topic Re: about YTD in QlikView

about YTD

prabhas277 — Thu, 18 Dec 2014 05:39:32 GMT

Hi,

i want to get the previous years data ,,for example ((=sum({<Date={">=$(=YearStart(today()))<=$(=today())"}>}Sales)) this is logic for current year ..by using this syntax how to get previous year.

Thanks in advance

Re: about YTD

amit_saini — Thu, 18 Dec 2014 05:41:26 GMT

Hi,

1. Current Year

=Sum({$<Month=, Date=, Year={$(=Only(Year))}>} Sales)

=sum({<Month=, Date=, Year={$(=max(Year))}>}Sales)

2. Previous Year

=Sum({$<Month=, Date=, Year={$(=Only(Year)-1)}>} Sales)

=sum({<Month=, Date=, Year={$(=max(Year)-1)}>}Sales)

Thanks,
AS

Re: about YTD

tresB — Thu, 18 Dec 2014 05:44:38 GMT

May be like:

=sum({<Date={">=$(=YearStart(today(),-1))<=$(=AddMonths(today(),-12))"}>}Sales)

Re: about YTD

Thu, 18 Dec 2014 07:00:18 GMT

try like this

=sum({<Date={">=$(=YearStart(today(),-1))<=$(=AddMonths(today()))"}>}Sales)

Re: about YTD

prma7799 — Thu, 18 Dec 2014 07:03:17 GMT

Hi Amit,

What is use of =Sum({$<Month=

Thanks

Prashant

Re: about YTD

amit_saini — Thu, 18 Dec 2014 07:07:29 GMT

this is for considering selected Months

Thanks,
AS

Re: about YTD

prma7799 — Thu, 18 Dec 2014 07:09:03 GMT

Hi Amit,

Then why we are put blank values

Thanks,

Prashant

Re: about YTD

amit_saini — Thu, 18 Dec 2014 07:12:12 GMT

this will consider all months automatically say for MTD cal.

Thanks,
AS

Re: about YTD

prma7799 — Thu, 18 Dec 2014 07:16:28 GMT

means it doesn't accept any value from based on filter we have.

Re: about YTD

amit_saini — Thu, 18 Dec 2014 07:21:44 GMT

Prashantbi,

Please go through this attachment to understand Set analysis.

Thanks,
AS

Re: about YTD

prma7799 — Thu, 18 Dec 2014 07:28:21 GMT

Hi Amit,

I already have this pdf.

Thanks to quick response.

Regards,

Prashant

Re: about YTD

jagan — Thu, 18 Dec 2014 07:38:13 GMT

Hi,

Check this expression

=sum({<Date={">=$(=YearStart(today(), -1))<=$(=AddYears(today(), -1))"}>}Sales)

if you don't want the value to change when you made selections in month, quarter, year filters then use this

=sum({<Year=, Quarter=, Month=, Date={">=$(=YearStart(today(), -1))<=$(=AddYears(today(), -1))"}>}Sales)

Hope this helps you.

Regards,

Jagan.

Re: about YTD

tyagishaila — Thu, 18 Dec 2014 08:03:14 GMT

Hi Prabhas,

I found below link is best and simple for YTD, read it carefully and apply it, it is simplest way, I think so

community.qlik.com/blogs/qlikviewdesignblog/2014/03/03/ytd

Re: about YTD

nikhilgarg — Thu, 18 Dec 2014 09:29:20 GMT

HEy,

If we take today's date: 18-12-2014

Then, $(=YearStart(today(),-1)) will return : 01-01-2013

$(=AddMonths(today(),-12)) will return : 18-12-2013

Then =sum({<Date={">=$(=YearStart(today(),-1))<=$(=AddMonths(today(),-12))"}>}Sales) will return the sum between dates 01-01-2013 to 18-12-2013 . Is it so ??

Plz tell

Re: about YTD

nikhilgarg — Thu, 18 Dec 2014 09:29:42 GMT

HEy,

If we take today's date: 18-12-2014

Then, $(=YearStart(today(),-1)) will return : 01-01-2013

$(=AddMonths(today(),-12)) will return : 18-12-2013

Then =sum({<Date={">=$(=YearStart(today(),-1))<=$(=AddMonths(today(),-12))"}>}Sales) will return the sum between dates 01-01-2013 to 18-12-2013 . Is it so ??

Plz tell

Re: about YTD

nikhilgarg — Thu, 18 Dec 2014 09:30:56 GMT

HEy,\

HEy,

If we take today's date: 18-12-2014

Then, $(=YearStart(today(),-1)) will return : 01-01-2013

$(=AddMonths(today(),-12)) will return : 18-12-2013

Then =sum({<Date={">=$(=YearStart(today(),-1))<=$(=AddMonths(today(),-12))"}>}Sales) will return the sum between dates 01-01-2013 to 18-12-2013 . Is it so ??

And what if we use your expression ??

Plz tell

Re: about YTD

jagan — Thu, 18 Dec 2014 09:34:23 GMT

Hi,

It will return the sum of sales between 01-01-2013 to 18-12-2013.

Regards,

Jagan.

Re: about YTD

nikhilgarg — Thu, 18 Dec 2014 09:37:10 GMT

Will $(=AddYears(today(), -1)) give the value : 18-12-2013 ?? If today's date is 18-12-2014 .