Calculate Fiscal YTD , QTD & max month data

Aspiring_Developer — Fri, 03 Jan 2025 11:22:06 GMT

Hi All ,

I have below data set :-

Friday_Date

2024-03-29 00:00:00.000

2024-03-22 00:00:00.000

2024-10-25 00:00:00.000

2024-10-18 00:00:00.000

2024-10-11 00:00:00.000

2024-10-04 00:00:00.000

This is just a sample data set where my dates are starting from march 2024 and ending at Oct 24. I am trying to calculate YTD , QTD for using above dates. For YTD , I tried below expression :-=Count({<Date={">=$(=YearStart(max(Friday_Date),0,4))<$(= addyears(max(Friday_Date), 0))"},vehicle_assigned_ind={'Y'},FUEL_TYPE={'Electric'}>}REGISTRATION)

But this expression is including the dates for March month as well but I want to calculate QTD , YTD for fiscal year. This Friday_Date feild is linked with master calendar Field (Date) and when in my calendar the max date will go till till 2031 that is why I am taking this Friday_Date feild in the set expression in order to show the data as per my data set . Can anyone please help me ? How should I create the fiscal YTD , QTD , and max month KPI values ?

@Kushal_Chawda

Thank You

Re: Calculate Fiscal YTD , QTD & max month data

marcus_sommer — Fri, 03 Jan 2025 12:26:06 GMT

It shouldn't be done within the UI else all period-information belong into (n) calendars and especially if not regular calendar-views are needed, like the fiscal ones - it's much easier to define the wanted logic once in a calendar as doing it n times in various versions within the UI.

And this not only for the normal year/month/week information else all kinds of YTD/MTD which could be created there as flags - the general logic remains the same as within the normal calendar just considering the appropriate offset.

Here an example how you may start with the matter: Fiscal Year - Qlik Community - 1472103

topic Re: Calculate Fiscal YTD , QTD & max month data in App Development

Calculate Fiscal YTD , QTD & max month data

Re: Calculate Fiscal YTD , QTD & max month data