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Set Analysis with Previous Month

Please help!

I cannot get my set analysis to calculate correctly. The field  PM Fac Rept Bal  is

sum({$<RecordYYYYMM ={'(=PrevYYYYMM  )'}>} Facility_Reportable_Bal_Amt)

but the results give the same field in Facility_Reportable_Bal_Amt and PM Fac Rept Bal

As you can see when the record RecordYYYYMM = 201704 the PM Fac Rept Bal

should be $97,284

AprilBalance.PNG

March Balance.PNG

5 Replies
vishsaggi
Champion III
Champion III

Try this?

= sum({$<RecordYYYYMM = { "$(= PrevYYYYMM)" } >} Facility_Reportable_Bal_Amt)

Not applicable
Author

That turns the field to 0.

vishsaggi
Champion III
Champion III

‌can you share a sample to look into please?

Not applicable
Author

Do you know how I can share proprietary data?

vishsaggi
Champion III
Champion III