topic Re: Set Analysis to include Future Data in QlikView

Set Analysis to include Future Data

cbaqir — Tue, 02 Feb 2016 16:34:19 GMT

What I want is to display one row for each APP_DATE with the max(FCST_DATE) showing as 12/31/2015.

I have created a Variable for max(FCST_DATE) = vMaxFCST_DATE

Only include FCST_AMTs for dates equal to or greater than the m

ax(APP_DATE) where ACT_AMT >0 (APP='ACTUAL').

For example, even though we are in February, we won't yet have any ACT_AMT data for APP_DATE in January so the FCST_AMT sum SHOULD include the FCST_AMT from APP_DATE in January.

I need some help to get the view above.

Sum({$<APP_DATE={">$(=Max({<ACT_AMT={'>0'}>}APP_DATE))"},FCST_DATE={$(vMaxFCST_DATE)}>}FCST_AMT)

Re: Set Analysis to include Future Data

Gysbert_Wassenaar — Tue, 02 Feb 2016 18:38:13 GMT

Maybe this:

=round(Sum({$<FISCAL_YEAR=,APP_DATE={">$(=date(Max({<ACT_AMT={'>0'}>}APP_DATE), 'MM-DD-YYYY'))"}>}FCST_AMT), 1000)/1000

Re: Set Analysis to include Future Data

cbaqir — Tue, 02 Feb 2016 22:50:23 GMT

Thanks - that helps for the <APP_DATE={">$(=Max({<ACT_AMT={'>0'}>}APP_DATE))"} part.

Re: Set Analysis to include Future Data

cbaqir — Wed, 03 Feb 2016 16:06:16 GMT

What's wrong with this syntax?

=Sum({$<APP_DATE={">$(=Max({<ACT_AMT={'>0'}>}APP_DATE))"}, FCST_DATE=date(max(FCST_DATE), 'MM/DD/YY'))>})FCST_AMT)

Re: Set Analysis to include Future Data

Gysbert_Wassenaar — Wed, 03 Feb 2016 16:11:16 GMT

Compare it with this one:

Sum({$< APP_DATE={">$(=Max({<ACT_AMT={'>0'}>}APP_DATE))"}, FCST_DATE={"$(=date(max(FCST_DATE), 'MM/DD/YY')))"}>}FCST_AMT)

Re: Set Analysis to include Future Data

cbaqir — Wed, 03 Feb 2016 16:12:32 GMT

that gives me Error in set Modifier Expression.

Re: Set Analysis to include Future Data

Gysbert_Wassenaar — Wed, 03 Feb 2016 16:18:21 GMT

Works for me: