Rolling sum on Qlik Sense

[lzanetti]

Hi all,

I need to build a "rolling sum" plot (or table as well), i. e. a sum that month by month runs on the latest 12 months.

More precisely, I have a graph that shows a variable (the number of sold products) month by month.

The other variable I want to show is the sum of sold products on one year up to that month.

The result should be a plot showing (month by month) the units sold in that month (e.g. March 2017) and the units sold on one year that far (e.g. April 2016 - March 2017).

I hope the request is clear.

Any help would be very appreciated.

Thanks, LuigiZ

[MK9885]

Sum({<Num_Month = {$(=Max(Num_Month)-1)}, Year = {$(=Max(Year)-1)} >} Units_Sold)

Not a perfected expression cus by default what should be shown?

Current year sales or previous year sales?

And the selection should only happen if Month is selected?

if(getselectedcount(Month)>0,

Sum({<Num_Month = {$(=Max(Num_Month)-1)}, Year = {$(=Max(Year)-1)} >} Units_Sold))

Maybe this would work...? Num month should be a numeric field and year as well.

[lzanetti]

Hi Aehman,

the first formula you provided works but it gives the same result as:

Sum(Units_Sold)

What I wanted to do, instead, is to create  sum of Units_Sold on the last 12 months, month by month (the so called Rolling sum).

Something like this:

Sum(FROM Date.autoCalendar.MonthsAgo = 12 TO Date.autoCalendar.YearMonth)

But I don't know how to set these two ends of the sum

Thanks

[beck_bakytbek]

Hi Luugi,

check this: https://qlikviewandsql.wordpress.com/tag/cumulative-total/

i hope that helps

Beck

[lzanetti]

Thanks Beck,

I'm not able to get you proposal: my table has 1 record with Quantity and Date fields, so I have a number in quantity for each day.

I'm looking for a Measure expression to put in the plot.

Thanks again

[lzanetti]

Complete information.

I created a table in the same app showing the same result of the plot, but in numeric way (both have the same issue).

My plot have

DIMENSION = Date.Auttocalendar.YearMonth

MEASURE = Sum(Quantity)

and it correctly shows me the total number of items sold per each month.

I'm really not able to show the units sold over 1 year:

Oct 2017 to show units sold from Nov,1 2016 to Oct, 31 2017

Nov 2017 to show units sold from Dec, 1 2016 to Nov, 30 2017

Dec 2017 to show units sold from Jan, 1 2017 to Dec, 31 2017

My fields are DATE for the dates and QUANTITY for the number of units

[MK9885]

I'm really not able to show the units sold over 1 year:

Oct 2017 to show units sold from Nov,1 2016 to Oct, 31 2017

Nov 2017 to show units sold from Dec, 1 2016 to Nov, 30 2017

Dec 2017 to show units sold from Jan, 1 2017 to Dec, 31 2017

You want to how previous year sales upon selection of a particular field or by default?

You can create a Last Year Flag in back end, use that Flag =1 in expression to show the sales of PYTD.

Maybe I'm wrong, this looks like rolling year with month

Can you post a sample data?

Thanks

[OmarBenSalem]

Create your own master calendar: (it's always better to build ur own calendar, it's a preference thing)

Just copy and paste this:

Let vMinDate=num(MakeDate(2014,12,31));

//Let vMinDate= AddYears(today(),-2);

Let vMaxDate=Today()+30;

NoConcatenate

[D_Calendar_TMP]:

Load date($(vMinDate)+ RowNo()) as [Calendar date]

AutoGenerate $(vMaxDate)-$(vMinDate);

NoConcatenate

[D_Calendar_TMP2]:

Load RowNo() as [%Date SEQ]

,AutoNumber(date([Calendar date], 'DD/MM/YYYY'),'%Date ID') as [%Date ID]

,date([Calendar date], 'DD/MM/YYYY') as [Calendar date]

,Day([Calendar date]) as [Day of date]

,'W' & right(WeekName([Calendar date],0,-4), 2) as [week date]

,'Q' &  Num(ceil(month([Calendar date])/3), '00') as [quarter date]

, right(WeekName([Calendar date],0,-4), 2) as [Week of date]

,Month([Calendar date]) as [Month of date]

,QuarterName([Calendar date]) as [Quarter of date]

,Year([Calendar date]) as [Year of date]

