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Conditional Summation against a Date

I have a table were I want the summation to only work when a records Month is in range.

My example below I hope illustrates my goal.

The Closed date column should only show a value for Dec 2013 since the opportunity was closed that month.

But instead it shows the value for each month.  The Active column is the inverse were it should show For Oct-Nov.

2014-01-28_140954.png

Active

Sum({<Status_CRM = {"1"}  >}dol_PV_YR1)

Closed:

Sum( {< Stage = {'>=8<=11'} >} dol_PV_YR1)


proposed: lost on this?

If( CloseDate = Max(CloseDate) , Sum( {< Stage = {'>=8<=11'} ,Stage_Gate=,Status_CRM=,Status=    >} dol_PV_YR1)/1000 )

1 Solution

Accepted Solutions

Re: Re: Conditional Summation against a Date

Have a look at the file I have attached.  It should give you what you need.

View solution in original post

5 Replies

Re: Conditional Summation against a Date

Not applicable

Re: Conditional Summation against a Date

upload QVW file

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Re: Conditional Summation against a Date

Ok, I uploaded a QVW. Thanks

Re: Re: Conditional Summation against a Date

Have a look at the file I have attached.  It should give you what you need.

View solution in original post

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Re: Conditional Summation against a Date

Thanks Nicole!  This is what I needed.