topic Re: YoY Growth in QlikView

YoY Growth

Wed, 25 Nov 2020 16:16:04 GMT

Hi Qlik Community,

I have been looking a lot on YoY Growth calculation posts, but none seem to work for me.

I have a dataset with 60 months of sales data.

The SCRIPT looks like this:

LOAD

Year([PERIOD]) as YEAR,

Month([PERIOD]) as MONTH,

MonthName([PERIOD]) as MONTHYEAR,

VALUE,

SALES_TYPE,

PRODUCT,

PERIOD

Value = Sales

Sales_TYPE = Units or Local Currency

PERIOD = Month (as MM/YYYY)

What I want to do is create a line chart with 60 months of sales points, displaying for each month the VALUE from last year (using dimensions MONTHYEAR & PRODUCT). For example, in OCT16, the value for OCT15 should be displayed, and in OCT15, the value for OCT14, etc etc.

Ultimately what I want to calculate is the Yearly Evolution Index for each month (market share from actual month, over Market Share from last year's month * 100).

Thanks a lot for your help,

Best,

Re: YoY Growth

sunny_talwar — Mon, 12 Dec 2016 21:51:27 GMT

Have you looked at The As-Of Table‌. This should fit your requirement perfectly

Re: YoY Growth

Tue, 13 Dec 2016 21:36:29 GMT

Hi Sunny,

I created the As-Of Table but I am not able to calculate the YoY for each month anyway.

What I exactly need to do is for every month calculate (actual month / same month last year -1). For example for Feb16 = Feb16 / Feb15 -1

My script now looks like this:

DB_PM:

LOAD

AVG_PRICE,

VALUE,

SALES_TYPE,

PRODUCT,

PERIOD

FROM [lib://SENSE IMS/PM DATABASE\PM CSV HISTORICAL TEST\DB_PM_QLIKSENSE_HISTORICAL.csv]

(txt, codepage is 1252, embedded labels, delimiter is ',', msq);

QuartersMap:

MAPPING LOAD

rowno() as Month,

'Q' & Ceil (rowno()/3) as Quarter

AUTOGENERATE (12);

Temp:

Load

min(PERIOD) as minDate,

max(PERIOD) as maxDate

Resident DB_PM;

Let varMinDate = Num(Peek('minDate', 0, 'Temp'));

Let varMaxDate = Num(Peek('maxDate', 0, 'Temp'));

DROP Table Temp;

TempCalendar:

LOAD

$(varMinDate) + Iterno()-1 As Num,

Date($(varMinDate) + IterNo() - 1) as TempDate

AutoGenerate 1 While $(varMinDate) + IterNo() -1 <= $(varMaxDate);

MasterCalendar:

Load

TempDate AS PERIOD,

week(TempDate) As Week,

Year(TempDate) As Year,

Month(TempDate) As Month,

Day(TempDate) As Day,

YeartoDate(TempDate)*-1 as CurYTDFlag,

YeartoDate(TempDate,-1)*-1 as LastYTDFlag,

inyear(TempDate, Monthstart($(varMaxDate)),-1) as RC12,

date(monthstart(TempDate), 'MMM-YYYY') as MonthYear,

ApplyMap('QuartersMap', month(TempDate), Null()) as Quarter,

Week(weekstart(TempDate)) & '-' & WeekYear(TempDate) as WeekYear,

WeekDay(TempDate) as WeekDay

Resident TempCalendar

Order By TempDate ASC;

Drop Table TempCalendar;

// ======== Create a list of distinct Months ========

tmpAsOfCalendar:

Load distinct MonthYear

Resident [MasterCalendar] ;

// ======== Cartesian product with itself ========

Join (tmpAsOfCalendar)

Load MonthYear as AsOfMonthYear

Resident tmpAsOfCalendar ;

// ======== Reload, filter and calculate additional fields ========

[As-Of Calendar]:

Load MonthYear,

AsOfMonthYear,

Round((AsOfMonthYear-MonthYear)*12/365.2425) as MonthYearDiff,

Year(AsOfMonthYear)-Year(MonthYear) as YearDiff

Resident tmpAsOfCalendar

Where AsOfMonthYear >= MonthYear;

Drop Table tmpAsOfCalendar;

Re: YoY Growth

sunny_talwar — Tue, 13 Dec 2016 22:16:43 GMT

Would you be able to share what you have (with the AsOfDate calendar) and I might be able to suggest you a working solution?

Re: YoY Growth

Tue, 20 Dec 2016 12:09:04 GMT

Hi Sunny,

Sorry for the delay. I had to sample the data due to confidentialy issues.

Here you will be able to download the .qvf:

Qlik Sense App - Historic Sales - Google Drive

Thanks a lot for your help

Re: YoY Growth

sunny_talwar — Tue, 20 Dec 2016 12:12:44 GMT

I am unable to open that location, can you directly attach here?

Uploading a Sample

Re: YoY Growth

Tue, 20 Dec 2016 12:15:21 GMT

done.

thanks,