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Hi,
Due to the high data volume, I am currently using ODAG approach to create on-demand reports. I have a DATE filter on my selection app. Selecting a date would mean that only the data corresponding to the selected date would load/appear on the on-demand report. As I am calculating MTD, LTD and YTD values within Qlik, loading only the dates selected on the selection app is causing issues with the above mentioned calculations. Due to this, I am ignoring the DATE filter so that I load data for all the dates and the calculations would work just as expected. However, I am afraid that it might cause performance issues in the long run.
Here is the formula I use for MTD in Qlik master item.
Sum({<Year=, Month=, Quarter=, Week=, DateField=, report_date={">=$(=Num(MonthStart(Max(report_date))))<=$(=Max(report_date))"}>} transactional_amt)
To sort this out, instead of calculating this as a part of master item, I am trying to calculate this from the data load script itself. I tried the below formula. But it does not seem to be considering the selections I make on the DATE filter. It always populates the SUM of data for all dates.
Sum({<Year=, Month=, Quarter=, Week=, DateField=, report_date={">=$(=Num(MonthStart(report_date)))<=$(=report_date)"}>} transactional_amt)
Is there an option to pre-calculate YTD, MTD and LTD in Qlik without having to load data for all the dates on the on-demand app?
Hi,
Please find demo here Flags are created for this requirement & you can use this a template in ODAG