topic Re: FY year in QlikView

FY year

abhaysingh — Mon, 01 Sep 2014 10:16:51 GMT

How to create FY Year from Date?

Re: FY year

miikkaqlick — Mon, 01 Sep 2014 10:21:27 GMT

Hi!

There is no single way to make a FY since all companies can have a different FY. If company's FY starts in 1.7 then you could use structure like this:

// Variables to set YTD and MTD

SET FiscalFirstMonth = 7; // First month of actual fiscal year

LET FiscalDev = $(FiscalFirstMonth)-1; // Fiscal calendar deviation

Calendar:

Load *,

Num(Month(Addmonths(Date,$(FiscalDev))),00) as [Fiscal Month No],

Dual('Q'&Num(Ceil(Num(Month(Addmonths(Date,$(FiscalDev))))/3)),Num(Ceil(NUM(Month(Addmonths(Date,$(FiscalDev))))/3),00)) as [Fiscal Quarter],

and so on.

Br,

Miikka

Re: FY year

PrashantSangle — Mon, 01 Sep 2014 10:21:37 GMT

Hi,

If want to show only Financial Year

Like 2013-2014

Then use YearName(Date,0,4)

Regards

Re: FY year

sunilkumarqv — Mon, 01 Sep 2014 10:37:33 GMT

Hi Adhya,

Suppose your FY starts from Apr then use below in script .

Calender :

Load

Date,

IF(MONTH(Date)>= 4, YEAR(Date)+1, YEAR(Date)) as FY

Resident Data;

Re: FY year

ogster1974 — Mon, 01 Sep 2014 11:11:08 GMT

I would personally build the calendar outside of Qlik view and load rather than try to derive it.

Fiscal Years differ from customer to customer but once set rarely change (Acquistiion/takeovers etc...)

so why make Qlik work on deriving the value for each transaction with a date in it when you can link to a reference table which will have 12 records added a year.

Re: FY year

kushalthakral — Mon, 01 Sep 2014 11:26:40 GMT

Hi Abhay

You can use QV function Yearname

yearname('2001-10-19',0,4)

will give 2001-2002 in FY format.

where 4 is the starting month

Regarding

Kushal Thakral