topic Fiscal Year in QlikView

Fiscal Year

Mon, 01 Sep 2014 07:51:40 GMT

Hi,

I have a [Invoice Date] in the format of [DD/MM/YYYY] and I need to create a button for fiscal year for 2013 - 14, the fiscal year starts from 1st Oct 2013 - till date.

anyone can help me.

Regards

Re: Fiscal Year

sundarakumar — Mon, 01 Sep 2014 07:59:54 GMT

what is this button for? any kind of selection?

do u want to show the fiscal year's data in a chart?

where do u want this selection to be reflected?

pls clarify.

-sundar

Re: Fiscal Year

Mon, 01 Sep 2014 08:09:19 GMT

Hi Sundar,

Thanks for your reply I have created a Straight table the dimention is MonthName([Invoice Date]) and when I press the button the reflection should be made in in the Straight table.

The button action should group the data from 1st Oct 2013 - 31st Sep 2014.

Hope its clear

Re: Fiscal Year

PrashantSangle — Mon, 01 Sep 2014 08:12:49 GMT

Hi,

Did you try with YearName()

YearName(date,0,10)

Regards,

Re: Fiscal Year

sundarakumar — Mon, 01 Sep 2014 08:19:05 GMT

this is kidn of work around, am not sure if ther is a easier way.

In the back end u would have the date field whose data is to be calculated. Create a field in the back end looking for condition if(date(date_field)=1 and month(date_field)='Oct' , 1 , 0 ) as fiscal_start_flag.

pull data which has fiscal_start_flag=1 in a temp table, then find the max and save it to a variable in the back end and drop the temp tables.

This is to calculate the latest fiscal year start.

If it is only to a single object then i would suggest set analysis, Create a button or text box with name show this fiscal year. Set a variable in the actions tab of the created button. Create a calcuated dimenion like

if(Variable_created=1,

if(num(date_field>variable_backend

, month(datefield)))

hope this helps.

-Sundar

Re: Fiscal Year

jagan — Mon, 01 Sep 2014 08:29:37 GMT

Hi,

First arrive a Fiscal Date fields separately in script, based on the button click change your dimensions in List box, Charts etc.

LOAD

YearName(date,0,10) AS FiscalYear

FROM DataSource;

Hope this helps you.

Regards,

Jagan.

Re: Re: Fiscal Year

aveeeeeee7en — Mon, 01 Sep 2014 08:39:45 GMT

Kindly, go through the Attached Qvw.

Hope, it will help you.

Regards

Aviral Nag