2 Replies Latest reply: Mar 28, 2016 7:31 PM by Jason Duryea RSS

    Filtering within Set Analysis

    Jason Duryea

      I'm trying to create a summary of data within a text box to display total planned spend where a project falls within 1 of 3 categories

       

      Within Budget

      Total Plan Spend

      Variance from Budget

       

      Over Budget

      Total Plan Spend

      Variance from Budget

       

      Unbudgeted

      Total Plan Spend

      Variance from Budget

       

      My basic formula for Total Plan Spend is:

       

      sum({$<TYPE={'Plan'},FISCAL_YEAR={$(vFiscalYear)}>} cost)

       

      How do I insert logic to filter this summary to only include projects within budget?

       

      My formula for determining a project is within budget is:

       

      sum({$<TYPE={'Plan'},FISCAL_YEAR={$(vFiscalYear)}>} cost)


      divided by


      sum({$<TYPE={'Budget'},FISCAL_YEAR={$(vFiscalYear)}>} cost)


      is equal or less than 100%