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mario-sarkis
Creator II
Creator II

Date transformation in set analysis

hey all

if my data looks like this

id.             Date.                Balance

1.             1/30/2016          1000

2.             1/30/2016.          2000

1.              2/16/2016          1500

2               2/16/2016.         1300

my output i neet to show the balance of max date VS the last balance the previous month(last month has one date it can be any day during the month)

wut can be my expression hope u can help

Sample output:

id.              Last month.          Current month.      Net evolution

1.               1000.                        1500.                 500

2.                2000.                        1300.                (700)

thank you

Labels (1)
2 Replies
sunny_talwar
MVP
MVP

May be this:

Dimension: id

Expressions:

1) Sum({<MonthYear = {"$(=MonthName(AddMonths(Max(MonthYear), -1)))"}>}Balance)

2) Sum({<MonthYear = {"$(=MonthName(AddMonths(Max(MonthYear), 0)))"}>}Balance)

3) =[Current Month] - [Last Month]

Capture.PNG

Kushal_Chawda
MVP
MVP

Create Straight Table. Make sure that your Date field is in proper Date format

Dimension - ID

Expression:

1)Last Month

=sum({<Date = {">=$(=monthstart(addmonths(max(Date),-1)))<=$(=monthend(addmonths(max(Date),-1)))"}>}Balance)

2)Current Month

=sum({<Date = {">=$(=monthstart(max(Date)))<=$(=max(Date))"}>}Balance)


3)[Current Month]-[Last Month]