Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

Setanalysis

Hi Everyone,

How to get the month end Account Balance by using setanalysis.

like i need to to show

1)month end account balance (only month end day)

2)last month month end date account balance

Thanks

3 Replies
Anil_Babu_Samineni

Here you go,

1.1) Create one field like

    if(monthend(TransactionDate) = TransactionDate, 1,0) as MonthEnd_Flag

1.2) Please use Set analysis like below

    Sum({<MonthEnd_Flag = {1}>} Amount)

2) For your second requirement, Use below

    Sum({<MonthEnd_Flag = {1}, Month = {'$(=AddMonths(Max(Month),-1))'}>} Amount)


Best Anil, When applicable please mark the correct/appropriate replies as "solution" (you can mark up to 3 "solutions". Please LIKE threads if the provided solution is helpful
prma7799
Master III
Master III

Anonymous
Not applicable
Author

Hi,

1)month end account balance (only month end day)

for this Requirement,

first derive the month end dates by using your date field and

then you can use this month end filed and you can use the sum of  account balance filed as expression on chart

it will gives the month end date wise account balances.




any by this you can also see the every month end date account balance.


Thanq.