YoY Growth

[#1]

Hi Qlik Community,

I have been looking a lot on YoY Growth calculation posts, but none seem to work for me.

I have a dataset with 60 months of sales data.

The SCRIPT looks like this:

LOAD

     Year([PERIOD]) as YEAR,

  Month([PERIOD]) as MONTH,

  MonthName([PERIOD]) as MONTHYEAR,

    VALUE,

    SALES_TYPE,

    PRODUCT,

    PERIOD

Value = Sales

Sales_TYPE = Units or Local Currency

PERIOD = Month (as MM/YYYY)

What I want to do is create a line chart with 60 months of sales points, displaying for each month the VALUE from last year (using dimensions MONTHYEAR & PRODUCT). For example, in OCT16, the value for OCT15 should be displayed, and in OCT15, the value for OCT14, etc etc.

Ultimately what I want to calculate is the Yearly Evolution Index for each month (market share from actual month, over Market Share from last year's month * 100).

Thanks a lot for your help,

Best,

[sunny_talwar]

Have you looked at The As-Of Table‌. This should fit your requirement perfectly

[#3]

Hi Sunny,

I created the As-Of Table but I am not able to calculate the YoY for each month anyway.

What I exactly need to do is for every month calculate (actual month / same month last year -1). For example for Feb16 = Feb16 / Feb15 -1

My script now looks like this:

DB_PM:

LOAD   

    AVG_PRICE,

    VALUE,

    SALES_TYPE,

    PRODUCT,

    PERIOD

FROM [lib://SENSE IMS/PM DATABASE\PM CSV HISTORICAL TEST\DB_PM_QLIKSENSE_HISTORICAL.csv]

(txt, codepage is 1252, embedded labels, delimiter is ',', msq);

QuartersMap: 

MAPPING LOAD  

rowno() as Month, 

'Q' & Ceil (rowno()/3) as Quarter 

AUTOGENERATE (12); 

Temp: 

Load 

               min(PERIOD) as minDate, 

               max(PERIOD) as maxDate 

Resident DB_PM; 

Let varMinDate = Num(Peek('minDate', 0, 'Temp')); 

Let varMaxDate = Num(Peek('maxDate', 0, 'Temp')); 

DROP Table Temp; 

TempCalendar: 

LOAD 

               $(varMinDate) + Iterno()-1 As Num, 

               Date($(varMinDate) + IterNo() - 1) as TempDate 

               AutoGenerate 1 While $(varMinDate) + IterNo() -1 <= $(varMaxDate); 

MasterCalendar: 

Load 

               TempDate AS PERIOD, 

               week(TempDate) As Week, 

               Year(TempDate) As Year, 

               Month(TempDate) As Month, 

               Day(TempDate) As Day, 

               YeartoDate(TempDate)*-1 as CurYTDFlag, 

               YeartoDate(TempDate,-1)*-1 as LastYTDFlag, 

               inyear(TempDate, Monthstart($(varMaxDate)),-1) as RC12, 

               date(monthstart(TempDate), 'MMM-YYYY') as MonthYear, 

               ApplyMap('QuartersMap', month(TempDate), Null()) as Quarter, 

               Week(weekstart(TempDate)) & '-' & WeekYear(TempDate) as WeekYear, 

               WeekDay(TempDate) as WeekDay 

Resident TempCalendar 

Order By TempDate ASC; 

Drop Table TempCalendar; 

// ======== Create a list of distinct Months ========

tmpAsOfCalendar:

Load distinct MonthYear

  Resident [MasterCalendar] ;

// ======== Cartesian product with itself ========

Join (tmpAsOfCalendar)

Load MonthYear as AsOfMonthYear

  Resident tmpAsOfCalendar ;

// ======== Reload, filter and calculate additional fields ========

[As-Of Calendar]:

Load MonthYear,

  AsOfMonthYear,

  Round((AsOfMonthYear-MonthYear)*12/365.2425) as MonthYearDiff,

  Year(AsOfMonthYear)-Year(MonthYear) as YearDiff

  Resident tmpAsOfCalendar

      Where AsOfMonthYear >= MonthYear;

Drop Table tmpAsOfCalendar;

[sunny_talwar]

Would you be able to share what you have (with the AsOfDate calendar) and I might be able to suggest you a working solution?

[#5]

Hi Sunny,

Sorry for the delay. I had to sample the data due to confidentialy issues.

Here you will be able to download the .qvf:

Qlik Sense App - Historic Sales - Google Drive

Thanks a lot for your help

[sunny_talwar]

I am unable to open that location, can you directly attach here?

Uploading a Sample

[#7]

done.

thanks,