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darshanhiranandani
Contributor II
Contributor II

Darshan Hiranandani : Help Needed for Basic Reporting in Qlik Sense

Hi Everyone,

I’m new to Qlik Sense and looking to create a basic report from a simple dataset to encourage more users to embrace self-service analytics. I have a dataset with the following fields:

ID
Date of Visit
Status

Here is a sample of my dataset:


yaml
ID, Date of Visit, Status
1, 1 Jan 2023, Completed
2, 1 Jan 2023, Active
3, 3 Feb 2023, Completed
4, 5 Feb 2023, Completed
5, 7 Mar 2023, Completed
6, 5 Mar 2023, Active


My goal is to create a stacked bar chart that shows:

Cumulative Total Completed over time (by YYYYMM of the visit date)
Balance to Completion, which is calculated as 10 - (Cumulative Total Completed)

Current Approach:

I have a script that converts the Date of Visit to YYYYMM.
I count the number of completed statuses by YYYYMM and calculate the cumulative total.
I then compute the balance to completion as 10 - (Cumulative Total Completed).

Questions:

Is there an easier way for users to achieve this in Qlik Sense without extensive scripting?
Can someone provide guidance or steps on setting up this kind of stacked bar chart using the raw data?
Are there built-in functions or features in Qlik Sense that simplify the process of calculating cumulative totals and balance to completion?
How can I ensure that this process is user-friendly for those who might be less familiar with scripting?

I appreciate any suggestions or tips you can provide!

Thanks

Darshan Hiranandani

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