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

# Filtering within Set Analysis

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%

• ###### Re: Filtering within Set Analysis

Maybe like

sum({\$<

TYPE={'Plan'},

FISCAL_YEAR={\$(vFiscalYear)},

Project = {"=sum({\$<TYPE={'Plan'},FISCAL_YEAR={\$(vFiscalYear)}>} cost) / sum({\$<TYPE={'Budget'},FISCAL_YEAR={\$(vFiscalYear)}>} cost) <=1"}

>} cost)

• ###### Re: Filtering within Set Analysis

That solution worked perfectly. I tested it with one of the group summaries that I'm calculating and it worked without a hitch.

I've been working on this issue for a few days, and could not get it work as expected. Thank you, you're help is much appreciated!