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I have some complex reporting I'm trying to build, and at a total loss at several parts of it. I'm totally new to Qlik Sense and, frankly, am finding it horribly slow and frustrating, spending hours on what should be simple. Trying to break things down into smaller chunks, one of the difficulties I'm having is trying to get data summarized by month and year of a field (ultimately something to be calculated based on a few factors, but let's leave that out for now).
What I need is something like this (minus some decent formatting due to HTML limitations):
Platform | Tracking | 2019 | 2020 | 2021 | 2022 | 2023 | |||||||||||
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ||||||
Location 1 | Planned | 16 | 33 | 1 | 6 | 6 | 12 | 449 | 21 | 83 | |||||||
Actual Complete | 16 | 33 | 1 | 6 | 4 | 7 | |||||||||||
Recovery Month | 2021-May | 2021-Jun | |||||||||||||||
Location 2 | Planned Date | 40 | 2986 | 340 | 98 | 317 | 1298 | 873 | 101 | 748 | 1010 | 1160 | |||||
Actual Complete | 40 | 340 | 38 | 317 | 576 | 527 | |||||||||||
Recovery Month | 2021-May | 2021-Jun |
Note the tracking date across the top summarizing by year but in the current year breaking it down by month. So far, I can't even figure out how to make Qlik show data by the month if the month is not represented in the data. Given the other built-in drill-down capabilities of Qlik, I had thought this would be something built into the tool as a commonly needed tool... summarize by year, then click on a year to expand to see the months. Am I just missing something obvious and built-in?
Taking a little further, is there some training/tutorial on how to build something that works like the above? Perhaps I'm going about it from the wrong angle at the start.
Thanks!