topic Re: Fiscal calendar in QlikView

Fiscal calendar

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

I have the date field.

i have to change start date of the year is 16-12 for all the year

16-12-2016 to 15-01-2017 for jan month

16-02-2017 to 15-03-2017 for feb month

i have attached the sample date please find it .

thanks in advance

Re: Fiscal calendar

tresB — Wed, 07 Feb 2018 06:36:24 GMT

Try like:

Load

Date,

Month(Date-15) as Month

Re: Fiscal calendar

stephenedberkg — Wed, 07 Feb 2018 06:46:33 GMT

if i click the month jan 2017 mean it should calculate the data form

dec 16-12-2016 to 15-01-2017

id	Sales	date
2	200	20-12-2016
4	400	13-01-2017

sales values is 600

Re: Fiscal calendar

tresB — Wed, 07 Feb 2018 06:56:23 GMT

It should be '+' then. Try:

Month(Date + 15) as Month

Re: Fiscal calendar

stephenedberkg — Wed, 07 Feb 2018 07:02:23 GMT

how to add this in master calandar

Re: Fiscal calendar

tresB — Wed, 07 Feb 2018 07:10:09 GMT

When you create month in the master calendar, use this code.

Re: Fiscal calendar

stephenedberkg — Wed, 07 Feb 2018 07:46:37 GMT

this is my sample data ...

i am using master calandar in my application

before that i am using normal master calandar

but now client ask 1st date of the year is 16-12 like wise

Re: Fiscal calendar

tresB — Wed, 07 Feb 2018 07:52:28 GMT

May be I could not make it clear. Let me explain it again. When you create a master calendar, you use script something like:

Load

Date,

Month(Date) as Date, // just replace this script with the one I suggested above.

Year(Date) as Year

From <>; // or may be using autogenerate

Re: Fiscal calendar

stephenedberkg — Wed, 07 Feb 2018 09:52:15 GMT

thank you but

all the month i should take the 16 day only

but iin 31 days month it takes 17 th day

30 month it take 16 th day

Re: Fiscal calendar

tresB — Wed, 07 Feb 2018 10:11:43 GMT

Try like:

Load

Date,

Month(Date) as ActualMonth,

Year(If(Day(Date)>=16, Addmonths(MonthStart(Date),1), Date)) as CustomYear,

Month(If(Day(Date)>=16, Addmonths(MonthStart(Date),1), Date)) as CustomMonth;

Load

Date(AddYears(Today(),-1)+RecNo()) as Date

AutoGenerate 800;

Re: Fiscal calendar

wdchristensen — Wed, 14 Feb 2018 17:08:41 GMT

I recently had to create a Fiscal Year chart where the fiscal year was 9/1/17 - 8/31/18 (US date format). I uploaded a copy of the app as an example:

Line Chart Sorted by Month of Fiscal Year

If that solution doesn't work, could you load and example of one years worth of dates and the expected results. The reason I am requesting that is because your example doesn’t make logical sense. If your fiscal year was only 15 days off your calendar year that would not justify a different calendar from a business perspective. Maybe you meant that the data should be reported in 15 day periods rather than month intervals. If you can show a years worth of “translation” values, I am pretty sure it can easily be adjusted in a formula or in the load script. Good luck!