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jerryr125
Creator III
Creator III

Table Chart - set to only display dates within the current year/month

Hi - I would like to have a setting on a chart that defaults to only displaying the current month/year of data.

Example - SalesDate is in the table - only show records in which the SalesDate is in the current month/year.

Thoughts ? Jerry

8 Replies
vunguyenq89
Creator III
Creator III

You can apply Set Analysis to the measure expression of the chart. Check out this discussion https://community.qlik.com/t5/Qlik-Sense-App-Development/Set-analysis-current-month-and-year/td-p/11...

Hope it helps!

BR,

Vu Nguyen

jerryr125
Creator III
Creator III
Author

Hi - I looked at the link below - I am trying to add the formula to a table to only display the current months data.

That does not seem to do the trick - thoughts ? 

vunguyenq89
Creator III
Creator III

Which expression have you tried? Can you also post some sample data?

jerryr125
Creator III
Creator III
Author

Hi -

Thank you again everyone for your help !

Ok - for example :

I have the table visualization (chart)  on my sheet.

Display example :

SalesID        ProductName    SalesDate

123                 Shirt                       01/25/2019

456                 Cap                         11/06/2018

789                 Hoodie                  04/04/2019

534                 Jacket                    11/10/2019

 

I would like the table visualization (chart) to only display the following

SalesID        ProductName    SalesDate

534                Jacket                    11/10/2019

 

Therefore - only sales in the current year/month.

Thoughts ?? Jerry

vunguyenq89
Creator III
Creator III

You can create the expected table as follows:

  • Dimension = SalesID, ProductName
  • Measure = Only({<SalesDate = {">=$(=MonthStart(Today()))"}>} SalesDate)

BR, 

Vu Nguyen

jerryr125
Creator III
Creator III
Author

Hi - 

In the column (as a measure)

=Only({<([SalesDate]) = {">=$(=MonthStart(Today()))"}>} [SalesDate])

Does not work - thoughts ?

vunguyenq89
Creator III
Creator III

Check if field [SalesDate] in your data is really a date field, otherwise convert it to date.

Below is the reload script I used to create the test data

LOAD SalesID,ProductName, Date(Date#(SalesDate,'MM/DD/YYYY')) as SalesDate Inline [
SalesID,ProductName,SalesDate
123,Shirt,01/25/2019
456,Cap,11/06/2018
789,Hoodie,04/04/2019
534,Jacket,11/10/2019
];

With this data the above expression works

test.png

jerryr125
Creator III
Creator III
Author

HI - still not working - I created a column in my table (again - visualization chart) as a dimension - no luck - Jerryr

 

=Only({<SalesDate = {">=$(=MonthStartToday()))"}>} Sales.Date )