2 Replies Latest reply: Oct 31, 2016 11:02 AM by Henrique Demarco RSS

    set analysis with criteria before max date

    Henrique Demarco

      I have a balance sheet dashboard with all accounting statements and a initial balance of each G/L account.

      When I filter dates, I want the set analysis to sum initial balance + all statements BEFORE maximum selected date.

      [Data] is the date field and to get maximum date I use

      =Max(Data)
      

      This is working fine.

       

      But to sum values

      <= Max(Data) 
      

      in set analysis is not working.


      It should be something like below formula as I saw in many related discussions, but it is not working.

      =initial_balance+sum({<Data={"<=$(=max(Data))"}>} AMOUNT)

       

      Any idea on how to correctly write this set analysis sentence?