fiscal year current month calculation

ericdelaqua — Mon, 26 Jan 2026 18:19:17 GMT

Hello,

I need help with set analysis.

I have the sample data below and the date are actually in fiscal year format already which is how the data comes in every month. So 1/1/2018 is actually 1/July 2017 because the fiscal year start july to june. We have the budget data as you can see which go beyond current month (september). I have attached the sample data.

I want to know how to can calculate MTD Amount in set analysis based on this data considering we are in setember but the budget goes beyond current month.

how to get the MTD for last year.

I need it to be dynamic so that if the user selects a data like 1/11/2018 then the MTD Amount is 0 and the MTD Last Year is 13333 . When no selectin is on then the MTD Amount is 25500 and MTD ast year is 13200

I hope my requirement is clear otherwise please let me know.

Thank you

Re: fiscal year current month calculation

manoranjan_d — Tue, 11 Sep 2018 12:10:05 GMT

your query is little confusing, as per my understanding

MTD means month to date

example suppose if the user select today date 11/Sep/2018 means

it will aggregate the data from 1/Sep/2018 to 11/sep/2018.

this is called MTD.

In your query first para says So 1/1/2018 is actually 1/July 2017 how jan data become July month last year data?

pls answer

do you want to calcualte MTD means

you can use below expression and refer the link to have clear understanding of MTD

example:

Sum({<Year=, Month=, Quarter=, Week=, DateField=, DateNum={">=$(=Num(MonthStart(Max(DateNum))))<=$(=Max(DateNum))"}>} Sales)

YTQ, QTD, MTD and WTD

As per last para of your query

suppose if the user select future date means your MTD shd show 0?

pls answer

topic Re: fiscal year current month calculation in QlikView

fiscal year current month calculation

Re: fiscal year current month calculation