Dynamic Year to Date Calculation

sabmaldun4 — Sat, 16 Nov 2024 04:25:59 GMT

Hello,

I am quite new to Qulikview. I am trying to create a Calculation for the Year to Date. The Goal is that I can still choose the month and Year from the filter, so the Year to date is calculated accordingly. The fields that I have are Month Year and Salesamount. The Salesamount is aggregated on monthly bases.

I tried to flag the Month from starting of the year until today() with a 1 in the loadscript, but then I cannot choose the months from the filter anymore because it is fix in Set expression statement.

In forum I found this solution:

sum({<Year=, Month=,CalDate= {'>=$(=YearStart(Max(CalDate)))<=$(=Max(CalDate))'}>}NetCount)

Anyone knows how to adapt it to my case or can help me with an own solution?

Thank you!!

Re: Dynamic Year to Date Calculation

Vegar — Sat, 16 Feb 2019 09:17:05 GMT

Try
SUM({<
Year={"$(=MAX(Year))"},
Month={"<=$(=MAX(Month))"},
>}
Salesamount)

You might need to change the max(Month) to maxstring(Month) depending how Month is stored.

Re: Dynamic Year to Date Calculation

sabmaldun4 — Sat, 16 Feb 2019 21:52:41 GMT

This helped me.
Thank you very much 😃

topic Dynamic Year to Date Calculation in QlikView

Dynamic Year to Date Calculation

Re: Dynamic Year to Date Calculation

Re: Dynamic Year to Date Calculation