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what is the diffence between ytd expression and rolling n months expression?
can you give some examples?
As below
YTD = from 1st Jan to the latest date the data is available
Rolling = Cumulative totals for a given period
for example, the below is Rolling YTD, every month you sum up values from previous month
yearmonth | Amount | RollingAmount | rolling |
202201 | 2248 | 2248 |
Jan |
202202 | 2981 | 5229 | jan+feb |
202203 | 446 | 5675 | Jan+feb+mar |
202204 | 420 | 6095 | jan to apr |
202205 | 486 | 6581 | from Jan to May |
As below
YTD = from 1st Jan to the latest date the data is available
Rolling = Cumulative totals for a given period
for example, the below is Rolling YTD, every month you sum up values from previous month
yearmonth | Amount | RollingAmount | rolling |
202201 | 2248 | 2248 |
Jan |
202202 | 2981 | 5229 | jan+feb |
202203 | 446 | 5675 | Jan+feb+mar |
202204 | 420 | 6095 | jan to apr |
202205 | 486 | 6581 | from Jan to May |
can you post some expressions for rolling ytd
=rangesum( above( sum(Sales),0,rowno(total)) )
Refer these articles
https://community.qlik.com/t5/Qlik-Design-Blog/Accumulative-Sums/ba-p/1468010