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I have the following set analysis
sum({1<DATE={">=1/1/2022"}>}AMOUNT)
I have a selection field called 'MONTH_VARIANCE'.
I want the set analysis to show all records despite a selection in 'MONTH_VARIANCE', however, I only want to filter for the dimension that matches has the 'MONTH_VARIANCE' selections in it.
How would i rewrite my set analysis statement?
@veldetta I am not sure if I understand your requirement correctly.
But if you wanted to ignore the MONTH_VARIANCE selection and not other dimensions then you can use the below expression.
sum({<DATE={">=1/1/2022"}, MONTH_VARIANCE = >}AMOUNT)
Please let me know if this worked. Or if you are looking for something else.
I have the following table from script:
ID | Product | Date | Month | Amount | Month Variance | Amount Variance | Variance Range |
123456 | Product 2 | 5/31/2022 | May | -14369 | May - Apr | -14369 | ($80M)-0 |
123456 | Product 1 | 5/31/2022 | May | 1500000 | May - Apr | 1500000 | > $350M |
123456 | Product 3 | 5/31/2022 | May | 5943445 | May - Apr | 5943445 | > $350M |
123456 | Product 2 | 6/30/2022 | Jun | 0 | Jun - May | 14369 | $1 - $80M |
123456 | Product 1 | 6/30/2022 | Jun | 505680.37 | Jun - May | -994319.63 | < ($350M) |
123456 | Product 3 | 6/30/2022 | Jun | 6718530 | Jun - May | 775085 | > $350M |
123456 | Product 2 | 7/31/2022 | Jul | -13423 | Jul - Jun | -13423 | ($80M)-0 |
123456 | Product 1 | 7/31/2022 | Jul | 605739.81 | Jul - Jun | 100059.44 | $80M - $350M |
123456 | Product 3 | 7/31/2022 | Jul | 7630697 | Jul - Jun | 912167 | > $350M |
which is put into a straight table that looks like this:
ID | Product | May | [May]-[Apr] | June | [June]-[May] | July | [July]-[June] | YTD | Variance YTD |
$7,429,076 | $7,429,076 | $7,224,210 | -$204,866 | $8,223,014 | $998,803 | $8,223,014 | $8,223,014 | ||
123456 | Product 3 | $5,943,445 | $5,943,445 | $6,718,530 | $775,085 | $7,630,697 | $912,167 | $7,630,697 | $7,630,697 |
123456 | Product 1 | $1,500,000 | $1,500,000 | $505,680 | -$994,320 | $605,740 | $100,059 | $605,740 | $605,740 |
123456 | Product 2 | -$14,369 | -$14,369 | $0 | $14,369 | -$13,423 | -$13,423 | -$13,423 | -$13,423 |
When I select [Month Variance] = 'Jul - Jun' and /or [Variance Range] = '> $350M' the table should show like this...
ID | Product | May | [May]-[Apr] | June | [June]-[May] | July | [July]-[June] | YTD | Variance YTD |
$5,943,445 | $5,943,445 | $6,718,530 | $775,085 | $7,630,697 | $912,167 | $7,630,697 | $7,630,697 | ||
123456 | Product 3 | $5,943,445 | $5,943,445 | $6,718,530 | $775,085 | $7,630,697 | $912,167 | $7,630,697 | $7,630,697 |
instead, I'm getting this:
ID | Product | May | [May]-[Apr] | June | [June]-[May] | July | [July]-[June] | YTD | Variance YTD |
$0 | $0 | $0 | $0 | $7,630,697 | $912,167 | $7,630,697 | $912,167 | ||
123456 | Product 3 | $0 | $0 | $0 | $0 | $7,630,697 | $912,167 | $7,630,697 | $912,167 |
or this
ID | Product | May | [May]-[Apr] | June | [June]-[May] | July | [July]-[June] | YTD | Variance YTD |
$0 | $0 | $0 | $0 | $7,630,697 | $912,167 | $7,630,697 | $8,223,014 | ||
123456 | Managed Investments | $0 | $0 | $0 | $0 | $7,630,697 | $912,167 | $7,630,697 | $7,630,697 |
123456 | Banking | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $605,740 |
123456 | Custody | $0 | $0 | $0 | $0 | $0 | $0 | $0 | -$13,423 |
(when i used sum({1<DATE={">=1/1/2022"}>}AMOUNT))
Notice that May / June and the respective variances are showing 0s and the Variance YTD is just matching the Month Variance selected. With those selections, I only want to see 1 line item with the values for the other months / variances unchanged. Been struggling with this for hours.
sum({1<DATE={">=1/1/2022"}>}AMOUNT) shows everything but I wanted to return those IDs that has the selected Month Variance
.