Actual vs Budget

[poooja]

Hi Qliks,

How to find weekly Sales vs budget values in line chart and also monthly and quarterly in bar chart.

 Any help here.

[s-puddle]

I've had a look at your script and it appears your Order and Budget tables have no join. If you want to create charts of the same period then you need to create a shared date.

Two options:

Option 1: In the Budget table, add the same fields that you have added to the Order table:

• Dual(Year(Bdate)&'-'&Month(Bdate),MonthStart(Bdate)) as YearMonth,
• Dual(Year(Bdate)&'-Q'&Num(Ceil(Num(Month(Bdate))/3)),QuarterStart(Bdate)) as YearQuarter,
• if(WeekStart(Bdate)<Bdate, date(WeekStart(Bdate) +1, 'DD-MM'),date(WeekStart(Bdate) -6, 'DD-MMM')) as WeekStart

Option 2: In both the Order and Budget tables, instead of the date fields above create a new date field, ie OrderDate as ReportDate and BDate as ReportDate. Use this as the main date in your autoCalendar. The autoCalendar will give you all of the key date options.

[poooja]

Hi,

Thanks for your response.

The Option 1 will give us synthetic issue.

The Option 2  affects  the object values which i have created already. Is there any other solution without affecting the existing objects values.

Thanks!

Pooja

[s-puddle]

Hi Pooja

Not sure what you mean by affecting the object values.

Could you provide another copy of your app run with Option 2? Or if you have the raw data available?

Thanks

Sharon

[poooja]

Hi Sharon,

PFA Source file .

Thanks!

Pooja