Sales vs Budget

Fri, 28 Feb 2014 12:53:02 GMT

Hi,
I wonder if someone can help me please with a problem of sales vs budget?

I'm a beginner with QlikView so apologies if this is obvious or easy to fix.

I've looked through the posts and found several similar issues but I haven't been able to find a fix.

Anyway, my problem is that I want to show Sales v Budget.

My setup, simplified, is as follows (apologies for the length of this post) . . .

SalesData:
Customer
Customer class
Salesrep
Item number
Item sales family
Item class
Invoice number
Invoice year
Invoice period
Invoice value
Invoice cost

Budget:
Customer
Year
Period
Item sales family
Budget value

I link my Budget file to my SalesData file via Customer-Year-Period-Item sales family. I do not have a budget record for every customer.

When there are no selections my budget value shows correctly. When there are selections it usually doesn't.

I think this can be best described as 2 problems. I use Salesrep and item class below but in truth, I have many additional analysis classifications, both at the customer level and at the item level so the following applies to each of these . . .

1. When I select a particular Salesrep I seem to be getting a total budget for those customers that we've sold to but it is (obviously) missing out
those customers that we haven't yet sold to but who still have a budget. How do I say "sum the budget for all budget rows in the current year/period selection, regardless of the Salesrep selection"?

2. When I select a particular item class I'm not 100% sure what's happening but the budget is incorrect. I would assume this is because
the item class is not part of my budget file. I guess something similar, but not quite the same, is happening here as in point 1 above.

What I would like to do is be able to calculate the budget independently of the selected SalesData records. So, in other words, display my budget for all budget records in the customer/year/period/item sales family selections. As for any other selections - Well, I'm not sure. 🙂

Any help would be greatly appreciated.

Regards,
Geoff.

Re: Sales vs Budget

Fri, 28 Feb 2014 13:05:52 GMT

Geoff,

Read this excellent post by HIC: http://community.qlik.com/blogs/qlikviewdesignblog/2012/10/26/mixed-granularity

It will give you clues how to solve this problem.

Fabrice

Re: Sales vs Budget

MK_QSL — Fri, 28 Feb 2014 13:05:53 GMT

Can you upload your sample file or qvw?

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Sales vs Budget

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Re: Sales vs Budget