GETRPTAMT

Use this function to determine the sum, minimum, maximum, earliest, or latest of a particular Reported Amount between the Start Date and End Date specified.

Formula Syntax

GETRPTAMT("RptAmtName", StartDate, EndDate, MatchType, PrimaryID, SecondaryID, IncludeEst, IncludeProj, ReturnType)

"RptAmtName": the name of the Reported Amount that is being analyzed. This name must be enclosed in quotes.

StartDate: the earliest date to be checked. Enter 0 or 1/1/1800 to look at amounts from the earliest possible date.

EndDate: the latest date to be checked. Enter 0 or 1/1/1800 to look at amounts from the latest possible date.

MatchType: refer to the following to determine which date to use when looking at amounts in the date range specified:

  • 0: Effective Date
  • 1: Stop Date
  • 2: Date Received

PrimaryID: provide an amount if searching only for amounts which match a specific primary identifier. Enter -1 to look at any amounts regardless of primary identifier.

SecondaryID: provide an amount if searching only for amounts which match a specific secondary identifier. Enter -1 to look at any amounts regardless of secondary identifier.

IncludeEst: enter TRUE to include estimated reported amounts. Otherwise enter FALSE to exclude such amounts.

IncludeProj: enter TRUE to include projected reported amounts. Otherwise enter FALSE to exclude such amounts.

ReturnType: refer to the following to determine which amounts should be selected.

  • 0: Sum of All Amounts
  • 1: Minimum of All Amounts
  • 2: Maximum of All Amounts
  • 3: Earliest of All Amounts
  • 4: Latest of All Amounts
  • 5: Effective Date of the earliest of All Amounts
  • 6: Stop Date of the earliest of All Amounts
  • 7: Effective Date of the latest of All Amounts
  • 8: Stop Date of the latest of All Amounts
  • 9: Count of All Amounts

Value (optional): provide an amount if searching only for amounts which match a specific value. Enter -1 to look at any amounts regardless of value.

ExcludeValue (optional): provide an amount where values should be exluded when searching. Enter -1 to not exclude any amounts based upon value.

Examples

GETRPTAMT("Earnings", 0, 0, 0, -1, -1, TRUE, FALSE, 0) returns the sum of all earnings amounts but excluding projected amounts.

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