topic Re: Expression to trigger current fiscal year as preselection in QlikView

Expression to trigger current fiscal year as preselection

Mon, 31 Mar 2014 08:59:41 GMT

Hi,

I would like to preselect the current fiscal year on opening the the QVW. I have the same for the current month, so the general approach is clear.

But how can I select the current fiscal year? The data in the corresponding field looks like e.g. '2013/2014' and I'm stuck on building the expression for the trigger.

Thanks.

Re: Expression to trigger current fiscal year as preselection

its_anandrjs — Mon, 31 Mar 2014 09:08:38 GMT

Use Document event trigger and apply selection trigger for the current fiscal year field and when you open the application the current selection of fiscal year selection comes.

Hope this helps

Thanks & Regards

Re: Expression to trigger current fiscal year as preselection

Mon, 31 Mar 2014 09:12:30 GMT

Thanks.

I would like to have it dynamically, meaning today is the last day in the FY13/14, tomorrow starts FY14/15, so I would like to preselect the currently valid FY. Is that possible?

Re: Expression to trigger current fiscal year as preselection

alexandros17 — Mon, 31 Mar 2014 09:12:53 GMT

Have you tried with this?

If(today() <= makedate(year(today()), 3, 31),

(Year(Today())-1) & '/' & Year(Today()),

Year(Today()) & '/' & (Year(Today())+1)

)

Re: Expression to trigger current fiscal year as preselection

tresB — Mon, 31 Mar 2014 09:17:34 GMT

Generic expression:

=((Year(Today()) + If(Month(Today())>=4, 1, 0) )-1)& '/'& (Year(Today()) + If(Month(Today())>=4, 1, 0) )

Assuming, April is the first month of fiscal year.

Re: Expression to trigger current fiscal year as preselection

Mon, 31 Mar 2014 09:29:35 GMT

I don't know what I'm doing wrong, when using these expressions in a listbox they're working fine, but not as an document event trigger .

Re: Expression to trigger current fiscal year as preselection

tresB — Mon, 31 Mar 2014 09:30:58 GMT

Try to upload a sample qvw that demonstrates the issue.

Re: Expression to trigger current fiscal year as preselection

simondachstr — Mon, 31 Mar 2014 09:31:29 GMT

Try using the =max() function to determine the latest day.

Re: Expression to trigger current fiscal year as preselection

Mon, 31 Mar 2014 09:33:24 GMT

This won't work if I understand you correctly, as we already have future dated FYs in the system.

Re: Expression to trigger current fiscal year as preselection

its_anandrjs — Mon, 31 Mar 2014 09:39:42 GMT

If in your Financial Year field you have a updated max date then in document trigger use On Open -> Add action -> select in field -> select financial year field -> in Search string type =Max(Financial Year).

Hope this helps

Thanks & Regards

Re: Expression to trigger current fiscal year as preselection

Mon, 31 Mar 2014 09:52:34 GMT

Thanks, it's working now.

It was my mistake, as I "forgot" that I implemented a new alternate state last week, so the selection, although correct, did not have any effect.