YTD this year, comparing THE SAME PERIOD previous YTD

[Anonymous]

Hi Qlikers!

I have 2 fields: OrderDate -> 01/01/2016 and Sales.

To calculate Current YTD im using this measure: =SUM({$<OrderDate = {'>=$(=YearStart(Today()))<=$(=MonthEnd(Today()))'}>}Sales) and it works well.

To calculate Previous YTD im using: SUM({$<OrderDate = {'>=$(=AddMonths( YearStart (Today()),-12))<=$(=AddMonths( MonthEnd (Today()),-12))'}>}Sales) and it works well too!

But now i want to calculate the same period of the previous year. Example:

Im calculating YTD: Sales from 01/01/2016 to 27/07/2016

I want to calculate from previous YTD: Sales from 01/01/2015 to 27/07/2015..

Anyone have any idea?

Thanks a lot!!

[danansell42]

Hi Paula

I always find it easiest to use flags in the calendar script using yeartodate function

Example:

YearToDate(OrderDate,0 ,1,today()) as CurYTDFlag, 

     YearToDate(OrderDate,-1,1,today()) as LastYTDFlag,

It also makes the set analysis easier in the user interface

set analysis example:

sum({<$(CurYTDFlag)={'-1'}>} Sales)

Thanks

Dan

[Anonymous]

Thank you!

I will try with flags!

It looks some easy but...

How can i compare this Current YTD with THE SAME PERIOD from Previous YTD??

Regards,

Paula

[maxgro]

maybe removing monthend

To calculate Previous YTD im using: SUM({$<OrderDate = {'>=$(=AddMonths( YearStart (Today()),-12))<=$(=AddMonths( MonthEnd (Today()),-12))'}>}Sales) and it works well too!

SUM({$<OrderDate = {'>=$(=AddMonths( YearStart (Today()),-12))<=$(=AddMonths(  (Today()),-12))'}>}Sales)

[danansell42]

if you wanted a growth figure then use something like the below:

num(sum({<$(CurYTDFlag)={'-1'}>} Sales)/sum({<$(LastYTDFlag)={'-1'}>} Sales)-1,'#,##0.00%')

[Anonymous]

Thanks for you reply Maxgro,

but it doesn't runs well.

Regards,Paula.

[sunny_talwar]

How about this:

Sum({$<OrderDate = {"$(='>=' & YearStart(AddMonths(Today(), -12)) & '<=' & AddMonths(Today(), -12))"}>}Sales)

If you put this -> ='>=' & YearStart(AddMonths(Today(), -12)) & '<=' & AddMonths(Today(), -12) in the text box, it should show you the range (01/01/2015 to 27/07/2015) in the format of your OrderDate field.

[danansell42]

Hi Paula

Did any of the responses solve your query?

Please mark one as correct to help other community users.

Thanks

Dan