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cbaqir
Specialist II
Specialist II

Only or Total

11-23-2016 9-14-46 AM.jpg

Select AU_NUM 848030.

In the Year End Forecast chart, I want the FY Budget to show 7325705 but it's summing the three months. What modifier should I use and how?

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1 Solution

Accepted Solutions
Frank_Hartmann
Master II
Master II

try this for FY Budget expression:

aggr(sum(FY_BUDGET_AMT),TRX_DATE,AU_NUM)

hope this helps

View solution in original post

5 Replies
Frank_Hartmann
Master II
Master II

try this for FY Budget expression:

aggr(sum(FY_BUDGET_AMT),TRX_DATE,AU_NUM)

hope this helps

cbaqir
Specialist II
Specialist II
Author

Thanks, Frank. Second question... now I want to only show the result for the max(TRX_DATE).

How can I use max(TRX_DATE) with the expression of =sum({$}FY_FCST_AMT)+sum({$}YTD_GL_AMT) ? !

11-23-2016 10-19-57 AM.jpg

Frank_Hartmann
Master II
Master II

perhaps this:

max(aggr(sum({$}FY_FCST_AMT)+sum({$}YTD_GL_AMT) ,TRX_DATE,AU_NUM))

hope this helps

cbaqir
Specialist II
Specialist II
Author

Perfect, thanks!

sunny_talwar
MVP
MVP

Do you need the value for the max date or do you need the max value? If you need the value associated with max date, then try this

FirstSortedValue(aggr(sum({$}FY_FCST_AMT)+sum({$}YTD_GL_AMT) ,TRX_DATE,AU_NUM), -aggr(TRX_DATE, TRX_DATE,AU_NUM))

Capture.PNG

When 100000 is selected, max is max from the three dates and FirstSortedValue is value associated with max date