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viveksingh
Creator III
Creator III

calculate MTD using set analysis

Hi everyone,

I have an MTD calculation, which is like below.

InMonthToDate(EFFECTIVE_DATE,[Full Date],0)

I want to write the above one in setanalysis. 

Can any one help me on this.

Thanks,

Vivek

14 Replies
viveksingh
Creator III
Creator III
Author

appreciate your efforts sunny. able to see data with your expression.

but the data showing is different

OLD expression:

=money(sum(if(JE_NATURAL_ACCOUNT >= 400000 and JE_NATURAL_ACCOUNT < 500000 and LEDGER_NAME='AMRI Consolidation Ledger' and InMonthToDate(EFFECTIVE_DATE,[Full Date],0),JEAMOUNT)),'$#,##0;($#,##0)')

output : $945,254,038


new expression with set analysis:

=Money(Sum({<JE_NATURAL_ACCOUNT = {">=400000<500000"}, LEDGER_NAME = {'AMRI Consolidation Ledger'}, EFFECTIVE_DATE = {">=$(=Num(MonthStart(Max({<JE_NATURAL_ACCOUNT = {'>=400000<500000'}, LEDGER_NAME = {'AMRI Consolidation Ledger'}>} EFFECTIVE_DATE))))<=$(=Num(Max({<JE_NATURAL_ACCOUNT = {'>=400000<500000'}, LEDGER_NAME = {'AMRI Consolidation Ledger'}>} EFFECTIVE_DATE)))"}>} JEAMOUNT), '$#,##0;($#,##0)')

output: $45,555,397

sunny_talwar

I am not sure what Full Date is.... that is the only missing piece I am not sure about

viveksingh
Creator III
Creator III
Author

Hi sunny,

Full Date is holds data in date format.

Attached is data for Full Date

I'm not sure about Inmonthtodate funtion

sunny_talwar

Do you have a selection in Full Date when you look at this expression? Also, for InMonthToDate() did you look at the help section as to what it is doing

inmonthtodate ‒ QlikView

Anonymous
Not applicable

Hi Vivek,

MTD using set analysis.

Sum({<Year=, Month=, Quarter=, DateNum={">=$(=Num(MonthStart(Max(DateNum))))<=$(=Max(DateNum))"}>} Sales)


DateNum is the OrderDate field


Thanks,

Rajan