ytd funtion

kunkumnaveen — Mon, 07 Dec 2015 05:56:32 GMT

hello all ,i was going through few of our community posts ,where i found this statement ,please can anyone explain me how does it works and the agenda for this statment thank you

Sum(if(InYearToDate([Invoice Date], MakeDate($(=Max(InvoiceYear)), Month(Today()), Day(Today())), 0), Sales))

Re: ytd funtion

sunny_talwar — Mon, 07 Dec 2015 19:39:47 GMT

This statement is just checking if invoice date comes under the max year's today's day and month, then sum sales.

For example if you have data like this:

Invoice Date	Invoice Year	Sales
02/03/2015	2015	20
05/07/2015	2015	30
10/10/2014	2014	10
12/30/2015	2015	20

The InYeartoDate will evaluate like this (Max(Invoice Year) = 2015

Invoice Date	InYearToDate([Invoice Date], MakeDate($(=Max(InvoiceYear)), Month(Today()), Day(Today())), 0)
02/03/2015	-1 (True)
05/07/2015	-1 (True)
10/10/2015	0 (False)
12/30/2015	0 (False)

So the

Sum(If(InYearToDate([Invoice Date], MakeDate($(=Max(InvoiceYear)), Month(Today()), Day(Today())), 0), Sales) = 50

I hope this helps. To learn about InYearToDate() function see the below screenshot from QlikView's help page:

topic ytd funtion in QlikView

ytd funtion

Re: ytd funtion