Year to year comparison of cumulated quarter values

[StefanE]

Hello Everyone!

I've got a difficult task at hand and need your help.

What I need to do is either to create a marker or a set analysis in Qlik Sense that does the following automatically:

Displayed should be the last completed Quarter, offset is the first quarter of the year the last quarter displayed is in (and the same quarters in PY).

For example today, the 4th of January 2022, displayed should be the cumulative values of Q1 - Q4 2021 vs. Q1 - Q4 2020.

However, at the beginning of Q2 2022 it should switch to Q1 2021 vs. Q1 2022.

Beginning of Q3 2022, Q1 - Q2 2022 vs. Q1 - Q2 2022 and so forth...

So far all my efforts and searches where to no avail. 

Does someone have an idea how to solve this riddle (would a date field QuarterYear or YearQuarter help?)?

Thanks in advance for your help!

Kind regards

Stefan

[StefanE · Accepted solution]

We seem to have solved it like this, if the report for Q4 is  generated in January the following year:

Actual Year

if(ceil(month(today()))< 2, sum({<[Year]= {'$(=max([Year])-1)'}>} [KPI] )
, sum({<[Year]= {'$(=max([Year]))'}, [Date] = {'<=$(=QuarterEnd(today())-1)'}>} [KPI]))

Previous Year

if(ceil(month(today()))< 2, sum({<[Year]= {'$(=max([Year])-2)'}>} [KPI])
, sum({<[Year]= {'$(=max([Year])-1)'}, [Date] = {'<=$(=QuarterEnd(today())-1)'}>} [KPI]))