How to make YTD Analysis ?

[Anonymous]

Hello All,

I have data on monthly basis from 01-2016 to 12-2022 in that need to create YTD analysis which to provide result like below

In Month of October 2018:

Result: From Jan 2018 to SEP 2018

In Month of January 2019:

Result : From Jan 2018 to Dec 2018

In Month of March 2019:

Result: From Jan 2019 to Feb 2019

Currently I am using current Year and upto Previous month filter in my expression,

but when Jan 2019 comes it shows 0 in Chart because of filter.

My Expression

(count(distinct  {<[Project Status]={'In Progress','Complete'},SOP_YEAR={$(vCurrentYear)},SOP_MONTH={"<=$(vPrevMonthNum)"}>} FLM_ProjectNumber)

Please help me to achieve this.

Thanks in Advance

Siraj

[OmarBenSalem]

Please refer to this thread :

YTD, MTD issue

[#3]

Hii... I am newbie here,I am having an issue in creating a YTD analysis. I don't know, How to do YTD analaysis. I have to complete the analysis for my office and I am unaware about this term. Maybe any expert can help me. I request here please guide me regarding this.

[Anonymous]

Thanks Omar. I will check this.

[JustinDallas]

In addition to the recommendation by Omar, you also might want to check into using a Master Calendar.

Creating A Master Calendar

Generally, a dashboard will have one main Master Calendar, but you can still find value in flagging your Projects start/cancel/complete dates.

[OmarBenSalem]

Let's suppose you have a date field (you don't have to create variables); only a date field will do the job.

And let's suppose you've created a calendar in your script so you have Year,Month, Quarter and Week fields

YTD: if we select 12/04/2016: YTD will return our measure from 01/01/2016 to 12/04/2016

How we do that?

Suppose our measure is : sum(Sales)

1)First changes: sum({<date=,Year=,Month=,Quarter=>}Sales)

We add these to force Qlik to not take into consideration our selection of date for example.

Let me explain in better words, if you don't write the "date=" and select the date 12/04/2016; Qlik will filter all the data to that selected point and then return the sum(Sales) for the day 12/04/2016.

To prohibit this, we must write the date=.

2) Second change: sum({<date=,Year=,Month=,Quarter=, date={">=$(=YearStart(Max(date)))<=$(=Max(date))"}>}Sales)

Let explain this : date={">=$(=YearStart(Max(date)))<=$(=Max(date))"}

We want to work from date=01/01/2016 to the selected date=12/04/2016 right?

So we're working with the field :

a) date={    }

b) Now we wanna this date to be <=selected date which is max(date) ;

max(date) is a function so it needs an "=" sign:

=max(date)

when we have a '=' we add the $ (before each calculation) : $(=max(date) ) => this is 12/04/2016

Now we add the <= so we'll have :  <=$(=max(date) )

for the second part, we want our date to be >=01/01/2016 which is the start of the year:

a) same approach, we use the YearStart function that returns the start of the selected year: >=$(=YearStart(Max(date)))

Now our expression is : from : date={    }

to : date={>=$(=YearStart(Max(date)))<=$(=Max(date))}

Now, in a set expression, if we wanna work with the year 2016 for example which is numeric: we call it without quotes:

Year={2016}

If we wanna focus on a country, Tunisia for example which is a string: we call it with quotes

Country={'Tunisia'}

In our case, we focusing on a range of dates created by an expression, so we surround it by double quotes:

date={">=$(=YearStart(Max(date)))<=$(=Max(date))"}

Final expression for YTD:

sum({<date=,Year=,Month=,Quarter=, date={">=$(=YearStart(Max(date)))<=$(=Max(date))"}>}Sales)

Same approach for MTD:

sum({<date=,Year=,Month=,Quarter=, date={">=$(=MonthStart(Max(date)))<=$(=Max(date))"}>}Sales)

Hope this helps,

Omar,