topic Financial in QlikView

Financial

nagarjuna_kotha — Tue, 30 Jun 2015 04:15:02 GMT

Hi all,

I need help on creating Financial year.For example I have field DOJ.

To that

i want Year view-- 2014-2015 and 2015-2016

Month view Aprl to Mar and also Q1,Q2,Q3 Q4.

Find below Sample dATA.

Its Urgent>>>>>>>>

Re: Financial

prashantbaste — Tue, 30 Jun 2015 04:23:59 GMT

Hi Nagarjuna

Do you want Financial year for joining or years from joining till today? Please clarify it.

If you just want Financial Year & Quarter of Joining you can use

- YearName(DOJ, 0, 4) as FinYear

- If(Num(Month(DOJ))>3, Ceil(Num(Month(DOJ))/3),4) as FinQtrNum

Let me know if this helps to resolve your issue.

Regards,

Prashant P Baste

Re: Financial

senpradip007 — Tue, 30 Jun 2015 04:42:13 GMT

Try to use this in script.

Dual(Year-1 &'-'& Year, Year) as FinYear

Hope it will help.

Re: Financial

nagarjuna_kotha — Tue, 30 Jun 2015 04:49:10 GMT

CAn u show that using Sample data

I m not geting that

Re: Financial

Tue, 30 Jun 2015 05:16:46 GMT

hi,

It will help u

lo:

LOAD DOJ,

YearName(DOJ, 0, 4) as FinYear,

If(Num(Month(DOJ))>3,'Q' & Ceil(Num(Month(DOJ))/3),4) as FinQtrNum

FROM

(ooxml, embedded labels, table is Sheet1);

Thank u,

balaji

Re: Financial

settu_periasamy — Tue, 30 Jun 2015 05:19:04 GMT

Hi,

try this.

FiscalCalendar:
LOAD
*,
Dual('Q' & Ceil((Mod(Month(Date) - 4, 12)+1 )/3), Ceil((Mod(Month(Date) - 4, 12)+1 )/3)) AS FiscalQtr, 
Dual(Text(Date(MonthEnd(Date), 'MMM')), (Mod(Month(Date) - 4, 12)+1 )) AS FiscalMonthName, 
Year(Date) AS Year,
Month(Date) AS Month,
Date(MonthEnd(Date), 'MMM') AS MonthName,  
Dual('Q' & Ceil(Month(Date)/3), Ceil(Month(Date)/3)) AS Quarter, 
Mod(Month(Date) - 4, 12)+1 AS FiscalMonth, 
YearName(Date, 0, 4) AS FiscalYear
FROM
SampleData.xlsx
(ooxml, embedded labels, table is Sheet1);

Fiscal and Standard Calendar generation

Re: Financial

Tue, 30 Jun 2015 05:35:14 GMT

Hi,

use this code it will help u to complete u r task

SET vstartmonth = 4;

LOAD DOJ,

'Q' & left(Ceil(DOJ/3),1) as quarter,

YearName(DOJ, 0, 4) as Year

FROM

(ooxml, embedded labels, table is Sheet1);

Thank you,

balaji.k