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rnguyen2
Contributor
Contributor

Qlik Sense Set Analysis Expression Previous Period Sum

Hello,

I need some help with my set analysis expression.

I am trying to populate the beginning AR Balance for the month with the ending AR Balance for the prior month.

Below is my set expression.

Sum({$<[posting_date.autoCalendar.Date]={"$=addmonths([posting_date.autoCalendar.Date],-1)"}, BALANCE_TYPE={"DEBIT_BALANCE"}>} [AR BALANCE])

2019-02-26_13-03-13.png

16 Replies
sunny_talwar

What is your expression for Ending Gross AR Balance? I am assuming that Year-Month is a dimension and here and Description is a synthetic dimension or is it a dimension also?

rnguyen2
Contributor
Contributor
Author

The expression for Ending Gross AR Balance is 

sum({<BALANCE_TYPE={"DEBIT_BALANCE"}>} [AR BALANCE])

 

The Description Dimension  = [posting_date.autoCalendar.YearMonth]

sunny_talwar

Try this

Before(Sum({<BALANCE_TYPE = {"DEBIT_BALANCE"}>} [AR BALANCE]))
rnguyen2
Contributor
Contributor
Author

That does not work for me.  

sunny_talwar

Would you be able to share a mocked up version of your app where we can see the issue?

rnguyen2
Contributor
Contributor
Author

I do not and I want to make sure if a prior month is deselected as a filter it does not affect the calculation.

sunny_talwar


@rnguyen2 wrote:

I do not and I want to make sure if a prior month is deselected as a filter it does not affect the calculation.


You do not what?

rnguyen2
Contributor
Contributor
Author

I don't have a mocked version I can share.

sunny_talwar

Can you share your app? I mean it would be difficult to know what might be going on without seeing what you have