topic Re: Qlikview Financial periods (MTD, YTD, LMTD, LYYTD) in QlikView

Qlikview Financial periods (MTD, YTD, LMTD, LYYTD)

Fri, 07 Jun 2013 02:37:00 GMT

Hi All,

I am really new to qlikview application and have worked with some basic reports so far , but now am trying to work with some advanced financial reporting where are i would like to get real time figures for P&L reports for high level analysis.

REQUIREMENTS:

FILTERS

FINANCIAL YEAR (FY2012 , FY 2013 , .....................n)

FINANCIAL MONTH (01 JUL , 02 AUG ...................... 12 JUNE)

BUSINESS UNITS (X, Y , Z )

PROFIT & LOSS	MTH(Month to Date)	YTD(Year to Date)	LYMTD(Last Year Month to Date)	LYYTD(Last Year Year to Date)
REVENUE
DIRECT COST
OTHER
...........(n)

I would like to achieve that is the user selects FY2013 and Month as 09 MAR then system should evaluate the month to date , year to date , Last Year Month to date and Last Year Year to Date values.

Have tried various options like creating a master calendar and linking it to the filter to achieve the results ,did get a chance to work with some usefull set analysis examples published earlier in this community forum but i am only upto a stage where i can evaluate MTD and YTD results but don't get other two.

My dataset is coming from a GL Register table where all transactions are stored on a date by date basis

Any of your guidance will be much appreicated.

Thanks

Re: Qlikview Financial periods (MTD, YTD, LMTD, LYYTD)

Fri, 07 Jun 2013 03:07:11 GMT

Hi,

You can use this thread as reference http://community.qlik.com/message/353469 or this http://community.qlik.com/message/353416?tstart=0

Regards,

Janzen

Re: Qlikview Financial periods (MTD, YTD, LMTD, LYYTD)

Fri, 07 Jun 2013 03:36:32 GMT

Hi Janzen,

Thanks for you advise but I have tried to implement those earlier but it didn't work out.

Cheers

Re: Qlikview Financial periods (MTD, YTD, LMTD, LYYTD)

Fri, 07 Jun 2013 03:39:51 GMT

Hi,

Could you attach an example of your report?

Regards,

Janzen

Re: Qlikview Financial periods (MTD, YTD, LMTD, LYYTD)

Fri, 07 Jun 2013 03:55:23 GMT

refer this

Re: Qlikview Financial periods (MTD, YTD, LMTD, LYYTD)

Fri, 07 Jun 2013 03:57:11 GMT

Hi Janzen,

Thanks for helping me out , have attached the copy.

Cheers

Re: Qlikview Financial periods (MTD, YTD, LMTD, LYYTD)

yakir_manor — Thu, 21 May 2015 14:26:44 GMT

i resolved it in a nicer way, i wanted to add a dimension called period so i can select or deselect it, that way i can use it in bookmarks, you can see my implementation, i wanted:

7 last days - 1w.

last month - 1m - 30 days.

last year - 365 days back.

you can see my solution in the attached file, you can add more periods or change the calender the same way that was suggested here.

enjoy!

Re: Qlikview Financial periods (MTD, YTD, LMTD, LYYTD)

raajaswin — Mon, 12 Oct 2015 11:02:55 GMT

Hi all,

I too have the same issue.. i need a structure like below

Re: Qlikview Financial periods (MTD, YTD, LMTD, LYYTD)

raajaswin — Wed, 14 Oct 2015 11:02:38 GMT

Hi sri,

I have tried in in this way. It worked fine. see the qvw attached..