SetAnalysis QTD Problem

[#1]

Hi,

My Below Expression is not working for QTD.

SUM({<={'Initial Charge'},

={'*'}-{'Premium'},

[Billing Transaction Date]={">=$(=Date(QuarterStart(Max([Transaction Date]))))<=$(=Date(Max([Transaction Date])))"}

>}

[Transaction Amount])

The above expression shows me the wrong data.

Values for the field B  are 'Late Fee', 'Surcharges','Premium' and 'Taxes'.

However, for current month 'Late Fee', 'Surcharges' does not exists. So the above expression gives me the data for month of may only. It is not summing up for April and May.

For the month of April all the values for field B exist.

Please help me with the same.

Regards,

Manu

[sunny_talwar]

Manu the expression looks good to me. Would you be able to share a sample where it isn't working for you?

[#3]

hi,

use as like below format, hope this help you.

QTD- Quarter to Date

In the place of year use Quarter

Sum({<Year=, Month=, Quarter=, Week=, DateField=, DateNum={">=$(=Num(YearStart(Max(DateNum))))<=

$(=Max(DateNum))"}>} Sales)

[#4]

Sunny,

Thanks for your prompt response.

I found that  the expression works fine when I am selecting date. The problem occurs when I am selecting Month-Year. It shows data for that month only. My requirement is to get the data from QUARTER Start till date. Eg. if i am selecting Apr-2016, It should give me the data for date range 1st April 2016-30th April 2016.

May-2016 should display the data for the range 1st April 2016-31st May 2016.

I am using a drill down group Month-Year--> Transaction Date.

Thank you,

Regards,

Manu

[sunny_talwar · Accepted solution]

Try this:

Sum({<={'Initial Charge'},

={'*'}-{'Premium'},

[Billing Transaction Date]={">=$(=Date(QuarterStart(Max([Transaction Date]))))<=$(=Date(Max([Transaction Date])))"}, [Month-Year], Year, Quarter, QuarterYear

>}

[Transaction Amount])

[#6]

Thanks Sunny.Keeping  Month-Year= worked for  me.