topic Rolling 3-Month Calculation (Set Analysis) in QlikView https://community.qlik.com/t5/QlikView/Rolling-3-Month-Calculation-Set-Analysis/m-p/27843#M772255 <HTML><HEAD></HEAD><BODY><P>Hello,</P><P></P><P>I am currently trying to use set analysis to calculate the rolling cumulative 3-month return, standard deviation of returns and average market value for various accounts (A through F). In the attached file, I am using rangesum, rangestdev and rangeavg for those calculations, respectively, but am looking to use set analysis instead so that when I filter my scatter plot chart by date, the rolling calculations don't change.</P><P></P><P>For example, if you clear all filters, as of 5/31/2017, the rolling 3-month return for account B in the table is 18.69% (which is the correct value). However, if you select 5/31/2017 in the calendar drop down, the 3-month rolling return in the table changes to 2.56% (which is wrong). Same problem with standard deviation and market value calculations. This is likely because I am using the range functions instead of set analysis to specify a rolling date range.</P><P></P><P>Any suggestions would be greatly appreciated.</P><P></P><P>Thank you!</P></BODY></HTML> Wed, 25 Nov 2020 16:16:04 GMT Anonymous 2020-11-25T16:16:04Z Rolling 3-Month Calculation (Set Analysis) https://community.qlik.com/t5/QlikView/Rolling-3-Month-Calculation-Set-Analysis/m-p/27843#M772255 <HTML><HEAD></HEAD><BODY><P>Hello,</P><P></P><P>I am currently trying to use set analysis to calculate the rolling cumulative 3-month return, standard deviation of returns and average market value for various accounts (A through F). In the attached file, I am using rangesum, rangestdev and rangeavg for those calculations, respectively, but am looking to use set analysis instead so that when I filter my scatter plot chart by date, the rolling calculations don't change.</P><P></P><P>For example, if you clear all filters, as of 5/31/2017, the rolling 3-month return for account B in the table is 18.69% (which is the correct value). However, if you select 5/31/2017 in the calendar drop down, the 3-month rolling return in the table changes to 2.56% (which is wrong). Same problem with standard deviation and market value calculations. This is likely because I am using the range functions instead of set analysis to specify a rolling date range.</P><P></P><P>Any suggestions would be greatly appreciated.</P><P></P><P>Thank you!</P></BODY></HTML> Wed, 25 Nov 2020 16:16:04 GMT https://community.qlik.com/t5/QlikView/Rolling-3-Month-Calculation-Set-Analysis/m-p/27843#M772255 Anonymous 2020-11-25T16:16:04Z Re: Rolling 3-Month Calculation (Set Analysis) https://community.qlik.com/t5/QlikView/Rolling-3-Month-Calculation-Set-Analysis/m-p/27844#M772256 <HTML><HEAD></HEAD><BODY><P>This?</P><P></P><P><IMG alt="Capture.PNG" class="jive-image image-1" src="https://community.qlik.com/legacyfs/online/203853_Capture.PNG" style="height: 231px; width: 620px;" /></P></BODY></HTML> Wed, 30 May 2018 02:40:46 GMT https://community.qlik.com/t5/QlikView/Rolling-3-Month-Calculation-Set-Analysis/m-p/27844#M772256 sunny_talwar 2018-05-30T02:40:46Z Re: Rolling 3-Month Calculation (Set Analysis) https://community.qlik.com/t5/QlikView/Rolling-3-Month-Calculation-Set-Analysis/m-p/27845#M772257 <HTML><HEAD></HEAD><BODY><P>Try this?</P><P></P><P><STRONG>RangeSum(Above(Only({&lt;Date=&gt;}Return),0,3))</STRONG></P></BODY></HTML> Wed, 30 May 2018 02:43:54 GMT https://community.qlik.com/t5/QlikView/Rolling-3-Month-Calculation-Set-Analysis/m-p/27845#M772257 Anil_Babu_Samineni 2018-05-30T02:43:54Z Re: Rolling 3-Month Calculation (Set Analysis) https://community.qlik.com/t5/QlikView/Rolling-3-Month-Calculation-Set-Analysis/m-p/27846#M772258 <HTML><HEAD></HEAD><BODY><P>Thank you Sunny! Very helpful</P></BODY></HTML> Wed, 30 May 2018 15:20:27 GMT https://community.qlik.com/t5/QlikView/Rolling-3-Month-Calculation-Set-Analysis/m-p/27846#M772258 Anonymous 2018-05-30T15:20:27Z