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YTD with auto calendar
Hi everyone,
my first post 🙂
I searched the group but can't find a proper solution for my problem.
I used the auto calendar and try to visualize the YTD value per fiscal year in a bar chart with the option to select a dedicatded month. I tried to realized it with set analysis.
Found this: https://community.qlik.com/t5/QlikView-Documents/QlikView-App-Set-Analysis-Prior-Period-Comparison/t...
whats really good, but didn't worked with auto calendar.
The qvf is attached.
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Hi,
for all who are interessted in a possible solution.
I created a fical month mapping table and use these fiscal month in my set analysis.
worked fine for me.
Br

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What are you hoping to see as your output?

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Hi,
the output should be, that when i select i.e February, that I get the ytd for all years in the data starting from the fiscal year start (01.10.xxxx) till February for all years in the data.
Br,

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Try this may be
Sum({< Kategorie = {'Instore'}, [Auftragsdatum.aC.Date] = {"=If(GetSelectedCount([Auftragsdatum.aC.Month]) = 0, [Auftragsdatum.aC.Date], SetDateYear(Only({1}[Auftragsdatum.aC.Date]), Year(Today())) <= SetDateYear(vMaxDate, Year(Today())))"}, [Auftragsdatum.aC.Month] >}[Versand nach Retouren Netto])

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Hi sunny,
thanks for the reply.
No, it doesn't worked.
I found the error for the YTD stuff, based on the point, that in the filter pane you have to eliminate the "=" sign.
don't know why, but the behavoir differs if you select from =[field] or field.
But i can't you the expression in the bar chart.
SUM({<Kategorie={'Instore'}, [Auftragsdatum.aC.Fiskaljahr]={'$(vMaxFYear)'},[Auftragsdatum.aC.Date]={"<=$(vMaxDate)"}, [Auftragsdatum.aC.Month]=>}[Versand nach Retouren Netto])
I can compare like month_num <= max(month), but I use fiscal year starting in October.
So the set analysis count the value till january, but I have to count till October the year before....

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Hi,
for all who are interessted in a possible solution.
I created a fical month mapping table and use these fiscal month in my set analysis.
worked fine for me.
Br
