Current Month YTD vs Previous Month YTD

[bmchale1983]

I am trying to create a table with Current Month YTD vs Previous Month YTD and it works unless I select a month because there is no previous month.  Ultimately I would like the user to select a monthyear and the data will be ytd of this month.  The following works if I have year selected, but I cannot seem to ignore selections when I select month.

My variables are as follows:

vMaxMonthYear=Date(max([MonthYear]), 'MMM-YYYY')

vPrevMonthYear=Date(addmonths(max([MonthYear]), -1), 'MMM-YYYY')

vMinMonthYear = =Date(min([MonthYear]), 'MMM-YYYY')

Previous Month Calc:  =Sum({<[MonthYear]={'>$(=vMinMonthYear)<$(=vPrevMonthYear)'}>}PE.TOTAL_ACQ)

Current Month Calc:  =Sum({<[MonthYear]={'>$(=vMinMonthYear)<$(=vMaxMonthYear)'}>}PE.TOTAL_ACQ)

I have a canonical date currently as list box, but I do not think this will work.  I would liketo select a maxweekyear and have that auto populate other variables and calculations should work, just not sure how to go about doing this.

Any help would be greatly appreciated. 

Thanks

[luismadriz · Accepted solution]

Hi Brien,

Please see if this process I created helps you:

My 2 cents on Time Analysis

Regards,

Luis

[bmchale1983]

Luis,

Thank you for this.  I am not trying to build a ton of master calendars at this point, but this document is very helpful.

I guess I'm looking for a way to either:

- ignore selections in my set analysis statements, as I've been unsuccessful replacing the $ with a 1

- instead of providing a list box with Canonical date month, to provide a list box(or some other feature) to assign the vMaxMonthYear variable...  haven't found the correct method yet.

Thanks for your input

[luismadriz]

Hi,

I guess I'd need to see what you're doing to help you better. I don't have QV but Qlik Sense.

If you want just to ignore selection of the YearMonth you could try this:

=Sum({<MonthYear=>} PE.TOTAL_ACQ)

Also, maybe if you show some screenshots of what you're trying to do, other members of the community could see it more easily and maybe provide you with ta better response

Cheers,

Luis

[luismadriz]

Hi,

Just wondering to know how did you go,

Cheers

Luis

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[bmchale1983]

I ended up going with a set analysis:

Sum({<Year={"$(=Max(Year))"}, MonthYear={"<=$(=date(Max(MonthYear),'MMM-YYYY'))"},Month=>}PE.TOTAL_ACQ)

This achieved my YTD filter with the list box being Month and Year