topic Re: YTD(Year to date) in QlikView

YTD(Year to date)

Thu, 13 Feb 2014 14:49:29 GMT

Hi All,

I have Ratio say sum(amount_paid)/sum(confirmed_policy_premium) and Dimension as a Year.

I want to the ratio for all the years. This works fine.

But i have a scenario where if Current month is September then Current Years will be calculated from January to September and other Previous years from January to December.

I want other Years to be calculated from January to September.

How to achieve this.

Please help me with this. I don't have QVW to attach.

Thanks & regards,

Keerthi

Re: YTD(Year to date)

vikasmahajan — Fri, 14 Feb 2014 09:44:43 GMT

Please go through this qvw.

Vikas

Re: YTD(Year to date)

hic — Fri, 14 Feb 2014 10:13:24 GMT

I would create a YTD flag in my master calendar in the script:

If( Date - YearStart(Date) <= Today() - YearStart(Today()), 1, 0 ) as IsInYTD

This flag can then be used in a chart expression:

Sum( {$<IsInYTD={1}>} Amount )

I can use any dimension; e.g. Year, Month, Product and the expression will still work. I can compare YTD between years this way.

HIC

Re: YTD(Year to date)

Fri, 14 Feb 2014 13:24:00 GMT

Hi Henric,

Say if i have 14-Feb-2014 i.e today's date and my dimension is Year and expression is loss_ratio.

When use the Sum( {$<IsInYTD={1}>} loss_ratio).

Will i get the other years 2012, 2013 loss_ratio calculated only till 14-Feb-2013 and 14-Feb-2012 ???

Thanks & Regards,

Soumya

Re: YTD(Year to date)

hic — Fri, 14 Feb 2014 13:32:33 GMT

Yes. The IsInYTD will flag if the date is before Feb 14, irrespective of which year it is.

HIC

Re: YTD(Year to date)

Fri, 14 Feb 2014 13:38:39 GMT

Thanks a lot

Re: YTD(Year to date)

Fri, 14 Feb 2014 15:56:19 GMT

Hi Henric,

Excelent answer.This way is better useful for regular requirements.it gives better performance than writing

functions in UI side expression.

am i right?

can you please share me any docs like regular usage MTD and YTD and like FTD.i want to implement because helpful at the time optimization.

regards

Mahesh

Re: YTD(Year to date)

hic — Fri, 14 Feb 2014 16:13:53 GMT

Not sure there are any such documents... but I am planning a blog post on the topic.

Basically I always create a set of flags in my master calendar: IsCurrentMonth, IsLastMonth, IsInYTD, etc, and then I use these in Set Analysis. Much cleaner and simpler formulae.

HIC

Re: YTD(Year to date)

Fri, 14 Feb 2014 16:18:01 GMT

Thank you for your reply.We hope,expecting soon from such type of post from your blog.

regards

Mahesh T

Re: YTD(Year to date)

stevedark — Fri, 14 Feb 2014 16:23:12 GMT

I've uploaded a couple of documents showing point in time comparison which may be of interest to you:

QlikView App: Simple Year To Date Example (Set Analysis)

QlikView App: Set Analysis - Prior Period Comparison

Hope they are useful to you.

Steve

Re: YTD(Year to date)

Sat, 15 Feb 2014 15:53:24 GMT

Thanks a lot henric

If i select any year say 2012 then i will get for the complete year right ??

Re: YTD(Year to date)

MK_QSL — Sat, 15 Feb 2014 16:13:06 GMT

Genius...!!!

I was also searching for the short and easy method...

Re: YTD(Year to date)

bernice_gonzale — Mon, 08 Jan 2018 18:52:38 GMT

Is this working for you?

What happens when you select a year, i.e. 2013?

Re: YTD(Year to date)

vikasmahajan — Wed, 10 Jan 2018 17:24:58 GMT

How to calculate previous year ytd same period last year ytd?

Vikas

Re: YTD(Year to date)

hic — Thu, 11 Jan 2018 08:41:31 GMT

Take a look at Year-over-Year Comparisons. The field IsInYTD can be used for any year, not just current year.

HIC

Re: YTD(Year to date)

bernice_gonzale — Fri, 12 Jan 2018 13:53:50 GMT

This is my project and how I resolved it.

1.- I needed in a Pivot table to have these columns: Actual (current months selection) , LYM, CYTD, LYTD

2.-My Measures or calculation are row.

3.- The user should be able to select any year of information and Months. That mean, Current Year can be change to be 2017 or 2016, in consequences the rest of the columns should adjust.

Solutions:

For 1: I create an inline table. With the values I need in my columns.

For 2: In my measures, I added the set analysis that makes the calculation based on a column. Like a Case scenario. I had to use CalendarMonth_Number, because using AddYears(( TransDate) ,-1) was not working for me.

For 3: I'm already using Dimensions as filters.

Re: YTD(Year to date)

StacyCui — Mon, 21 Nov 2022 05:39:08 GMT

Hi, As you mentioned about YTD, I met an issue recently. In my business scope, we need put 'YTD' and Period in a filter for selecting. I created a master calendar that set today as 'YTD'. But when I selected 'YTD' , if there is no order today, that causes other filter in gray. In other words, 'YTD' is not a period time, just only one day. If that function could solve it? I post this issue, could you please help out with it? Thank you so much.