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veldetta
Contributor III
Contributor III

set analysis ignore selection in calculation AND only show selected items

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? 

Labels (1)
2 Replies
sidhiq91
Specialist II
Specialist II

@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. 

veldetta
Contributor III
Contributor III
Author

@sidhiq91 

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

.