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Anonymous
Not applicable

Last Quarter Data Population

Hi

I have a data in which i want the calculated field which has to show the current quarter information.

I have looked lots of post in qlik community but nothing is working out for me.Please suggest

1 Solution

Accepted Solutions
shraddha_g
Partner - Master III
Partner - Master III

Try,


sum({<QuarterStart = {"$(=date(addmonths(max(QuarterStart),-3)))"},ROLLOVER_DESTINATION_TXT={'RTF','RTC'},FULL_DISTRIBUTION_IND={'Y'}>}ROLLED_TO_AMT)

View solution in original post

27 Replies
shraddha_g
Partner - Master III
Partner - Master III

what is your data?

what is the expected output according to your data..

Please elaborate

vikasdesai
Partner - Contributor III
Partner - Contributor III

try this in your script Date/calendar table.

'Q' & Ceil(Month([DateField])/3) As Quarter,

Regard

Vikas

Anonymous
Not applicable
Author

I have a column name called Process Date,Standard organization name & RTA. The process date column contain the  entire year information.but i want to show case only the current quarter summation of RTA in a separate column in my final output page.@@@

Note : In each and every quarter the calculated column has to show only the current quarter information

   

Processed DateStandard Organization NameRTA
3/28/2017FIDELITY INVESTMENTS$2.00
1/12/2017CHARLES SCHWAB$3.00
10/31/2017COMPETITION - IBG$4.00
7/19/2017MORGAN STANLEY DEAN WITTER$5.00
5/1/2017VANGUARD$6.00
4/18/2017MORGAN STANLEY DEAN WITTER$7.00
9/28/2017MORGAN STANLEY DEAN WITTER$8.00
7/12/2017MERRILL LYNCH$9.00
1/20/2017FIDELITY INVESTMENTS$10.00
1/17/2017FIDELITY INVESTMENTS$11.00
3/27/2017FIDELITY INVESTMENTS$12.00
1/30/2017FIDELITY INVESTMENTS$13.00
2/9/2017FIDELITY INVESTMENTS$14.00
5/30/2017MORGAN STANLEY DEAN WITTER$15.00
2/21/2017MORGAN STANLEY DEAN WITTER$16.00
7/6/2017UBS FINANCIAL SERVICES$17.00
4/19/2017CHARLES SCHWAB$18.00
4/7/2017FIDELITY INVESTMENTS$19.00
6/5/2017MORGAN STANLEY DEAN WITTER$20.00
3/24/2017CHARLES SCHWAB$21.00
9/18/2017NEW EMPLOYER DC/DB PLAN$22.00
8/9/2017BANK OF NEW YORK$23.00
10/24/2017FIDELITY INVESTMENTS$24.00
2/13/2017LINSCO PRIVATE LEDGER$25.00
9/6/2017EDWARD D. JONES$26.00
2/13/2017UNKNOWN$27.00
5/3/2017UNKNOWN$28.00
2/8/2017FIDELITY INVESTMENTS$29.00
6/26/2017MORGAN STANLEY DEAN WITTER$30.00
10/2/2017MERRILL LYNCH$31.00
7/18/2017UBS FINANCIAL SERVICES$32.00
7/7/2017MORGAN STANLEY DEAN WITTER$33.00
7/10/2017CHARLES SCHWAB$34.00
2/14/2017FIDELITY INVESTMENTS$35.00
10/25/2017THRIVENT$36.00
10/11/2017FIDELITY INVESTMENTS$37.00
5/16/2017AMERITRADE$38.00
2/13/2017BANK OF AMERICA$39.00
3/21/2017FIDELITY INVESTMENTS$40.00
Anonymous
Not applicable
Author

do i have to run this script in the data loader?

shraddha_g
Partner - Master III
Partner - Master III

Create QuarterStart in your Calendar Script as QuarterStart(DateField) as QuarterStart.

In Chart,

Use sum({<QuarterStart = {"$(=max(QuarterStart))"}>}RTA)

Anonymous
Not applicable
Author

I have created a quarterstart variable but that is not working...let me try create a script

shraddha_g
Partner - Master III
Partner - Master III

PFA

HirisH_V7
Master
Master

Hi

From your data,As far as i understood, Created a quarter in script.

Data:
LOAD *,
'Q' & Ceil(Month([Processed Date])/3) As Quarter
INLINE [

    Processed Date, Standard Organization Name, RTA
    3/28/2017 ,FIDELITY INVESTMENTS, $2.00
    1/12/2017 ,CHARLES SCHWAB, $3.00
    10/31/2017 ,COMPETITION - IBG, $4.00
    7/19/2017 ,MORGAN STANLEY DEAN WITTER, $5.00
    5/1/2017, VANGUARD ,$6.00
    9/18/2017 ,NEW EMPLOYER DC/DB PLAN ,$22.00
    8/9/2017 ,BANK OF NEW YORK, $23.00

];

And by creating a variable , as

='Q'&Ceil(Month(Today())/3)

Then in the Caluculated dimension in your table,

=Aggr(Only({<Quarter={"$(=vQuarter)"}>}[Processed Date]),[Processed Date])

Hope this gives your required current quarter data in the chart table.

Let me know any further info required.

PFA,

HTH,

Hirish

HirisH
“Aspire to Inspire before we Expire!”
Anonymous
Not applicable
Author

i am getting as null