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r15hnm777
Contributor III
Contributor III

Dynamic 'previous month' Selctions in Set Analysis

Hi

I have a KPI number where I want to basically show the current month amount and the previous month amount, based on the month a user selects. Current month works fine using:

sum({<Month={$(=MaxString(Month))} >}Amount)

I cannot get the previous month when simply including the '-1' or am I missing something obvious.

Any help would be great!

Thanks in advance!

1 Solution

Accepted Solutions
r15hnm777
Contributor III
Contributor III
Author

Hi Simon

After a few more attempts I managed to get it working similar to what you mentioned. The syntax for the set analysis in Qlik Sense using a variables is slightly different.

vCurrentMonth   = Date(max([MonthYear]), 'MMM-YY')

vPreviousMonth = Date(addmonths(max([MonthYear]), -1), 'MMM-YY')

Expression

sum({$<MonthYear ={'$(=$(vCurrentMonth))'}>}[Expense Amt])

sum({$<MonthYear = {'$(=$(vPreviousMonth))'}>}[Expense Amt])

View solution in original post

7 Replies
arvind_patil
Partner - Specialist III
Partner - Specialist III

Hi Rishi,

Please try below:

= sum({<Month={$(=MaxString(Month))} >}Amount)

+

sum({<Month={$(=MaxString(Month),-1)} >}Amount)



Thanks,

Arvind Patil


shraddha_g
Partner - Master III
Partner - Master III

Try,

sum({<Month={"$(=max(Month)-1)"} >}Amount)

or

sum({<Month={"$(=num(Max(Month))-1)"} >}Amount)

r15hnm777
Contributor III
Contributor III
Author

Hi Arvind

Yes iv tried that already but had no luck.

r15hnm777
Contributor III
Contributor III
Author

Hi Shraddha

Tried that but still does no luck!

shraddha_g
Partner - Master III
Partner - Master III

can you share sample app or screenshot of data

Simon_J
Partner - Contributor III
Partner - Contributor III

Hi Rishi,

Is the month field numeric?

What happens when you then have more than one year of data? Would it not be better to use Month and year?

If i was building this, i would create a variable for vCurrentMonth and vPreviousMonth and then use the following set analysis

Sum({<Month={"$(vCurrentMonth)"}>}Amount)

Sum({<Month={"$(vPreviousMonth)"}>}Amount)


You can then set up a calc in each to work out the current and previous month.

Something like the below:

=month(addmonths(max(Month),-1))

or

=Year(addmonths(max(Month),-1))

r15hnm777
Contributor III
Contributor III
Author

Hi Simon

After a few more attempts I managed to get it working similar to what you mentioned. The syntax for the set analysis in Qlik Sense using a variables is slightly different.

vCurrentMonth   = Date(max([MonthYear]), 'MMM-YY')

vPreviousMonth = Date(addmonths(max([MonthYear]), -1), 'MMM-YY')

Expression

sum({$<MonthYear ={'$(=$(vCurrentMonth))'}>}[Expense Amt])

sum({$<MonthYear = {'$(=$(vPreviousMonth))'}>}[Expense Amt])