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YTD

Hi All

The below note is taken from qlik developer ebook, As per the below instruction, how do i create Max (period) expression in qlikview

A simple Max(Period) expression will help us get the base period in all scenarios,

as the Period field contains both the Month and Year components. Therefore, the set

modifiers that we would use to get the record set corresponding to the base period in

each of the required comparisons are:

• Current Year-To-Date indicators:

<Period = {"<=$(=Max(Period))"}, Year = {"$(=Max(Year))"}, Quarter= , Month = >

This set modifier will result in a record set containing all of the periods that

are less than or equal to the current period, and belong to the current year,

which would be all Year-To-Date records.

1 Solution

Accepted Solutions
Not applicable
Author

There are many discussions, documents and applications you will find in this community.

QlikView App: Year To Date Using Set Analysis

YTD,QTD MTD Tables with Sum(Sales)

Calculating Year To Date Accumulation Expression

And many more.

Still if you are stuck, you may share your sample data here

Best Regards,

Kalpesh

View solution in original post

5 Replies
sebastiandperei
Specialist
Specialist

Sorry, i cant understand the question...

Not applicable
Author

hi

the below query does not work in qlikview .the below set analysis is correct ?

<Period = {"<=$(=Max(Period))"}, Year = {"$(=Max(Year))"}, Quarter= , Month = >

Not applicable
Author

Hi,

Are you getting some expression error or unexpected result ?

The modifier looks okay.

This set modifier will result in a record set containing all of the periods that

are less than or equal to the current period, and belong to the current year,

The expression would take all periods less than or equal to selected period. Not exactly Current Period.

In case of year, it will take maximum year out of the current selection of year.

Hope this help !

Regards,

Kalpesh

Not applicable
Author

Hi All

I would like develop a bar chart as shown below, appreciate, if  anyone help me to identify what needs to be done (including creation of variables)

Capture.JPG.jpg

BR

Jayanthan

Not applicable
Author

There are many discussions, documents and applications you will find in this community.

QlikView App: Year To Date Using Set Analysis

YTD,QTD MTD Tables with Sum(Sales)

Calculating Year To Date Accumulation Expression

And many more.

Still if you are stuck, you may share your sample data here

Best Regards,

Kalpesh