topic Re: Sum all values up to date in QlikView

Sum all values up to date

djbloiss — Sat, 16 Nov 2024 04:40:57 GMT

I am trying to create a formula that will sum a field up to date for every date. So on January 1st it would just be January 1st, on January 2nd it would be the 1st and the 2nd, on January 3rd it would be the 1st, 2nd, and 3rd. I found how to do that just for today but I need it for every date. This is what I thought would work but as I tried it I realized it would only work with a variable and it would be impossible to have a variable for every date:

https://community.qlik.com/t5/QlikView-Layout-Visualizations/Sum-across-a-date-range/td-p/353821

This is what I have tried:

sum({$<[Account]={'2000'}, [Journal posting date]={'<='}>}[Transaction amount])

Re: Sum all values up to date

cbushey1 — Wed, 23 Jan 2019 16:33:21 GMT

I was going to post an option for you but came across this community post that I think details what you want to do.

https://community.qlik.com/t5/QlikView-App-Development/set-analysis-YTD-calculation/td-p/800830

Re: Sum all values up to date

MindaugasBacius — Wed, 23 Jan 2019 19:30:56 GMT

Have you looked for Rangesum possibilities in front end?
https://help.qlik.com/en-US/sense/November2018/Subsystems/Hub/Content/Sense_Hub/ChartFunctions/RangeFunctions/rangesum.htm