8 Replies Latest reply on Oct 12, 2018 5:27 PM by Shinichiro Murakami

# Calculation with date parameters/Aggregate & Non-Aggregate

Good day all,

I am working on a budget projection workbook. This is what I need:

Remaining Balance FY19 = YTD Spend FY18-Current Spend FY19

The YTD Spend is {FIXED [Eff Dte],[Account],[App Code]:sum([Amount])}

I cannot for the life of me figure out how to put conditions on the date so that we can show project managers when they are going to go over budget.

Any help you can provide would be great.

Thank you!
Beth

• ###### 1. Re: Calculation with date parameters/Aggregate & Non-Aggregate

Could you please attach mocked up sample data as twbx format.

Thanks,

Shin

• ###### 2. Re: Calculation with date parameters/Aggregate & Non-Aggregate

I attached a TWBX. Hopefully I did it right.

• ###### 3. Re: Calculation with date parameters/Aggregate & Non-Aggregate

Question

Is this average supposed to be based on only same fiscal year or entire time horizon?

Thanks,

Shin

• ###### 4. Re: Calculation with date parameters/Aggregate & Non-Aggregate

Only based on the fiscal year.

Beth Roberts

NC DHHS ITD

Office: 919-855-3157

beth.roberts@dhhs.nc.gov

• ###### 5. Re: Calculation with date parameters/Aggregate & Non-Aggregate

How do you handle the very first month of July?

Thanks,

Shin

• ###### 6. Re: Calculation with date parameters/Aggregate & Non-Aggregate

I’m not sure I understand your question.

I set the field to have the fiscal year start on July 1.

• ###### 7. Re: Calculation with date parameters/Aggregate & Non-Aggregate

Hope this helps anyways.

Thanks,

Shin

• ###### 8. Re: Calculation with date parameters/Aggregate & Non-Aggregate

Hi, Beth Roberts

Following up.

If you have further questions, please reply here.

If your problem is solved, please mark my answer as correct to close the thread, not from inox but from original post.

Thanks,

Shin