SET ANALYSIS SENARIO

[SRI8273]

HOW TO ACHIVE ROLLING YTD,MTD,QTD BY CLINKING ON PARTICULAR DATE

[AronC]

For R12 full month I use the following. If you choose feb 2023 in your filters you se the sum (#Amount) for mars 2022 to feb 2023.

I always use Ids for date-periods to easy make necessary calculations. 

sum({<PeriodId = {">=$(=Max(PeriodId)-11)<=$(=Max(PeriodId))"},Year=, Month,Period>}#Amount)

You could allways modify the above to your needs. Hope it hels you out.

[vikasmahajan]

Hi,

You need to implement AS of table concept by HIC :

https://community.qlik.com/t5/Design/The-As-Of-Table/ba-p/1466130

also find attached demo.

Vikas

[vikasmahajan]

Hi

I have created white paper for this topic :

https://community.qlik.com/t5/Member-Articles/As-of-Table-with-YTD-MTD-QTD-amp-Calculation-of-Rollin...

Please let me know if you can apply this concept for your data model

Vikas