9 Replies Latest reply: Aug 14, 2017 10:21 AM by Kathy Parker RSS

    Vdate needed for prior YTD

    Kathy Parker

      To get current year YTD inforce value, I use this formula:

       

      Sum({$<ValuationDate={'$(vCurrentDate)'}>}Inforce)

       

       

      How would get the YTD inforce value for the previous year?

       

       

      Valuation Date =

      1/31/2016

      2/28//2016

      3/31/2016

      4/30/2016

      etc - the inforce values are measured by the last day of the month.