topic Rolling and ytd calculation in QlikView

Rolling and ytd calculation

saichawan — Wed, 25 Nov 2020 16:16:04 GMT

Hello,

I need to find rolling and YTD revenue. rolling month starts from september and ends on august. I have two years of data sep-2019 to aug-2018. i have a text object where current year and last revenue will be displayed. so, when i select rolling in the filter, in the text object revenue should displayed as currrent year rolling revenue and last year rolling revenue.

when i'm using the below code to get revenue, the current year revenue is coming up to be zero and last year revenue is getting switched with current year revenue. Attaching the screenshot of the dashboard for your reference.

='Current Year:'& Num(Sum({<[week] = {">=$(=MakeDate(Year(Today()),9,1) )<=$(=MakeDate(Year(Today())+1,8,30) )"}> } NET_SLS_AMT/1000000),'##.00')
& ' Last Year:'&Num(Sum({<[week] = {">=$(=MakeDate(Year(Today())-1,9,1) )<=$(=MakeDate(Year(Today()),8,30) )"}> } NET_SLS_AMT/1000000),'##.00')

Re: Rolling and ytd calculation

Anonymous — Wed, 11 Dec 2019 10:47:50 GMT

your syntax for current year results in week >= 1.9.2019 <=31.8.2020
for last Year results in week>=1.9.2018<=31.8.2019

is that what you want? your current year starts sept 2019 and end aug 2020?
If yes: what format is week?

Does your next textobject retail quantity show correct numbers? If yes, copy that expression and adapt it to your revenue

Re: Rolling and ytd calculation

saichawan — Wed, 11 Dec 2019 11:14:48 GMT

I'm attaching you the sample data, if that helps you in understanding

Re: Rolling and ytd calculation

saichawan — Wed, 11 Dec 2019 11:16:30 GMT

rolling current year will be- from 2018-sep to 2019- aug and for rolling last year, 2017-sep to 2018-aug

Re: Rolling and ytd calculation

Anonymous — Wed, 11 Dec 2019 13:31:19 GMT

so change to

='Current Year:'& Num(Sum({<[week] = {">=$(=MakeDate(Year(Today()-1),9,1) )<=$(=MakeDate(Year(Today()),8,30) )"}> } NET_SLS_AMT/1000000),'##.00')
& ' Last Year:'&Num(Sum({<[week] = {">=$(=MakeDate(Year(Today())-2,9,1) )<=$(=MakeDate(Year(Today()-1),8,30) )"}> } NET_SLS_AMT/1000000),'##.00')

Re: Rolling and ytd calculation

saichawan — Thu, 12 Dec 2019 06:26:22 GMT

Hey,

With the above formula, rolling current year and rolling last year values are coming out to be same.

PFA>

Re: Rolling and ytd calculation

Brett_Bleess — Wed, 18 Dec 2019 14:35:28 GMT

Check the following Design Blog link regarding the rolling component:

https://community.qlik.com/t5/Qlik-Design-Blog/Accumulations/ba-p/1466581

Here is another one on Set Analysis that may be helpful:

https://community.qlik.com/t5/Qlik-Design-Blog/A-Primer-on-Set-Analysis/ba-p/1468344

Here is the base URL for the Design Blog area, so you can search on your own if you wish to dig for additional posts, there are hundreds of posts in this area from our internal experts that are mostly how-to related, so should be a good place to look for ideas in the future.

https://community.qlik.com/t5/Qlik-Design-Blog/bg-p/qlik-design-blog

Regards,
Brett