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## 5-4-4 Financial Calendar with months overlapping calendar months

Hello!

We have a 5-4-4 Financial calendar that can span calendar years and months. This is the schedule for 2020:

FY = 29-Dec-2019 to 26-Dec-2020

M1 =  29-Dec-2019 to 01-Feb-2020

M2 = 02-Feb-2020 to 29-Feb-2020

M3 = 01-Mar-2020 to 28-Mar-2020

M4 = 29-Mar-2020 to 02-May-2020

etc etc. Note the weeks go in 5-4-4 blocks and 35-28-28 day blocks.

I need to be able to compare my data for complete weeks only, so for example "Year to date to the end of last week", to "last year to date to the end of the same date the previous year" (offset of course).

LIkewise, the same with Months and Quarters.

Its getting very tricky and beyond my scope of knowledge - does anyone know if this is possible please, and if so how?

TIA!

Labels (2)

• ### Fiscal Calendar

2 Solutions

Accepted Solutions
Contributor II

The simplest solution I can think of is to generate a separate calendar and then map you transaction dates to it.

Since it is a data set that doesn't change - You can create the calendar in Excel

Contributor II

Hmm, there are a few ways you could do this.

The simplest that I use is to create a year and period list box (if you set the year box to only allow a single selection it works best)

Then use a set analysis modifier along these lines...

Sum({<Year={\$(=(Num(GetFieldSelections(Year)))-1)}>} Revenue)

This will take the current selections and filter them by a different year.

E.g.

6 Replies
Contributor II

The simplest solution I can think of is to generate a separate calendar and then map you transaction dates to it.

Since it is a data set that doesn't change - You can create the calendar in Excel

Contributor
Author

Thanks Andy, would you mind giving me an example of how i'd use this in a set analysis to limit the data, e.g. trying to get sales for "current month to date", vs same period the previous year?

TIA.

Contributor II

Hmm, there are a few ways you could do this.

The simplest that I use is to create a year and period list box (if you set the year box to only allow a single selection it works best)

Then use a set analysis modifier along these lines...

Sum({<Year={\$(=(Num(GetFieldSelections(Year)))-1)}>} Revenue)

This will take the current selections and filter them by a different year.

E.g.

Contributor
Author

Thank you Andy, that makes a lot of sense. I'm still learning with these expresssions!

I'll give this a try today!

Contributor
Author

This was exactly what I needed - thanks for your help!

Employee

Following Design Blog post may be of some help too for future visitors:

https://community.qlik.com/t5/Qlik-Design-Blog/Recipe-for-a-4-4-5-Calendar/ba-p/1464069

Regards,
Brett

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