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In Qlik Sense how would you create measure to show ThisYear sales rev and LastYrsales rev

I would like to show in a table the Regional sales for ThisYr(2014) and LastYr(2013). Plus a Variance  at the end

Region Name2013 SALES2014 SALES
Berkshire$100$200
Bucks$50$150
Bedfordshire$400$300

The data is stored by transaction date in an Xls sheet, which I have been able to convert to via the Load script to Month, Quarter and Year.  In Qlik View it appears you are able to use variables to achieve this.  How would this problem be approached in Qlik sense.

Thanks

1 Solution

Accepted Solutions
Employee
Employee

Re: In Qlik Sense how would you create measure to show ThisYear sales rev and LastYrsales rev

You can do this using variables in Qlik Sense.  Note variables exist in Qlik Sense you just can interact with them in the UI (yet).  So you can create two variables in the script (vCurrentYear and vLastYear) and then use those to drive you set analysis.  Please see example attached.

-Josh

10 Replies
Employee
Employee

Re: In Qlik Sense how would you create measure to show ThisYear sales rev and LastYrsales rev

You can do this using variables in Qlik Sense.  Note variables exist in Qlik Sense you just can interact with them in the UI (yet).  So you can create two variables in the script (vCurrentYear and vLastYear) and then use those to drive you set analysis.  Please see example attached.

-Josh

Employee
Employee

Re: In Qlik Sense how would you create measure to show ThisYear sales rev and LastYrsales rev

Hi Anuj,

Another way this can be done without variables and without using script in the data load editor, is to use the appropriate expression syntax define within "Measures" under the library. This way these measures can be reused within in the app, without having to define them in each chart object.

("Measures" can also use the variables that are defined in the script within their expressions if needed, which is very useful if you want to make a change to a variable in one location, instead of updating the measure (depending on the calculation). Both very useful and flexible examples of how this can be achieved. Variables make the expression easier to read.)

Define two new measures:

  • Current Year Sales  as Sum({$<OrderYear = {$(=year(Today()))}>} Sales)
  • Last Year Sales as Sum({$<OrderYear = {$(=year(Today())-1)}>} Sales)

The syntax used is known as Set Analysis and is a very powerful for calculations.

Here is the example - attached without variables.

capture1.PNG.png

capture2.PNG.png

capture3.PNG.png

HTH

Mike

Regards,
Mike Tarallo
Qlik
Not applicable

Re: In Qlik Sense how would you create measure to show ThisYear sales rev and LastYrsales rev

Hi All,

I'm trying to make it a bit more complex: I do not want the comparison between this year and last year to be static but relative to the Max(Date).

I'm trying to use something like this:

Sum({$<OrderDate = {$(=Max(OrderDate))}>} Sales)

I have also tried to define a variable :

let vMaxDate = 'date(max(OrderDate))';

That work if I use it in a text object but not if I place it in the variable.

Any suggestions?

Regards,

Highlighted
Not applicable

Re: In Qlik Sense how would you create measure to show ThisYear sales rev and LastYrsales rev

Hi Filippo,

Your expression needs to be

Sum({$<OrderDate = {"$(=Max(OrderDate))"}>} Sales)

Double quotes are missing in your expression.

Also, please specify in detail of what you wanted to achieve.

From the above expression, it only calculates the sales for the latest date from the selections.

Are you looking for Sales for the latest date and the Sales for the same date in last year.

Please check out for "Set Analysis" in help

Thanks,

Sri

Not applicable

Re: In Qlik Sense how would you create measure to show ThisYear sales rev and LastYrsales rev

Not applicable

Re: In Qlik Sense how would you create measure to show ThisYear sales rev and LastYrsales rev

Thanks,

Yes, sorry I was just trying to apply the same problem to my case that is not on sales but on balance.

The goal is to have the balance for a particular day. With your expression it work.

Partner
Partner

Re: In Qlik Sense how would you create measure to show ThisYear sales rev and LastYrsales rev

Hi Sri,

Currently I'm using the following in the script:

Let vBudget = 'Sum(BDG)';

I also tried with Set vBudget = ......

both in text and table object I get null value as result using $(vBudget).

Like Qlikview I'd use the same variable name in all expression objects.

How can I achieve it with Sense ?

Many thanks in advance.

Best Regards

Andrea

Not applicable

Re: In Qlik Sense how would you create measure to show ThisYear sales rev and LastYrsales rev

Hey Michael,

Seems like Variables and Measures  are very similar. The main benefit in my eyes is "reuse"

(In fact had you all considered just re-branding Variables as "Measures", so that the "Measures" accordion just became a newer Ctrl+Alt+V? I struggle when features seem duplicative... I need guidance for my team. Seems like this may've been done to imitate a Tableau terminology)

In what scenario would you pick variables , vs what scenario a measure? (And I guess, a "Dimension", for that matter? Please note I'm not coming from a Tableau angle. I'm coming from an "Aren't they all just expressions" angle.)

A few aspects:

  • You mentioned: Measures can use Variables (but Variables can't use measures).
  • Josh mentioned: Variables can be defined in a load script (measures cannot)
  • I just encountered (please confirm?): An extension I'm using can be configured with an expression (the "fx" button which opens the "Expression editor"). I can't use a Measure in there?  So Expression editors can't use Measures (but Expression editors can use Variables)
    • You might say, the best practice should be to design an Extension which accepts a measure instead of only an expression, but I don't have that choice
  • I like how Measures (and Dimensions) can be viewed in a panel on the left, and drag-dropped onto the corresponding areas while configuring a visualization on the right. This reinforces a Tableau-esque mental-model and an ease-of-use.
    • In contrast, Variables don't appear anywhere in the UI;
    • variables do appear in auto-complete while you type using expression editor (as it did in Qlikview),
      • (Measures do not appear in auto-complete do they? Else I could use them in expressions)
    • variables also appear in the Variables overview, which is separated from "Master items" and doesn't have drag-and-dropability
  • I'm starting to appreciate how important Security re: "resources" is in Qlik Sense. Are measures something that can be secured? Not sure... But they are something that can be published.
  • When an app is published,
  • API, they both seem to have a comparable "Create" API call (do they both have all "CRUD"?)

Any other differences, guidance?

  • Reading more about the API's, I see there is such thing as a "session variable", (it is "transient"), and that, only transient variables can be created once an app is published.
  • I also notice the GenericMeasureProperties seem like a strict subset of GenericVariableProperties...


Also, I realize I brought "Dimensions" into this confusion, but maybe they are best left alone. Indeed, it seems like they kinda did coalesce with the idea of "Grouped Dimensions" for example, which in Qlikview was managed in a roundabout way; and now has its own "first class" panel on the left.


Finally, seems Measures are sometimes called "Master Measures"? Maybe because they are one of many types of "Master Items" [informally/symbolically known (by me?) as "linked items]. Makes sense.

gupta-anki
New Contributor III

Re: In Qlik Sense how would you create measure to show ThisYear sales rev and LastYrsales rev

Hello Mike,

On the same line, if I have Months defined Horizontally in my data and I need to apply a filter on that , is it possible to do ?

Eg,    Column 1, Column 2 , Column 3

             Jan       , Feb          , Mar


I want to add a filter one for Month and One of Qtr. since the data is Measure, how can I make it dimension to use it as filter? Can you/someone please help?