To calculate the carry over savings?

[prashanth1712]

Hi all,

Please find the attached excel,

I need to calculate the carryover savings for all the IDs across all the Fiscal years

{ex:

ID     MonthYear     savings amount

}

and to show same as in stacked bar chart in the attached excel.

Thanks and regards

Prashanth

[sunny_talwar]

Is this how your data is?

May be convert this data using The Crosstable Load and Gysbert worked on a great example to simplify work for developers when there are more than one pivoted header

https://qlikcommunity.qliktech.com/docs/DOC-4527‌

See if those help.

Best,

Sunny

[lakshmikandh]

You may need to calculate the opening and closing balance for the year to this

Calculate Opening Balance in Load script

Using Set Analysis to calculate opening & closing balances from a date field selection

Please check this links it might be helpful

Thanks,

Lakshmikandh

[prashanth1712]

Hi sunny, thanks for the reply.

I need to show two things here:

1. If savings are started for any ID in FY15 and continued in FY16, then FY16 values are carry over to the FY15.

     so, in a stacked bar chart, FY15 in one color(blue as shown in excel) and FY16  in orange.

2. All current FY values should be in Blue and all carryover values should be in orange.

regards,

Prashanth