The lovely YTD expression :0(

[rbrown24]

Hello all;

I have a bit of an issue, I want to display the YTD on my line graph by month. Unfortunately I cant upload any contents due to the highly sensitive nature of the data. I used this expression which I pulled from one of you in the community, which now has my fields listed:

=Sum({<YearNBR={$(=Max({1}YearNBR))}>} JournalAmount)

the expression worked great initially because no matter what month/year I selected it remained as the current year data, however; when I reloaded, the charts no longer disregards all selections. All I want to do is have the chart(s) stay at the sum of the journal entries by month for the current year regardless of what month/year is chosen. Below is a snapshot of the chart, expression and date filters on the left. Any help on this would be much appreciated! uhhhggggg btw I have section access set up on this dashboard as well

[sunny_talwar · Accepted solution]

May be try this

=Sum({1<YearNBR={$(=Max({1}YearNBR))}>} JournalAmount)

[rbrown24]

Hello Sunny,

I appreciate your response, when I tried your suggestion it affected the sum, but it did hold the year view any idea why?

[sunny_talwar]

affected the sum? does that mean the value of sum changed? May be you don't want to ignore all selections, but only a few of them? If that is true, then maybe try like this

=Sum({<YearNBR={$(=Max({1}YearNBR))}, Year, Month, Quarter, QuarterYear, MonthYear>} JournalAmount)

The above expression ignores selection in few Date and Time related fields, but respect selection in everything else.

[rbrown24]

yes the value of the sum changed, I will give it a shot and let you know

[rbrown24]

Uhhgg my apologies Sunny, your 1st suggestion did work I put the expression on the wrong chart without updating my field name....it figures. Thankyou! I will mark your 1st response as correct/answered