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


      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?