Transitioning year and pulling previous YTD data

zcatoe — Fri, 07 Jan 2022 18:53:37 GMT

I am trying to pull YTD from a previous year (2021) now that we have transitioned into the new year. Previously, this is the expression I always used:

Sum( {$<IsInYTD={1},[Restated POS Year] = {$(=Max([Restated POS Year]))}>} [Retail Sales Dollars])

Is there a simple change I can make to this formula in order to still get full YTD 2021 data for this particular set or will I have to change more in the script itself?

Thanks in advance!

Re: Transitioning year and pulling previous YTD data

_Gerardo_ — Fri, 07 Jan 2022 20:17:54 GMT

Your formula is still valid for Current YTD, for Previous YTD (PYTD) you need to create a new one:

1. Assuming that the values for Restated POS Year are all years, you will need to decrease in 1 the max year:

$(=Max([Restated POS Year])-1)

2. Optionally In script, create a new Flag IsInPTYD (is in Previous Year To Date) with value 1 for 2021 and 0 for current year and the rest of the years, or just remove that part from Set Analysis formula.

Final version of formula with suggested changes:

Sum( {$<IsInPYTD={1},[Restated POS Year] = {$(=Max([Restated POS Year])-1)}>} [Retail Sales Dollars])

Regards.

topic Re: Transitioning year and pulling previous YTD data in QlikView

Transitioning year and pulling previous YTD data

Re: Transitioning year and pulling previous YTD data