0 Replies Latest reply: Nov 17, 2011 8:51 AM by Josh Campbell RSS

    Set Analysis to Calculate YTD Expenses

    Josh Campbell

      I thought I would share a simple calculation I created in a document I'm working in:

      I have a document loading various elements of data including an expense amount. I wanted to create a small statistic box in the opening screen with YTD expenses without the user needing to select the Category "Expense", etc. So here is the calculation I used:

      SUM({$<Year = {$(=max(Year))}, Category = {'Expense'}>} [Expense Amount])

       

      I hope you find this useful.

       

      Josh