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Anonymous
Not applicable

Sum Maximum date

Dear all.

I am having problems with the following and sincerely I know it is going to be a very simple thing for you but I am not able to solve it.

I have to tables one with Actual Sales with monthly information for several years and i have another table with Budget same format. My applications is showing ok YTD information (currently March) and i can make comparisons between both tables, but the problem is when i try to compare YTD sales vs Full year Budget, meaning, accumulate Sales from Jan 2017 to March 2017 and compared it with the sum of all months of the budget until dec 2017, I am not able to get the later, it always gives me YTD.

Budget date field format is 01/01/2017 (DD/MM/YYYY)

Please help

Thanks

4 Replies
Anil_Babu_Samineni

Can you share sample application and expected result, May be

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
tyagishaila
Specialist
Specialist

Share sample application, or at least share what expressions you are using to calculate/compare YTD sales vs Full year Budget.

Anonymous
Not applicable
Author

Hi Anil, Shaila

the expressions i am using are:

=Sum({<SalesYear=,SalesMonth=>}Budget for budget

and

=sum(AMOUNT) for sales

both are OK for YTD information (as of Mach), but i want budget expression to give the FY2017 sum.

these are the tables i am using.

Thanks again

         

Budget Table
Sales Table
CountryBudgetDateBudgetSalesDateYTD Sales9.947.851,5
UK01/01/2017155.584,801/01/20163.104.235,0YTD Budget311.169,6
UK01/02/2017155.584,801/02/20169.655.618,1
UK01/03/2017155.584,801/03/20166.025.539,6FY Budget2.022.602,0
UK01/04/2017155.584,801/04/20164.812.765,2
UK01/05/2017155.584,801/05/20163.623.366,5
UK01/06/2017155.584,801/06/201626.065.827,1
UK01/07/2017155.584,801/07/20166.497.854,9
UK01/08/2017155.584,801/08/20166.196.406,6
UK01/09/2017155.584,801/09/20166.812.497,5
UK01/10/2017155.584,801/10/20164.571.271,9
UK01/11/2017155.584,801/11/201618.364.938,7
UK01/12/2017155.584,801/12/201615.890.171,0
UK01/12/2017155.584,801/01/20173.325.980,0
01/01/20176,621,871,5
ahaahaaha
Partner - Master
Partner - Master

Hi Victor,

May be just remove the {<SalesYear=,SalesMonth=>} selection exception for the budget field?

Regards,

Andrey