topic Total Payments Expression in QlikView

Total Payments Expression

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

Asalamy Aleykum,

Hi There,

I use QuickBooks Advanced Reporting with Qlikview as front end.

I wanted to build expressions that show last sale amount, last payment amount of a specified customer.

Customer Last Sale Amount Last Payment Amount

Ali $xxxx $xxxx

Omar $xxxx $xxxx

I really appreciate any help.

Thanks

Re: Total Payments Expression

Anil_Babu_Samineni — Sat, 28 Oct 2017 11:31:51 GMT

Not sure, where we are talking about. Is that question is initiated one or continuous? Can you brief related the issue

Re: Total Payments Expression

Anonymous — Sat, 28 Oct 2017 11:56:46 GMT

The issue is that I use QuickBooks Advanced Reporting and inside QB there is Qlikview as report building. So, What I wanted is to identify last sales and last payments from a specified customer.

Re: Total Payments Expression

sharpjoki — Sun, 29 Oct 2017 11:19:22 GMT

Hey.

For the first expression, use set analysis with max function by sales date. For the second expression - similarly by the date of payment.

For example, like this:

Sum({<DateOfSale = {'$(=Max(DateOfSale))'}>}AmountOfSale)

Sum({<DateOfPayment = {'$(=Max(DateOfPayment))'}>}AmountOfPayment)

Re: Total Payments Expression

Anonymous — Mon, 30 Oct 2017 17:48:16 GMT

Thanks for your effort but it seems that the expressions you have provided are not applicable in QuickBooks Advanced Reporting.

Example, DateOfSale, are not availabe in QBAR machine.

Thanks

Re: Total Payments Expression

sharpjoki — Tue, 31 Oct 2017 13:23:26 GMT

Hi, I sorry for my English, I work with translator. You need to specify in Set Analysis the condition of the maximum date of the fact of sale, and also specify the condition of the actual sale. I do not know the fields available to you, so I can only guess.

Re: Total Payments Expression

Anonymous — Wed, 01 Nov 2017 05:37:20 GMT

Thanks Vladimir.

I hope you are familiar with QuickBooks Advanced Reporting add-on by Qlikview. If so, my condition of maximum date of sale is

Last invoice date expression is as follows:

[CustomerImportantDates.Last Invoiced Date]

However, I don't know how to set the Last Invoice Amount for the last invoice date and also last payment amount.

Please, if you are familiar with QBAR, help this and improve Qlikview quality!