SET ANALYSIS

[#1]

I have a business requirement.

I have data for repayment schedules of installments for clients from year 2008 to 2024. When the user clicks a particular year and then a month he should get the future repayments left after the selected month and year.

example case: a client named 'A' has repayments from 2008 to 2013 in the months of Jan, Apr, July, Oct every year. When user clicks Jan 2010 then he should get the sum of all repayment scheduled after Jan 2010. I have tried to do this with SET ANALYSIS but unable to accomplish.

Problem I am facing: when i select a year and month I get the relavant repayment on the particular year and month and not the future repayments left.

anyone has any solution.

[Miguel_Angel_Baeyens]

Hello,

Since you are selection on the field used in the filter of the set analysis, the data gets selected and so the expressions of your chart.

I'd use a variable fo the user to select a year (with a slider object, for example), then use the variable in the set analysis:

Sum({< Date = {'>$(=MakeDate(vYearSelected, vMonthSelected))'} >} Repayment)

Text in bold is the name of variables I'm using. "Date" is your date field.

Hope that helps.

[#3]

Thanks Miguel Angel Baeyens

The suggesion you gave is working fine. I little issue while assining the slider the "vSelectedMonth" varible. It shows the month number but not the month name, like Jan, Feb, March.

But I am working on it. If you have any sugssions then please reply.

Rajeev Sontakey