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Displaying Data for Current Month when no selection is made

Hello,

I am currently creating a sales report. Being fairly new to Qlikview, I have tried different options to make sure the data that is displayed is the one for the current month, current year when nothing is selected but nothing I have tried is working.

I am trying this in my set analysis but its not working  [Month] = ('$(=Month(max(Date)))')

Any suggestions?

Thanks

1 Solution

Accepted Solutions
alexandros17
Partner - Champion III
Partner - Champion III

Dear Tomas,

set analysis filter data and no selection will change your visualization.

To show a month at first and then change it do as follow:

1) Settings -> document properties -> triggers

2) click "on open" -> edit action -> Add

3) in the field write your field name so in your case: Month

4) in the search string write: =Month(Today())

Save the document and open it again and ... let me know

View solution in original post

8 Replies
Anonymous
Not applicable
Author

Here's a sales example:

sum({1<Year={'$(=Max(Year))'},Month={'$(=Max(Month))'}>}Sales)

alexandros17
Partner - Champion III
Partner - Champion III

Try this:

[Month] = ('$(=Month(Today()))')


let me know

Not applicable
Author

In sheet properties - Triggers- OnActiveSheet-Add Actions- add-Select Infield- Field As 'Year ' -Search String as ' =Year(Today(1))' will give you the current year by default each time you open the sheet..

Same with Month but Search String would be '=Month(Today(1))'

Hope it helps.

Anonymous
Not applicable
Author

Wouldn't that potentially impact selections that the application user wanted to maintain? I would (and do) use something like this when the document is first opened, but I wouldn't set this at the sheet level.

Not applicable
Author

Steve, I have tried your suggestions but no data is coming up.

Alessandro, It is working but then if I do select a month, the data doesn't update to the selected month. Is there a way around that?

Sandhya, I have done that and it is giving me what I want but as Steve mentioned, every time I come back to that sheet, my selection resets to current Year, Current Month. How can I set that up when the document is first opened?

alexandros17
Partner - Champion III
Partner - Champion III

Dear Tomas,

set analysis filter data and no selection will change your visualization.

To show a month at first and then change it do as follow:

1) Settings -> document properties -> triggers

2) click "on open" -> edit action -> Add

3) in the field write your field name so in your case: Month

4) in the search string write: =Month(Today())

Save the document and open it again and ... let me know

Not applicable
Author

Thanks Alessandro, it worked well!

alexandros17
Partner - Champion III
Partner - Champion III

If you could mark my answer ... thank you!!!