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Not applicable

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
Esteemed Contributor III

Re: Set Analysis with Previous Month

Try this?

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

Not applicable

Re: Set Analysis with Previous Month

That turns the field to 0.

vishsaggi
Esteemed Contributor III

Re: Set Analysis with Previous Month

‌can you share a sample to look into please?

Not applicable

Re: Set Analysis with Previous Month

Do you know how I can share proprietary data?

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vishsaggi
Esteemed Contributor III

Re: Set Analysis with Previous Month

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