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jcampbell
Partner - Creator
Partner - Creator

Set Analysis to Calculate YTD Expenses

I thought I would share a simple calculation I created in a document I'm working in:

I have a document loading various elements of data including an expense amount. I wanted to create a small statistic box in the opening screen with YTD expenses without the user needing to select the Category "Expense", etc. So here is the calculation I used:

SUM({$<Year = {$(=max(Year))}, Category = {'Expense'}>} [Expense Amount])

I hope you find this useful.

Josh

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