Ageing Buckets !!

[satish25]

Hello Qlik Experts,

    I have the following table (Sample Data) :

Code	Account Number	Quantity	Stock	Date	Type	Value
A01	00126	6000	5500	05/15/2018	100	11000
A01	00126	3000	5500	04/21/2018	100	11000
A01	00126	1500	5500	02/03/2017	100	11000
A11	00243	7000	8200	03/03/2018	100	4100
A11	00243	3000	8200	03/01/2018	100	4100
A11	00245	1000	8200	12/23/2014	100	4100
A11	00243	5000	8200	02/23/2014	100	4100
A11	00243	4000	8200	02/02/2014	100	4100
A55	00455	9000	15000	11/13/2017	100	5000
A55	00455	17000	15000	1/13/2017	100	5000
B10	01666	3000	1500	05/23/2018	100	9000
B10	01666	2000	1500	03/03/2018	100	9000
B10	01700	1500	1500	01/23/2017	100	9000
B10	01700	7000	1500	01/03/2017	100	9000
C41	00300	1000	350	02/14/2016	100	3500
C41	00300	40	350	01/05/2016	100	3500
C41	00300	100	350	12/22/2015	100	3500
E03	00026	6000	5000	03/01/2018	100	7500
F22	05622	100	750	12/17/2017	100	1500
F22	05625	800	750	12/17/2016	100	1500
H20	00666	25000	10000	05/15/2018	100	250
H20	00666	3000	10000	04/15/2018	100	250
H20	00666	17000	10000	03/15/2018	100	250
H20	00666	55000	10000	02/15/2018	100	250
H20	00666	2300	10000	01/15/2018	100	250
H20	00666	1500	10000	1/13/2018	100	250
K15	12268	300	2500	05/07/2018	100	2500
K15	12268	1300	2500	04/22/2018	100	2500
K15	12268	500	2500	03/25/2018	100	2500
K15	12268	1000	2500	12/7/2017	100	2500
L01	14760	500	2000	05/04/2018	100	2200
L01	14760	250	2000	05/02/2018	100	2200
L01	14760	450	2000	04/04/2018	100	2200
L01	14760	300	2000	02/14/2018	100	2200
L01	14760	1000	2000	02/10/2018	100	2200

These are values of multiple Tables combined into a single table (Stock Value is Multiplied on account of Joining of 2 Tables).

The 'Value Field' and 'Stock Field' are related to each other

I have to calculate Ageing as per the following (Today = 05/31/2018, 'MM/DD/YY') :

• First I have to compare the Stock and Quantity with respect to Date [From Max(Date) to Min(Date)].
  • If for a Particular Code starting from its 1st value, Quantity is greater than Stock, the Stock should appear in a Day Bucket that is equal to [Today() - Date] (Check Code A01, B10, C41, E03, H20).
  • If for a Particular Code starting from its 1st value, Stock is greater than Quantity, there will be more than 1 Bucket. Move on to the Next Date and Quantity of the same Code check the sum of the 2 Quantities now. Now if the Sum of the 2 Quantities are greater than the Stock, then the Values will be split in 2 Buckets are per the Date Difference.
    • First Bucket will have Quantity (First quantity value).
    • Second Bucket will Have Stock - (1st Quantity) [Check Code A11, A55, F22].
  • Suppose even after 2 Quantity Values, the Stock is still greater (Check Code K15), then move on to the 3rd value of Quantity and then compare with the stock value. Now there will be more then 2 Buckets:
    • 1st Bucket will have the 1st Quantity,
    • 2nd Bucket will have the 2nd Quantity.
    • 3rd Bucket will have the 3rd Quantity.
    • 4th Bucket will Have Stock - (1st Quantity + 2nd Quantity + 3rd Quantity)
  • If still the Quantity is less than stock, the same trend continues (Check Code L01).

The Date Field has to be sorted in Descending order w.r.t. Code

So My Output should be the following:

