topic Re: YTD with auto calendar in App Development

YTD with auto calendar

Qlik-A-Holic — Sat, 16 Nov 2024 06:44:03 GMT

Hi everyone,

my first post 🙂

I searched the group but can't find a proper solution for my problem.

I used the auto calendar and try to visualize the YTD value per fiscal year in a bar chart with the option to select a dedicatded month. I tried to realized it with set analysis.

Found this: https://community.qlik.com/t5/QlikView-Documents/QlikView-App-Set-Analysis-Prior-Period-Comparison/ta-p/1493389

whats really good, but didn't worked with auto calendar.

The qvf is attached.

Re: YTD with auto calendar

sunny_talwar — Tue, 29 Jan 2019 13:03:33 GMT

What are you hoping to see as your output?

Re: YTD with auto calendar

Qlik-A-Holic — Tue, 29 Jan 2019 15:23:08 GMT

Hi,

the output should be, that when i select i.e February, that I get the ytd for all years in the data starting from the fiscal year start (01.10.xxxx) till February for all years in the data.

Br,

Re: YTD with auto calendar

sunny_talwar — Tue, 29 Jan 2019 16:21:30 GMT

Try this may be

Sum({<
	Kategorie = {'Instore'},
    [Auftragsdatum.aC.Date] = {"=If(GetSelectedCount([Auftragsdatum.aC.Month]) = 0, [Auftragsdatum.aC.Date], SetDateYear(Only({1}[Auftragsdatum.aC.Date]), Year(Today())) <= SetDateYear(vMaxDate, Year(Today())))"},
    [Auftragsdatum.aC.Month]
>}[Versand nach Retouren Netto])

Re: YTD with auto calendar

Qlik-A-Holic — Wed, 30 Jan 2019 21:47:07 GMT

Hi sunny,

thanks for the reply.

No, it doesn't worked.

I found the error for the YTD stuff, based on the point, that in the filter pane you have to eliminate the "=" sign.

don't know why, but the behavoir differs if you select from =[field] or field.

But i can't you the expression in the bar chart.

SUM({<Kategorie={'Instore'}, [Auftragsdatum.aC.Fiskaljahr]={'$(vMaxFYear)'},[Auftragsdatum.aC.Date]={"<=$(vMaxDate)"}, [Auftragsdatum.aC.Month]=>}[Versand nach Retouren Netto])

I can compare like month_num <= max(month), but I use fiscal year starting in October.

So the set analysis count the value till january, but I have to count till October the year before....

Re: YTD with auto calendar

Qlik-A-Holic — Tue, 30 Apr 2019 06:54:05 GMT

Hi,

for all who are interessted in a possible solution.

I created a fical month mapping table and use these fiscal month in my set analysis.

worked fine for me.