topic Re: Financial year on Graph in QlikView

Financial year on Graph

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

I am trying to create a graph to show all three financial years, FY17, FY18 and FY19. The first month in our financial year is July. What can I do to make "July" the first month that appears on the graph.

Below what my graph currently looks like:

Thanking you kindly.

Joanne

Re: Financial year on Graph

kaushiknsolanki — Mon, 25 Mar 2019 09:15:42 GMT

Hi,

This link should help you.

https://community.qlik.com/t5/Qlik-Design-Blog/Fiscal-Year/ba-p/1472103

Regards,

Kaushik Solanki

Re: Financial year on Graph

Somasundaram — Mon, 25 Mar 2019 09:19:32 GMT

hi,

Create a table like below,

Load * inline[

Month, Order

July,1

Aug,2

Sep,3

Jun,12

];

load the above data before month details calculation.

Go to Chart properties -> Sorting select the dimension and select Sort as load order.

Or,

Use of pick and match function create a calculated dimension,

=Pick(match(Month,'Jul','Aug',.....),'Jul','Aug'...)

Re: Financial year on Graph

tush — Mon, 25 Mar 2019 09:51:41 GMT

Hi,

Try to use Fiscal year logic for your requirement.

like:-

The script for creating fiscal year and fiscal month then becomes:

Set vFM = 4 ; // First month of fiscal year in your case July i.e. 7

Calendar:
Load Dual(fYear-1 &'/'& fYear, fYear) as FYear,          // Dual fiscal year
         Dual(Month, fMonth)                as FMonth,           // Dual fiscal month
          *;
Load Year + If(Month>=$(vFM), 1, 0) as fYear,           // Numeric fiscal year
         Mod(Month-$(vFM), 12)+1        as fMonth,          // Numeric fiscal month
          *;
Load Year(Date)                              as Year,           // Your standard master calendar
         Month(Date)                            as Month,
        …

for more understanding please refer below link:-

https://community.qlik.com/t5/Qlik-Design-Blog/Fiscal-Year/ba-p/1472103

Thanks

Tushar