topic Re: % increase from last month in QlikView

% increase from last month

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

Hello,

I have an expression for total payments :

(Sum({<Account={'2000','2001','2002','2003'}>}Trans))*-1

How would I create a measure for % increase in payments from previous month?

I want this to be rolling dates as I load new data every month. So I want...(total for last month-total for current month)/ Total for last month).

Re: % increase from last month

sunny_talwar — Fri, 10 Aug 2018 15:14:28 GMT

Is this in a chart where Month or MonthYear is a dimension? If it is, then try this may be

Sum({<Account={'2000','2001','2002','2003'}>}Trans)/Above(Sum({<Account={'2000','2001','2002','2003'}>}Trans)) - 1

Re: % increase from last month

akuttler — Fri, 10 Aug 2018 15:18:07 GMT

No I want to display it as a KPI at the top of a sheet above other charts. I have a dimension for month year...and I would like it to update with those selections. The date field is called 'TransactionDate'.

Re: % increase from last month

sunny_talwar — Fri, 10 Aug 2018 15:23:19 GMT

So, you would want to compare the max(MonthYear) to its previous? or compare today's month to its previous?

Re: % increase from last month

akuttler — Fri, 10 Aug 2018 15:25:16 GMT

Today's month or max month, to previous month (same year).

But I would also like the option to compare to same month (previous year). Could you do both?

Re: % increase from last month

sunny_talwar — Fri, 10 Aug 2018 15:28:04 GMT

You sure can, it will just help to know what date and time related fields do you have and what are there formats

Re: % increase from last month

akuttler — Fri, 10 Aug 2018 16:42:42 GMT

The date field is 'TransactionDate' fomat 'mm/dd/yyyy'

Re: % increase from last month

sunny_talwar — Fri, 10 Aug 2018 16:47:22 GMT

May be try this

Sum({<Account = {'2000','2001','2002','2003'}, TransactionDate = {"$(='>=' & Date(MonthStart(Max(TransactionDate)), 'MM/DD/YYYY') & '<' & Date(MonthStart(Max(TransactionDate), 1), 'MM/DD/YYYY'))"}>}Trans)/

Above(Sum({<Account = {'2000','2001','2002','2003'}, TransactionDate = {"$(='>=' & Date(MonthStart(Max(TransactionDate), -1), 'MM/DD/YYYY') & '<' & Date(MonthStart(Max(TransactionDate)), 'MM/DD/YYYY'))"}>}Trans)) - 1

Re: % increase from last month

akuttler — Fri, 10 Aug 2018 16:55:34 GMT

It gives me NULL

Re: % increase from last month

sunny_talwar — Fri, 10 Aug 2018 17:01:55 GMT

Would you be able to provide a sample?

Re: % increase from last month

akuttler — Fri, 10 Aug 2018 17:28:28 GMT

The Current month total works: Sum({<Account = {'2000','2001','2002','2003'}, TransactionDate = {"$(='>=' & Date(MonthStart(Max(TransactionDate)), 'MM/DD/YYYY') & '<' & Date(MonthStart(Max(TransactionDate), 1), 'MM/DD/YYYY'))"}>}Trans)

So how would I alter it to represent last month total?

the expression below gives me null

Re: % increase from last month

sunny_talwar — Fri, 10 Aug 2018 17:31:32 GMT

Let me ask you this? Are you using this in a chart or text box object? If this is in a chart, what all dimensions do you have?

Re: % increase from last month

akuttler — Fri, 10 Aug 2018 17:34:08 GMT

Text object.

Re: % increase from last month

sunny_talwar — Fri, 10 Aug 2018 17:35:52 GMT

Hahahaha, try this (without Above())

Sum({<Account = {'2000','2001','2002','2003'}, TransactionDate = {"$(='>=' & Date(MonthStart(Max(TransactionDate), -1), 'MM/DD/YYYY') & '<' & Date(MonthStart(Max(TransactionDate)), 'MM/DD/YYYY'))"}>}Trans) - 1

Re: % increase from last month

akuttler — Fri, 10 Aug 2018 17:59:08 GMT

Yes! thank you I tried to do the -1 but it didn't work for some reason. here's the kicker...I have a month year filter...so when i select a month, the current month total updates accordingly, but the previous month total goes to zero...why is that?

Re: % increase from last month

sunny_talwar — Fri, 10 Aug 2018 18:01:02 GMT

What is the name of your month year field?

Re: % increase from last month

lfholland — Fri, 10 Aug 2018 18:01:42 GMT

Try this. This will sum your "Trans" for the month of July since this month is August. If you wanted June, the number in the first "addmonths" piece would be -3 and the number in the second "addmonths" piece would be -2 and so forth. For a trailing 12 months, the number in the first "addmonths" piece would be -12 and the number in the second one would stay a -1. For 12 months before that, -24 and -13, etc. etc. Hope this helps.

=sum({$<Year={"<=$(=Max(Year))"}, MonthName={">=$(=addmonths(today(), -2)) <=$(=addmonths(today(), -1))"},Account={'2000','2001','2002','2003'}>}Trans)

Re: % increase from last month

akuttler — Fri, 10 Aug 2018 18:04:33 GMT

its a dimension: 'MonthYear' =Date(MonthStart(TransactionDate), 'MMMM YYYY')

Re: % increase from last month

sunny_talwar — Fri, 10 Aug 2018 18:06:42 GMT

Do this in the script to create a new field and then use that as your filter.

Date(MonthStart(TransactionDate), 'MMMM YYYY') as MonthYear

and then use this expression

Re: % increase from last month

lfholland — Fri, 10 Aug 2018 18:07:05 GMT

Oh, "MonthName" is our field for Month/Year. You would need to replace that with your "TransactionDate" field, I believe.