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Re: Need help to calculate YTD in Qliksense Pivot
Please share the script that you use to load this data into Qlik Sense
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Re: Need help to calculate YTD in Qliksense Pivot
Hi,
Here is the script that i am using,
Load *, Month(Month) as "Fiscal Month",
Monthname(Month) as "Month Year",
Num(Monthname(Month)) as "MonthNo",
Year(Month) as "Fiscal Year";
select [Geography], [Sub-Geo], [Team Leader], [Sales Owner],[Customer group],[Customer Name],
[Programs],[Project ID],[Project Description],[Business Unit],[Service Line],[Service Description],
[Service Category],[Revenue Category],[Type],[Month],[Currency],[Trxn Amount],[Trxn Rate],
[Amount (INR)],[Amount (USD)],[Amount (GBP)]
FROM "Sales".dbo."ModifiedRawDataExcel"
where Month<GETDATE();
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Re: Need help to calculate YTD in Qliksense Pivot
Hey there,
Is your Month field like a Date field? Can you please post what is the values of Month field?
Regards,
MB
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Re: Need help to calculate YTD in Qliksense Pivot
Yes it is a date field. The value may look like this,
2016-07-15 00:00:00.000
2016-07-16 00:00:00.000
2016-07-17 00:00:00.000
2016-07-18 00:00:00.000
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Re: Need help to calculate YTD in Qliksense Pivot
Hi Arul,
I am just doing simple pivot here. Rows - Geography, columns Month-Year and SalesType and Measures - SUM(Amount).
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Re: Need help to calculate YTD in Qliksense Pivot
Hi
If you looking for YTD for 'Month-year' and 'Amount' check this
**Provided your 'Month-year' field is in 'MMM-YYYY' format **
The following will give Sum of last three months to up-to-date..
Date(Addmonths(Max(MonthYear), -3)..........................three months ago
Date((Max(MonthYear))..................................................this month ( or maximum month)
=Sum({$ <MonthYear={"$(='>=' & Date(Addmonths(Max(Month-Year), -3), 'MMM-YYYY') & '<=' & Date((Max(Month-Year)), 'MMM-YYYY'))"}>} Amount )
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