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Set Analysis - Last 3 Months of Last Year

Here is my current syntax that is not working.

=sum({$<Year={$(=Max(Year)-1)}, MonthID = {">$(#=max(MonthID)-3) <=$(#=max(MonthID))"}> }Cnt)

What am I doing wrong?

10 Replies
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Author

here's a pointer: Last 3 months will always be specific - like Oct, Nov & Dec if you're using Calendar year....if you're using Fiscal year, then whatever are the last 3 months according to your FY. So you could be more specific with the months or MonthIDs in the set exp above.

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Author

I would like the expression to grab the last 3 months from the current date. Then they would be able to select April, and get Feb, March, April. MonthID's 1,2,3.

Is that what your looking for?

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Author

Please try the below expression:

=sum({$<Year={"$(=Max(Year)-1)"}, MonthID = {">$(=max({<Year={"$(=Max(Year)-1)"}>} MonthID)-3) <=$(=max({<Year={"$(=Max(Year)-1)"}>} MonthID))"}> }Cnt)

Kiran.

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Author

So that value that is close, but it off just a little bit. It looks like it is a date issue.

But its a good start, thanks.

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Author

Also, this works fine with no selections, but say I select April. I would like to see that last 90 days from that point. How would the expression need to be changed for that scenario?

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Author

Also, I forgot to add this titbit.

This is a variable I'm using for current year rolling 3 months.

This is the expression I'm using

=sum($(vSetRolling3)Cnt)

Let vSetRolling3 = '{$<MonthID = {">=' & Chr(36) & '(=Max(MonthID) - 2)<=' & Chr(36) & '(=Max(MonthID))"},' & Chr(10) &

                                        'Date = ,' & Chr(10) &

                                        'Year = ,' & Chr(10) &

                                        'Quarter = ,' & Chr(10) &

                                        'Period = ,' & Chr(10) &

                                        '[Period (#)] = ,' & Chr(10) &

                                        'Month = >}';

But I couldn't figure out how to drop the variable into the expression to make it last year. I'm sorry that I forgot to add this earlier.

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Author

=sum({$<Date={"<=$(=Max(Date)-90)"}} Cnt). Hoping you have a date fields on which you created calender fields.

Kiran

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Author

This expression does not work for me.....

Not applicable
Author

Try this:

Sum ({$<MonthYear={"<=$(=date(addmonths(max(MonthYear),-12),'MMM-YYYY'))>=$(=date(addmonths(max(MonthYear),-14),'MMM-YYYY'))"}, Year=, Month=>} [Sales Amount])