topic Set Analysis for Current Quarter in QlikView

Set Analysis for Current Quarter

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

Hi,

I am trying to create an expression which will sum a field just for the current quarter.

My quarters period are not default and need to change to the below:

Aug-Oct = Q1

Nov-Jan=Q2

Feb-Apr=Q3

May-Jul=Q4

I am trying to use Set Analysis:

=Sum({< DATE = {'>=$(=Date(vQuarterStart))<=$(=Date(vQuarterEnd))'} >} Revenue)

I need help with how I can set up the variables, vQuarterStart and vQuarterEnd to always be the current Quarter, first and last date?

e.g so if you looked at the field today it should show the sum between 01-Nov-17 - 31-Jan-18

Thanks.

tresB — Thu, 04 Jan 2018 12:08:03 GMT

try using third parameter (first month of the year), like:

vQuarterStart=QuarterStart(today(),0,8)

vQuarterEnd=QuarterEnd(today(),0,8)

sunny_talwar — Thu, 04 Jan 2018 12:09:58 GMT

Try this

=Sum({<DATE = {"$(='>=' & Date(QuarterStart(Today(), 0, 8)) & '<' & Date(QuarterStart(Today(), 1, 8)))"}>} Revenue)

antonaks — Thu, 04 Jan 2018 12:17:02 GMT

You can use this expression to define a quarter:

Ceil(Month(ID_DATE)/3)

alwayslearning — Thu, 04 Jan 2018 12:20:21 GMT

Thanks. Works perfectly.

alwayslearning — Thu, 04 Jan 2018 12:34:13 GMT

Thanks Sunny