date variable on filtrering pivot table

[#1]

Hi to all!!

I´ve got a table with all historic capital movements of several companies. Of course it was buying and selling movements that they changed shareholders composition. To see that info, I create a pivot table report using company, shareholders and

SUM

({$<FINVEST={'<=$(=FINVEST'}>} NUM_SHARES)

So, if I select one FINVEST data, I get correct results. But there are lots of dates and that´s why I thought it could be better declaring a varaible (vFE_LIST) on a imput box properties. I changed formula into

SUM({$<FINVEST={'<=$(=vFE_LIST'}>} NUM_SHARES) , but 0 is my result. Wrong

Other thing I´m trying to get is each shareholder percentage at any time, using vFE_LIST. At that pont, apart from vFE_LIST problem, another come to my mind. How many shares has any company , while pivot table is showing me sareholders? If I use

SUM

(all{$<FINVEST={'<=$(=FINVEST)'}>} NUM_SHARES) , the expresion gives me sum of every shares of every companies. As this isn´t what I´m looking for, I tried to use AGGR(SUM(all{$<FINVEST={'<=$(=FINVEST)'}>} NUM_SHARES) , COMPANY), but another time is wrong

I started to do this things two days ago. I wil appreciate any help.

Thanks you, Fiber9906

[#2]

Anybody can help me?

[lironbaram]

hei

can you post an example file

i'll try to help you

[brenner_martina]

Hi,

it must be

SUM({$<FINVEST={'<=$(vFE_LIST)'}>} NUM_SHARES)

[#5]

Thank you for your replies, but I don´t have everything clear. I attached file to help me to solve my problem.

Thanks in advance, Fiber9906

[#6]

Hi,

I remember my last post. Anyone can help me?

Appreciated, Fiber9906

[Miguel_Angel_Baeyens · Accepted solution]

Hello,

I don't know if I'm getting your requirement right, but use the following three expressions

SUM({$<FINVEST={'<=$(=filter_day)'}>} NUM_SHARE)

SUM({1<FINVEST={'<=$(=filter_day)'}>} NUM_SHARE)

(note the "1" instead of "all".

SUM({<FINVEST={'<=$(=filter_day)'}>} NUM_SHARE) / SUM({<FINVEST={'<=$(=filter_day)'}>} TOTAL <COMPANY> NUM_SHARE)

Is that what you are looking for?

[#8]

Miguel Angel, your answer is ok one more time.

Lots of thaks!!!