topic Re: YTD,PYTD in QlikView

YTD,PYTD

qlikview979 — Wed, 25 Nov 2020 16:16:04 GMT

Hi Experts,

I have 2 years of data in 2017,2016 .I want sales of YTD,PYTD.

In front end i want show like this

When i open qv in list box should be default selection in max year and In text objects i want to show YTD,PYTD.

ID	Date	Sales
1	1/1/2017	10000
2	2/2/2017	20000
3	3/2/2017	30000
4	4/2/2017	40000
5	5/3/2017	50000
7	1/1/2016	5000
8	2/1/2016	10000
9	3/1/2016	15000
10	4/1/2016	20000
11	5/1/2016	25000
12	6/1/2016	27000

Expected output:-

when i open QV and selection of 2017

YTD Sales is 150000

PYTD Sales is 75000

When i select 2016

YTD Sales is 0

PYTD Sales is 102000

In case i have 2015 data in source file i want like this if i select 2016 i want

2016 as YTD Full sales

2015 as PYTD Full sales

Re: YTD,PYTD

Anil_Babu_Samineni — Wed, 02 Aug 2017 03:37:49 GMT

Eve, When you are selected 2016 why YTD sales is 0 and PYTD sales has some value? Does it make sense to you?

Re: YTD,PYTD

arvind_patil — Wed, 02 Aug 2017 03:39:31 GMT

H mahes,

For PYTD use below expression:

Sum({<Date={">=$(=Num(YearStart(Max(Date), -1)))<=$(=AddYears(Max(Date), -1))"}>} Sales)

For YTD use below Expression:

Sum({<Date={">=$(=Num(YearStart(Max(Date))))<=$(=Max(Date))"}>} Sales)

Thanks,

Arvind Patil

Re: YTD,PYTD

qlikview979 — Wed, 02 Aug 2017 03:51:25 GMT

Sorry anil,

When i select 2016 ,i want to show 2016 as YTD, 2015 data as PYTD(if 2015 data is available in source)

Regards

Re: YTD,PYTD

qlikview979 — Wed, 02 Aug 2017 03:56:15 GMT

Hi Arvind, when i go for default selection 2017 PYTD is showing "0"but here

when i go for default selection 2017

2017 data should be 150000

2016 data should be 75000

when i go for selection 2016(if 2015 sales like 100000)

2016 data should be 102000

2015 data should be 100000

Regards

Re: YTD,PYTD

Anil_Babu_Samineni — Wed, 02 Aug 2017 04:01:25 GMT

One more question?

How come LYTD is 75000 rather 102000?

Output i got something like below for 2017

and for 2016, I got it like below

Note - Enclosed Attached the QVW

Re: YTD,PYTD

antoniotiman — Wed, 02 Aug 2017 04:07:02 GMT

Hi Mahesh,

see Attachment.

Regards,

Antonio.

Re: YTD,PYTD

qlikview979 — Wed, 02 Aug 2017 04:24:31 GMT

HI Anil,

logic is in the year 2017 having 5 months of data like Jan,Feb,Mar,Apr,May

in the year 2016 having 6 months of data like Jan,Feb,Mar,Apr,May,june

when select 2017

i want the 5 months sales from 2017(YTD)

i want the 5 months sales from 2016 (PYTD) (I don't want June data)

when i select 2016 i want all months data from 2016(YTD)

i select 2016 i want all months data from 2015(IN CASE DATA IS AVAILABLE IN SOURCE OTHER WISE "0")

Regards

Mahesh

Re: YTD,PYTD

balar025 — Wed, 02 Aug 2017 04:25:18 GMT

Get last 6 month record from selected month number

Might this help you.

Only change is, you can create one more Rolling Type by PYTD and change cndtion to Year-1.

Re: YTD,PYTD

Anil_Babu_Samineni — Wed, 02 Aug 2017 04:27:43 GMT

I think AM already provided, Have a look Antonio solution. If not, We may offer you nearest to next reply