Skip to main content
Announcements
Join us at Qlik Connect for 3 magical days of learning, networking,and inspiration! REGISTER TODAY and save!
cancel
Showing results for 
Search instead for 
Did you mean: 
marcoebner
Partner - Contributor II
Partner - Contributor II

Budget vs. bookings

Hallo and greets from Hamburg.

I have Projekts with Budget planning:

    

ProjektnummerProjektbezeichnungPlanwertPlandatum
1Eins100,0001.01.2016
1Eins800,0001.02.2016
1Eins300,0001.03.2016
2Zwei400,0001.01.2016
2Zwei500,0001.02.2016
2Zwei600,0001.03.2016
3Drei700,0001.04.2016

And bookings für the real Costs.

   

ProjektnummerBuchungsdatumBetrag
115.01.20161,00
120.01.20161,00
115.03.20163,00
130.03.20163,00
115.05.20165,00
215.01.20165,00
220.01.20168,00
215.03.20167,00
230.03.20167,00
215.05.20169,00
315.01.201611,00
320.01.201613,00
315.03.201614,00
330.03.201611,00
315.05.201612,00
315.01.201618,00
320.01.201621,00
315.03.201619,00
330.03.201620,00
315.05.201620,00

I would like to achieve following:

Plandatum = the max Datum per Year, per Projekt

Planwert = Value from the "max Datum per year, per Projekt

Buchungen = Summary value per Projekt per same year Plandatum

  

ProjektnummerPlandatumPlanwertBuchungen
101.03.2016  300,00     13,00  
201.02.2016  500,00     36,00  
301.04.2016  700,00   159,00  
1 Reply
marcoebner
Partner - Contributor II
Partner - Contributor II
Author

Please test it with the data in the appendix . It come out completely different values