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rglenn0780
Contributor

Current Month Revenue Display

Good morning everyone,

I have revenue data from two different months. When I go into my Qlik Sense sheet, my revenue formula sums the two months together until I choose a specific month with my filter pane. Is there a way I can write into the formula to automatically select the current month or max month when the revenue data is unselected?

I assume this can be done with a set modifier pointing to latest, current, or max month?

Thanks everyone!

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11 Replies
rglenn0780
Contributor

Re: Current Month Revenue Display

I tried this equation, but I just get all zeros across my revenue column data...

=sum({<Month={"=$(=Max(Month))"}>}Revenue)

antoniotiman
Honored Contributor III

Re: Current Month Revenue Display

Try

sum({<Month={"$(=Max(Month))"}>}Revenue)

devarasu07
Honored Contributor II

Re: Current Month Revenue Display

Hi,

try like this,

add in your script,

num(Month(Date)) as Month# // update your date field name here

create Measure like below using set analysis expression

sum( {$<Year={"$(=max(Year))"},Month# ={"$(=max(Month#))"}>} Revenue)

Thanks,
Deva

rglenn0780
Contributor

Re: Current Month Revenue Display

Still getting zeros here

rglenn0780
Contributor

Re: Current Month Revenue Display

Hi There, my date field name is just Month, so in the "update your date field name here" reference you made above, would I just type Month in for that?

Thanks!

devarasu07
Honored Contributor II

Re: Current Month Revenue Display

hi,


in this case, simply try like this way

Sum({<Month = {$(=MaxString(Month))}>}Revenue)


Capture.JPG

rglenn0780
Contributor

Re: Current Month Revenue Display

The numbers are not lining up exactly when I select the month versus when I unselect all….but I am getting numbers

devarasu07
Honored Contributor II

Re: Current Month Revenue Display

hi,

can you share your mock data and expected output in excel format. tks

rglenn0780
Contributor

Re: Current Month Revenue Display

So this is giving the previous month, not the latest for some reason….

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