather than the entire set of data. 

I feel like I'm mucking up the scenario a bit, so here's a breakdown of what I'm doing:

Get a set where the transaction type = 'A' for the year of 2011

In cumulative reports, I would further reduce the set to only those transactions where the transaction date = max(transaction date) and calculate the item value.

For the trend report, where I'm using the month/year as a dimension,

I need to look at the set where transaction type = 'A' month by month and calculate the value where the transaction date is the max transaction date for that month (since it's a semi-monthly snapshot there are potentially two different transaction dates per month).

I'm guessing I need to use an aggr function, but I'm not sure where or how to do that.

Has anyone run across a similar scenario and/or have ideas on how to meet this business requirement?

Thanks,

Leigh

[danielrozental]

Leigh, yes, you can do this with AGGR but since you have just two snapshots per month wouldn't make more sense to just add a flag to mark the ones that are the max for that month?

[#3]

For this particular scenario adding a flag would make the solution easier, yes.  However, I fully anticipate a need to use both snapshots, not just the max one, so adding a flag for this one scenario doesn't seem like the optimal solution since it is situation specific.