topic Calculating YTD and MTD in QlikView

Calculating YTD and MTD

limfungkeat — Tue, 29 Jun 2021 09:10:54 GMT

Hi ..all

The below is the sample data set / format i have ..what is my expression like in straight table if i will to get my YTD and MTD SalesAmount ?

Invoice date SaleAmount

1/1/2021 4568

1/6/2021 1234

2/6/2021 4321

29/6/2021 8888

dineshm030 — Wed, 30 Jun 2021 10:48:08 GMT

In Script add new :

Year(Invoice date) as Cal_Year

Month(Invoice date) as Cal_Month

YTD:

Sum({<Cal_Year={$(=Max(Cal_Year))},Cal_Month= {"<=$(=max( Cal_Month))"}>}SaleAmount

MTD:

Sum({<Cal_Month= {"=$(=max( Cal_Month))"}>}SaleAmount

limfungkeat — Fri, 02 Jul 2021 09:08:26 GMT

Thanks Dinesm030. Figures are shown now ..but the YTD and MTD is the same ..i wonder where goes wrong ...hmmmm