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houda1223
New Contributor II

Table to display amount of money depending on date (month)

I have an access database with clients, month (format 1,2, 3, 4,...12 ), and amount. The database has every transaction seperate, i would like to gather all the transactions into 1 big sum transaction in qlik sense for a client. The issue is i would like to display it by selected months say the user selects month 4. I am not sure how to proceed, any ideas?

4 Replies
omarbensalem
Esteemed Contributor

Re: Table to display amount of money depending on date (month)

Load your table as it is; then in qlik, just create a table:

Dimension: Client

Measure:  sum(Amount)

add a filter Month

when the user select a Month, the sum(Amount) of that month(s) will be shown.

you can also (to display the amount by months), create a pivot table

as dimension (line) : Client

as column: Month

as Measure: sum(Amount)

kfoudhaily
Contributor III

Re: Table to display amount of money depending on date (month)

hello,

I think you need to concatenate your transaction into one fact table ( transaction id, date, clientid, amount....)

then create dimension tables:

client: clientid, name, adress....

calender: you may find peaces of script to create full calender

once the dimension tables are linked to the fact, start creating your visualizations and creating slecting objects: year, month, week, day....

that's it.

please recommend if it's usefull to you, and don't hesitate asking if it's not clear.

regards,

houda1223
New Contributor II

Re: Table to display amount of money depending on date (month)

Could you clarify a bit more? what did you mean by once the dimensions are linked to the fact?

kfoudhaily
Contributor III

Re: Table to display amount of money depending on date (month)

Houda,

it's the data model of your application: the illustration of the relation ship between your tables

please check the following link: Creating a Data Model

theses videos might be helpfull too:

Creating a Data Model - YouTube

QlikViewTutorial | Qlikview Data Modelling - YouTube

Please recommend if it's usefull to you, and don't hesitate asking if it's not clear.

regards,

khalil foudhaily