topic Re: YTD, MTD, QTD, filter all in one filter in App Development

YTD, MTD, QTD, filter all in one filter

default_the_pig — Tue, 30 Nov 2021 19:30:23 GMT

I have a request where we're trying to convert a dashboard from another tool and one of the features that it had was one filter on a sheet that had the following options:

Current YTD

Prior YTD

Current MTD

Prior YTD

Current WTD

Prior WTD

My question: Is this possible in Qlik Sense to have this functionality all be in one filter? I've been able to pull this off for simple KPI's but never have I tried to add these options to one filter and I'm curious if it's possible and what the best way to do this.

Re: YTD, MTD, QTD, filter all in one filter

Or — Tue, 30 Nov 2021 19:38:56 GMT

You could do this in QS either by matching the filter with set analysis for the relevant objects, or by creating an actual set of filters that look something like:

Load distinct 'Current YTD', Date

From YourTable

Where YearToDate(Date);

JOIN

Load distinct 'Prior YTD', Date

From YourTable

Where YearToDate(Date, -1)

JOIN

etc.

You could probably do that even more efficiently if you just autogenerate the dates for each option instead of loading them from your actual data table.

Of course, this assumes there's a date field you can use / link to.