Rolling calculation

Wed, 03 Jun 2015 09:15:13 GMT

Hey,

I would like to calculate a twelve month rolling chart which is independend from it's time dimension.

Dimensions:

period_year contains the combination of the month and the year formated as date ("MM.YYYY").

Variables:

v_mr_top_limit = 07.2015
v_mr_bottom_limit = 06.2014

Expression:

=SUM(

period_year={'<$(v_mr_top_limit)>$(v_mr_bottom_limit)'}

>} AGGR(

RANGESUM(

ABOVE(

TOTAL SUM(

period_year

>} values

)

period_year

)

I have expected to see the same value as if I have used the internal chart accumulation function.

I have no idea what causes the problem.

Any suggestions?

Best

Simon

Re: Rolling calculation

Wed, 03 Jun 2015 10:09:17 GMT

I think I have solved the problem on my own

The reason for incorrect calculation is the sort order AGGR() uses because it does not use the current sort order from the chart but the original load order.

In my example this sort order is 2015.1, 2015.10, 2015.11, 2015.12, 2015.2,... etc.

To solve this problem I have done a pre-calculation of the dates and insert my data with a left join.

LET v_month_difference = 18;

LET v_period_year_min = (MAKEDATE(2014,1,1);

FOR i=0 TO ($(v_month_difference)-1)

FACTDATA:

LOAD

$(i)+1 AS sort

,DATE(ADDMONTHS($(v_period_year_min),$(i)),'MM.YYYY') AS period_year

AUTOGENERATE(1)

;

NEXT i;

topic Rolling calculation in QlikView

Rolling calculation

Re: Rolling calculation