topic Default Year in Qlikview in QlikView

Default Year in Qlikview

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

Hi,

I have a chart where we are showing Sales by Region. We have a filter on Year and Month.

We need to make it as default selection as Current Year and Current Month.

In Date table we have two flag called Current Year Flag and Current Month Flag. If Flag value is 1, then it shows Current Year and Current Month.

How can we implement this.

We cant use max Year or max Month, as Date table has date till 2036 year.

Please suggest.

Thanks,

Sarif

Re: Default Year in Qlikview

sergio0592 — Sat, 25 Feb 2017 18:04:34 GMT

You can try with trigger :

Document Properties -> Triggers -> On Open ->Add action -> Select in field -> Current Year flag=1

Current Month flag=1

Re: Default Year in Qlikview

mhmmd_srf — Sat, 25 Feb 2017 18:10:54 GMT

okk...

but if user select any other Year and Month after opening will it change accordingly?

Please suggest.

Thanks,

Sarif

Re: Default Year in Qlikview

sergio0592 — Sat, 25 Feb 2017 18:16:01 GMT

Yes, user can change values after opening. If you want restrict values to current year and current month without user selection has effect, use set analysis.

Re: Default Year in Qlikview

mhmmd_srf — Sat, 25 Feb 2017 18:27:20 GMT

okk...,

But in Set Analysis if we use sum({<CurrentYearFlag= {1}>}Sales).

Then it will show for Current Year Sales. If we select any other Year, chart will show 0. Because it is kind of Hard coding, as we putting Flag =1.

How to handle this situation?

We have another Pivot Table, where we need to show MTD Sales and YTD Sales. With same functionality.

Please suggest.

Thanks,

Sarif

Re: Default Year in Qlikview

mhmmd_srf — Sat, 25 Feb 2017 18:35:17 GMT

It is not working sir...I am attaching my App. Please check.

Re: Default Year in Qlikview

sergio0592 — Sat, 25 Feb 2017 18:40:41 GMT

So, try to put a dynamic flag. Create a variable V_flag_year with : GetfieldSelection(Current_Year_flag). Create a list selection with Current_Year_flag field.

Use the variable V_flag_year in your set analysis expression.

Re: Default Year in Qlikview

sergio0592 — Sat, 25 Feb 2017 18:50:00 GMT

I'am not at home, i can't open your .qvw. If you have somme screenshots.

Re: Default Year in Qlikview

Anonymous — Sat, 25 Feb 2017 19:01:31 GMT

As Jean suggested, set the trigger in the document properties select in field , year =year(today()) and month = Month(Today()) on open. And after open if the user select different year or month, the filter reflects accordingly.

Re: Default Year in Qlikview

sureshsindhigi — Sat, 25 Feb 2017 19:08:49 GMT

Hi Mohammad,

After referred you requirement, good that you have already created current year flag use this flag create a text object, name as "Reset to Default" Button & apply the action as "Clear All" and second action would be select Current year Flag, as per my knowledge this is the best practice where we have to provide this kind of button whereas users select some different selection & if they want to come back with default selection for any time of navigation.

Attached QVW for your reference & applied only for the year you can add current month & hope this will be helpful your requirement.

Regards,

Suresh Sindhigi.

Re: Default Year in Qlikview

mhmmd_srf — Sun, 26 Feb 2017 11:15:38 GMT

Hi Shiva,

In this case we will get data on Calendar Year basis. But we need to show on Fiscal year Basis.

Please help.

Thanks,

Sarif

Re: Default Year in Qlikview

Anonymous — Sun, 26 Feb 2017 12:01:12 GMT

So for example if your fiscal year is from 1st july to 31st of june, you can select in year field like if(Month(Today())>=7, year(Today())+1,Year(today())). just the same method you used to create the fiscal year field from the date field in your calender.

Hope it helps!

Re: Default Year in Qlikview

mhmmd_srf — Mon, 27 Feb 2017 03:05:46 GMT

okk.. got it Shiva..

But if I put simple CurrentYearfLag =1 , then also it is not behaving as expected.

Am I doing correct?

Please help.

Thanks,

Sarif

Re: Default Year in Qlikview

marioglasmv — Mon, 27 Feb 2017 08:46:29 GMT

Try the following:

sum({<Year =, CurrentYearFlag= {1}>}Sales)

Re: Default Year in Qlikview

Anonymous — Mon, 27 Feb 2017 09:40:09 GMT

hi,

as data tables has dates till 2036, you can use =Date(Max(DSTDTE), 'MMM-YYYY') to display the greatest value from the data.

or =Date(Today(),'MMM-YYYY') for current values.

happy Qliking.

Re: Default Year in Qlikview

Anonymous — Tue, 28 Feb 2017 13:22:42 GMT

Mohammad, If the date table is like current year when flag =1 , why is that 2016 and 2017 are available in Current year filter and 2017 is fiscal year?? I think they should be reverse i guess.