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ranganadh1979
New Contributor

Set analysis: Year to previous monthend calculation

Hi All,

I am struggling to calculate year to previous monthend sales in set analysis expression.

Example, If i select a date, it should calculate from year start to previous monthend sum of sales.

if i select any date in the month of Jan, it should calculate from 1st of Jan to 31st of Jan in that selected date.

This is the expression i am working on:

Sum({<year=, Quarter=, Month=, Week=, [End Date]=, End_Dt_Number={">=$(=Num(YearStart(Max(End_Dt_Number))))<=$(=Num(Monthend(AddMonths(Max(End_Dt_Number),-1))))"}>} Value)

Thanks in advance.

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1 Solution

Accepted Solutions
Partner
Partner

Re: Set analysis: Year to previous monthend calculation

your expression looks good. 
to solve your january problem I would define a variable
vNoOfMonth = if (num(month(End_Dt_Number)=1,0,-1)  // hold 0 in january and -1 in other months
then use this variable in your expression
<=$(=Num(Monthend(AddMonths(Max(End_Dt_Number),vNoOfMonth))))

3 Replies
jwjackso
Valued Contributor

Re: Set analysis: Year to previous monthend calculation

I believe you are saying one thing and calculating another.  If you pick any day in Jan,

End_Dt_Number >= 01-Jan-2019 and End_Dt_Number <= 31-Dec-2018

Partner
Partner

Re: Set analysis: Year to previous monthend calculation

your expression looks good. 
to solve your january problem I would define a variable
vNoOfMonth = if (num(month(End_Dt_Number)=1,0,-1)  // hold 0 in january and -1 in other months
then use this variable in your expression
<=$(=Num(Monthend(AddMonths(Max(End_Dt_Number),vNoOfMonth))))

ranganadh1979
New Contributor

Re: Set analysis: Year to previous monthend calculation

Thanks... Working fine...