I need to use a previous quarter expression in order to build a qtr over qtr change function. I have this previous quarter expression as:
=sum({<[Record Date] = P([Previous Quarter End]), [Deposit Month], [Deposit Quarter], [Deposit Year]>} [Current Balance Amount])
where
[Previous Quarter End] = MonthStart(QuarterStart(TempDate) - 1)
When I bring these (and other columns) into my chart to test, I get the following result:
| %DepositFact_PK | =[Record Date] | =RecordYYYYMM | =[Current Balance Amount] | =[Previous Quarter End] | [Interest Bearing Account] | Net Trans Amt | Previous Qtr Bal | Q o Q Change |
|---|
| | 11/1/2017 | 201711 | | 9/1/2017 | | | $2528811.11 | |
| 201709|10001 | | | | | | | $125.75 | |
| 201709|10002 | | | | | | | $400.50 | |
| 201709|10003 | | | | | | | $26108.53 | |
| 201709|10004 | | | | | | | $210941.88 | |
| 201709|10005 | | | | | | | $132542.57 | |
| 201709|10006 | | | | | | | $2053358.80 | |
| 201709|10007 | | | | | | | $105333.08 | |
| 201711|10001 | 11/1/2017 | 201711 | $64.95 | 9/1/2017 | IB | $64.95 | $0.00 | ($105268.13) |
| 201711|10002 | 11/1/2017 | 201711 | $335.90 | 9/1/2017 | NIB | $335.90 | $0.00 | $335.90 |
| 201711|10003 | 11/1/2017 | 201711 | $10140.63 | 9/1/2017 | NIB | $10140.63 | $0.00 | $10140.63 |
| 201711|10004 | 11/1/2017 | 201711 | $211073.38 | 9/1/2017 | IB | $211073.38 | $0.00 | $211073.38 |
| 201711|10005 | 11/1/2017 | 201711 | $12057.65 | 9/1/2017 | NIB | $12057.65 | $0.00 | $12057.65 |
| 201711|10006 | 11/1/2017 | 201711 | $994389.74 | 9/1/2017 | IB | $994389.74 | $0.00 | $994389.74 |
| 201711|10007 | 11/1/2017 | 201711 | $167483.77 | 9/1/2017 | NIB | ($510355.12) | $0.00 | ($510355.12) |
These are indeed the correct values from those dates, but this obviously does not fulfill my intent. I've tried using Above() but it only pulls down a single record.
What can I do to fix/get around this?
