topic YTD Set analysis in QlikView

YTD Set analysis

Thu, 01 Sep 2011 12:59:33 GMT

I've looked at various solutions regarding ytd set analysis but none of them seem to work for me. When the user select year = 2011 and month = Aug (from available list boxes), the value should be the total value from Jan to end of Aug 2011.

I have used -

sum({$<Year = {$(=max(Year))}, month={"<=max(month))"}>}JrnAmt)

and

sum({$<Year = {$(only(Year))}, month={"<=max(month))"}>}JrnAmt)

and probably every other solution offered but what I'm getting is the same value as the actual for that specific month. So if actual for Aug = 67 000 then

my YTD total is also 67 000 instead of the sum of actuals for Jan - Aug 2011.

Please help.

Regards

YTD Set analysis

Thu, 01 Sep 2011 13:16:32 GMT

Hi,

Try to modify this: sum({$<Date={">=$(=yearstart(max(Date)))<=$(=monthend(max(Date)))"}, Year = , Month = , YearMonth = >} (JrnAmt))

@Ungvall

Senior Business Discovery Manager at Advectas AB

YTD Set analysis

lironbaram — Thu, 01 Sep 2011 13:17:46 GMT

hei what is your dimension in the table

if your dimension is month set analysis wont work because when you put month in the dimension

it like cutting the data by the dimension

so for month august in the dimesion the set of data you are looking at is only the data of august

and set analysis wont help

can you post sample data

YTD Set analysis

sbaldwin — Thu, 01 Sep 2011 13:25:17 GMT

Hi, Have you tried something like:

=sum({$<Year = {$(=max(Year))}, month={'<=$(=max(month))'}>} TOTAL value)

Thanks

Steve

YTD Set analysis

Thu, 01 Sep 2011 13:36:24 GMT

Thx for the answer - I get an error though

sum({$<Date={">=$(=yearstart(max(Date)))<=$(=monthend(max(Date)))"}, Year = , Month = , YearMonth = >} (JrnAmt)) - that is a red ~ underneath the comma after Year = ,

How can a poor novice like me solve this?

Regards