Code	Account Number	Stock	Type	Value	0-30 Days Stock	31-60 Days Stock	61-90 Days Stock	91-120 Days Stock	121-150 Days Stock	151-180 Days Stock	181-270 Days Stock	271-365 Days Stock	366-730 Days Stock	730+ Days Stock	0-30 Days Value	31-60 Days value	61-90 Days Value	91-120 Days Value	121-150 Days Value	151-180 Days Value	181-270 Days Value	271-365 Days Value	366-730 Days Value	730+ Days Value
A01	00126	5500	100	11000	5500	0	0	0	0	0	0	0	0	0	11000	0	0	0	0	0	0	0	0	0
A11	00243	8200	100	4100	0	7000	0	1200	0	0	0	0	0	0	0	3500	0	600	0	0	0	0	0	0
A55	00455	15000	100	5000	0	0	0	0	0	0	9000	0	6000	0	0	0	0	0	0	0	3000	0	2000	0
B10	01666	1500	100	9000	1500	0	0	0	0	0	0	0	0	0	9000	0	0	0	0	0	0	0	0	0
C41	00300	350	100	3500	0	0	0	0	0	0	0	0	0	350	0	0	0	0	0	0	0	0	0	3500
E03	00026	5000	100	7500	0	0	0	0	5000	0	0	0	0	0	0	0	0	0	7500	0	0	0	0	0
F22	05622	750	100	1500	0	0	0	0	0	100	0	0	650	0	0	0	0	0	0	200	0	0	1300	0
H20	00666	10000	100	250	10000	0	0	0	0	0	0	0	0	0	250	0	0	0	0	0	0	0	0	0
K15	12268	2500	100	2500	300	1300	500	0	0	400	0	0	0	0	300	1300	500	0	0	400	0	0	0	0
L01	14760	2000	100	2200	750	450	0	800	0	0	0	0	0	0	825	495	0	880	0	0	0	0	0	0

I am attaching this on an Excel Sheet as well (Input and Output) for further Reference.

Thanks In Advance.

[satish25]

PFA

[sunny_talwar]

I think you added some of the buckets as dimensions instead of expressions. After removing, I get this

[sunny_talwar]

Also try with this script

Table:

LOAD

    Code,

    "Account Number",

    Quantity,

    Stock,

    "Date",

    "Type",

    Value

FROM [lib://Lib/Sheet For Buckets.xlsx]

(ooxml, embedded labels, table is Input);

FinalTable:

LOAD *,

if(Today() - "Date" <= 30, Temp2,'0') as [0-30 Days],

    if(Today() - "Date" > 30 and Today() - "Date" <= 60, Temp2,'0') as [31-60 Days],

    if(Today() - "Date" > 60 and Today() - "Date" <= 90, Temp2,'0') as [61-90 Days],

    if(Today() - "Date" > 90 and Today() - "Date" <= 120, Temp2,'0') as [91-120 Days],

    if(Today() - "Date" > 120 and Today() - "Date" <= 180,  Temp2,'0') as [121-180 Days],

    if(Today() - "Date" > 180 and Today() - "Date" <= 270, Temp2,'0') as [181-270 Days],

    if(Today() - "Date" > 270 and Today() - "Date" <= 365,  Temp2,'0') as [271-365 Days],

    if(Today() - "Date" > 365, Temp2,'0') as [>365 Days];

LOAD *,

If(Code = Previous(Code),

If(Peek('Temp1') < 0, If(Temp1 > 0, Stock - Peek('CumQuantity'), Quantity), 0),

        If(Temp1 > 0, Stock, Quantity)) as Temp2;

LOAD *,

If(Code = Previous(Code), RangeSum(Peek('CumQuantity'), Quantity), Quantity) as CumQuantity,

If(Code = Previous(Code), RangeSum(Peek('CumQuantity'), Quantity), Quantity) - Stock as Temp1

// Replace(Class(Today() - Date, 30), ' <= x < ', '-') as Buckets

Resident Table

Order By Code, Date desc;

DROP Table Table;

Dim:

LOAD * INLINE [

Dim

1

2

];

[satish25]

The Results are Coming for Stock correctly, but not for Values ??

[sunny_talwar · Accepted solution]

Attaching the updated app

[satish25]

Thanks a Lot Sunny

Exactly what i needed

[HariniAnalyst]

Hi @sunny_talwar, 

I would like to modify the way we calculate aging buckets. Instead of using the current date i.e  today() to determine the buckets, I want the calculations to be based on a user-selected date.

For example, if a user selects June 2022 as the filter (format: MMM-YYYY), the 0-30 days bucket should show data from June 1 to June 30, and the 30-60 days bucket should display data from May 2 to May 31.

the 60 - 90 days bucket needs to show data for may 1st to April 2nd.

I have referred the below link and implemented the same but if I select June 2022. it showing data only in 0-30 days bucket for that month.

https://community.qlik.com/t5/QlikView-App-Dev/Add-30-60-90-day-date-filters-based-on-Date-feild/td-...

[seanbruton]

Superb !!! Neat Solution. You are on fire!!