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srini
Creator
Creator

YTD Calculation by column wise!!

Hi Friends,

I am struggling to calculate the YTD for the below data in qlik Sense. In Excle simply they used SUMIF to calculate the YTD.

But when I try to get the same in qlik sense I am not able to get... I am struggling... I have mentioned the result YTD also in the below table. Can some one help it would be really helpful. 

I have tried with earlier posts in the community but most of them are for row wise... and not useful for my case. 

My mind is not working with some extend 😞

 

 

CountryM01 UnitsM02 UnitsM03 UnitsM04 UnitsM05 UnitsM06 UnitsM07 UnitsM08 UnitsM09 UnitsM10 UnitsM11 UnitsM12 UnitsYTD
XYZ000.52903000000000 0.52903
ABC100000000000 1
def0-10000000000 -1
jkl0.37500000000000 0.375
mnop0.37500000000000 0.375
sdfg0.37500000000000 0.375
erty0.37500000000000 0.375
mnhu00.2559180.028435000000000 0.284353
hytr000.568707000000000 0.568707

 

 

Thanks in advance!

34 Replies
sunny_talwar

What are your dimensions and what are you expression? Can you share a sample so that we can help you better?

srini
Creator
Creator
Author

Thanks Sunny!

 

I have attached my sample data here. My requirement is to get the YTD actual and YTD Forecast. 

 

Thanks & Regards,

sunny_talwar

Great, but what are the dimensions and expression do you use to create this in Qlik Sense 🙂

srini
Creator
Creator
Author

Country as dimension Expression(you mean the function or the code part), that is where I am confusing not finding right expression to get the desired result.
sunny_talwar

So, country is the only dimension? Or do you have Month as a dimension also?

srini
Creator
Creator
Author

Yes, if you see my attachment there are months as a field (M01..., M02..., etc) those field values are going to use in the calculation.
srini
Creator
Creator
Author

Hi Sunny, Thanks a lot for helping me. I hope you got my requirement. If any other questions please let me know. I am tired of thinking this one 😞 Thanks!
sunny_talwar

Do you have one expression for each month? I am still not sure how you have structured your table in Qlik Sense. Is it possible to share the qlik sense app where you are trying to do this

srini
Creator
Creator
Author

Sunny, I think, there is a miscommunication. The data which I attached in excel file is raw data we got from some source(except the YTD Actual and YTD Forecast). From the Data I need to calculate the YTD actual and YTD Forecast as shown in the attached excel. 

M01 Units M02 Units M03 Units.... etc are filled monthly by the source.

Thanks!