, right(WeekName([Calendar date],0,-4), 2) &'/'&Year([Calendar date]) as [Year week date]

,date(MonthStart([Calendar date]),'MMM YYYY') as [Year month date]

,num( Year([Calendar date])   ) & '- Q' &  Num(ceil(month([Calendar date])/3), '00') as [Year quarter date]

   ,WeekStart([Calendar date],0,-4) as [Week start date]

,WeekEnd([Calendar date],0,-4) as [Week end date]

,MonthStart([Calendar date]) as [Month start date]

,MonthEnd([Calendar date]) as [Month end date]

,QuarterStart([Calendar date]) as [Quarter start date]

,QuarterEnd([Calendar date]) as [Quarter end date]

,YearStart([Calendar date]) as [Year start date]

,YearEnd([Calendar date]) as [Year end date]

,AutoNumber(WeekEnd([Calendar date],0,-4) , '%Year week SEQ') as [%Year week SEQ]

,AutoNumber(Num(Month([Calendar date]), '00')&'/'&Year([Calendar date]), '%Year month SEQ') as [%Year month SEQ]

,AutoNumber(Num(QuarterName([Calendar date]), '00')&'/'&Year([Calendar date]), '%Year quarter SEQ') as [%Year quarter SEQ]

,if(monthstart(date([Calendar date],'MM/YYYY'))= monthstart(date(Today() ,'MM/YYYY')) ,monthstart(date(AddMonths(Today(),-2),'MM/YYYY')), monthstart(date(AddMonths([Calendar date] ,-1),'MM/YYYY'))) as [Month Fact]

Resident D_Calendar_TMP;

join(D_Calendar_TMP2)

Load max([%Date ID]) as [%Date ID]

,1 as [Week end flag]

Resident D_Calendar_TMP2

Group by [Week end date];

join(D_Calendar_TMP2)

Load max([%Date ID]) as [%Date ID]

,1 as [Month end flag]

Resident D_Calendar_TMP2

Group by [Month end date];

join(D_Calendar_TMP2)

Load max([%Date ID]) as [%Date ID]

,1 as [Quarter end flag]

Resident D_Calendar_TMP2

Group by [Quarter end date];

join(D_Calendar_TMP2)

Load max([%Date ID]) as [%Date ID]

,1 as [Year end flag]

Resident D_Calendar_TMP2

Group by [Year end date];

join(D_Calendar_TMP2)

Load min([%Date ID]) as [%Date ID]

,1 as [Week start flag]

Resident D_Calendar_TMP2

Group by [Week start date];

join(D_Calendar_TMP2)

Load min([%Date ID]) as [%Date ID]

,1 as [Month start flag]

Resident D_Calendar_TMP2

Group by [Month start date];

join(D_Calendar_TMP2)

Load min([%Date ID]) as [%Date ID]

,1 as [Quarter start flag]

Resident D_Calendar_TMP2

Group by [Quarter start date];

join(D_Calendar_TMP2)

Load min([%Date ID]) as [%Date ID]

,1 as [Year start flag]

Resident D_Calendar_TMP2

Group by [Year start date];

NoConcatenate

D_Calendar:

Load [%Date SEQ]

,[%Date ID]

,[Calendar date]

,[Day of date]

,[Week of date]

,[Month of date]

,[Quarter of date]

,[Year of date]

,[Year week date]

,[Year month date]

,[week date]

,[quarter date]

,[Year quarter date]

,[Week start date]

,[Week end date]

,[Month start date]

,[Month end date]

,[Quarter start date]

,[Quarter end date]

,[Year start date]

,[Year end date]

,[%Year week SEQ]

,[%Year month SEQ]

,[%Year quarter SEQ]

,[Month Fact]

    ,Num ( (date([Calendar date],'DD/MM/YYYY') - date([Month start date],'DD/MM/YYYY')) + 1) AS [Month Diff]

    ,Num ( (date([Calendar date],'DD/MM/YYYY') - date([Quarter start date],'DD/MM/YYYY')) + 1) AS [Quarter Diff]

    ,Num ( (date([Calendar date],'DD/MM/YYYY') - date([Year start date],'DD/MM/YYYY')) + 1)  AS [Year Diff]   

,if(WeekEnd([Calendar date])=WeekEnd(Date(Today()-1,'DD/MM/YYYY')),Date(Today()-1,'DD/MM/YYYY'), WeekEnd([Calendar date])) as [Week end date 2]

