topic Re: Sum Budget To The Current Month in App Development

Sum Budget To The Current Month

j0nimost1 — Sat, 16 Nov 2024 18:10:04 GMT

I have two unrelated views one has amounts the other has budgets.

- The Budget view has Budget Dates i.e 1st date of the month for the current year and Budget Amounts for that month.

- The Amounts view has Amounts and Captured Dates for the respective amounts.

I wish to make a gauge of the two; my struggle is summing the Budget from the start of the Year to the Current Month.

How can I go about this?

Kushal_Chawda — Tue, 01 Sep 2020 12:07:16 GMT

may be below

-sum({<BudgetDate ={">=$(=date(yearstart(max(BudgetDate))))<=$(=date(max(BudgetDate)))"}>}BudgetAmount)

j0nimost1 — Tue, 01 Sep 2020 12:31:55 GMT

This sum returns null result.

AbhijitBansode — Tue, 01 Sep 2020 12:58:16 GMT

I understand you have data until the latest month. Why can't assign a numeric flag to each year in load script.

1 for the latest, 2 for the last year and so on ( you can achieve this using various ways in load script)

2020 - 1

2019 -2

and so on

and finally in front end, use the expression below to get data of latest year:

Sum({<YearFlag ={1}>} BudgetAmount)

Qlikgards,

j0nimost1 — Tue, 01 Sep 2020 13:18:47 GMT

I am summing budget to the current month. The Budget view has all monthly budgets for the current year.

j0nimost1 — Wed, 02 Sep 2020 04:44:54 GMT

@Kushal_Chawda can you fix the solution you gave?