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Year to Date for Fiscal Year using Range Sum function

Hi All,

I try to use RangeSum for YTD calculations. As you can see in the photo attached it work well when I select the maximum date (in this case September 2014), however if you choose October (there is no data for October yet) it still shows September figure which is distorting the data.

What I want to achieve is make any date beyond September 2014 unselectable as the data is not yet available.

Here is the set expression that I used.

=rangesum( above( sum({$<[Exec P&L Heading]={'NET PROFIT/ (LOSS)'},fYear = {"$(=Max(fYear))"},fMonth=,Quarter=, Year =, FMonth =, FYear =, Date, Year=,Quarter=, YearMonth = {"<=$(=max(YearMonth))"},Month= >} Amount*-1),0,12))

Is there any way to change 0,12 set values to 0, Max(Date)?

Many thanks in advance,

Chris

YTD issue.png

1 Reply
ecolomer
Master II
Master II

see this:

Fiscal Year