,if(MonthEnd([Calendar date])=MonthEnd(Date(Today()-1,'DD/MM/YYYY')),date(Date(Today()-1,'DD/MM/YYYY'),'MMM YYYY'), date(MonthEnd([Calendar date]),'MMM YYYY') ) as [Month end date 2]

,if(QuarterEnd([Calendar date])=QuarterEnd(Date(Today()-1,'DD/MM/YYYY')),date(Date(Today()-1,'DD/MM/YYYY'),'MMM YYYY'), date(QuarterEnd([Calendar date]),'MMM YYYY') ) as [Quarter end date 2]

,if(YearEnd([Calendar date])=YearEnd(Date(Today()-1,'DD/MM/YYYY')),date(Date(Today()-1,'DD/MM/YYYY'),'MMM YYYY'), date(YearEnd([Calendar date]),'MMM YYYY') ) as [Year end date 2]

//,if([Calendar date]=Date(Today()-1,'DD/MM/YYYY'),1,[Week end flag]) as [Week end flag]

, if(date(floor( WeekEnd([Calendar date],0,-4)))=date(floor(WeekEnd(Today()-1,0,-4))),

            if([Calendar date]=Date( '$(vCheckRevenuDate)','DD/MM/YYYY'),1),[Week end flag]) as [Week end flag]

,if(date(floor( MonthEnd([Calendar date])))=date(floor(MonthEnd(Date(Today()-1,'DD/MM/YYYY')))),

            if([Calendar date]=Date( '$(vCheckRevenuDate)','DD/MM/YYYY'),1),[Month end flag]) as [Month end flag]

,if( date(floor(QuarterEnd([Calendar date])))=date(floor(QuarterEnd(Date(Today()-1,'DD/MM/YYYY')))),

         if( [Calendar date]=Date('$(vCheckRevenuDate)','DD/MM/YYYY'),1) ,[Quarter end flag] )  as [Quarter end flag]

//,if([Calendar date]=Date(Today()-1,'DD/MM/YYYY'),1,[Year end flag]) as [Year end flag]

, if(date(floor( YearEnd([Calendar date])))=date(floor(YearEnd(Date(Today()-1,'DD/MM/YYYY')))),

            if([Calendar date]=Date( '$(vCheckRevenuDate)','DD/MM/YYYY'),1),[Year end flag]) as [Year end flag]

, [Week start flag]

, [Month start flag]

, [Quarter start flag]

, [Year start flag]

// ,if(date(floor(MonthEnd([Calendar date])))=date(floor(MonthEnd(Date(Today()-1,'DD/MM/YYYY')))),

// if([Calendar date]=Date('$(vCheckRevenuDate)','DD/MM/YYYY'),1),[Month start flag]  )  as [Month start flag]

,AutoNumber(Num(Month([Month Fact]), '00')&'/'&Year([Month Fact]), '%Year month fact SEQ') as [%Year month fact SEQ]

Resident D_Calendar_TMP2;

Drop table D_Calendar_TMP, D_Calendar_TMP2;

DONT't change a thing

Then, in your fact table, in which you have the date field; do as follow:

AutoNumber(date(YourDateField, 'DD/MM/YYYY'),'%Date ID') as [%Date ID]

Now: as an expression for ur rolling month:

use this:

sum({<[Calendar date]=,[Month of date]=, [Year of date]=, [%Year month SEQ] = {"> $(= max([%Year month SEQ]) - 12)  <= $(=[%Year month SEQ])"}>}QUANTITY)

and a dimension use :

date([Month end date 2], 'MMM-YYYY')

Now, when you choose a Mars 2017 for example, you'll have:

[OmarBenSalem]

If you want cumulative rolling: please refer to this:

Calculating rolling n-period totals, averages or other aggregations

and try to use this:

sum( aggr( rangesum( above( sum(QUANTITY),0,12) ),Month))

[OmarBenSalem]

Or try sthing like:

sum({<Date.Autocalendar.YearMonth=,Date.Autocalendar.Year=,Date.Autocalendar.Month=,Date.Autocalendar.Date=,

Date.Autocalendar.Month={">=$(=addMonths(max(Date.Autocalendar.Date),-12))<=$(=max(Date.Autocalendar.Date))"}>}Quantity)