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My client requirement is to calculate YTD and MTD values as i'm new to qlik please help
Please find attached QVF
Check the attached
YTD
=Sum({<OrderDate = {"$(='>=' & YearStart(Max(OrderDate), 0, 4) & '<=' & Max(OrderDate))"}, MonthYear, Year, Month>}Sales)
MTD
=Sum({<OrderDate = {"$(='>=' & MonthStart(Max(OrderDate)) & '<=' & Max(OrderDate))"}, MonthYear, Year, Month>}Sales)
Check the attached
YTD
=Sum({<OrderDate = {"$(='>=' & YearStart(Max(OrderDate), 0, 4) & '<=' & Max(OrderDate))"}, MonthYear, Year, Month>}Sales)
MTD
=Sum({<OrderDate = {"$(='>=' & MonthStart(Max(OrderDate)) & '<=' & Max(OrderDate))"}, MonthYear, Year, Month>}Sales)
Hi Expressions would be like as below for YTD,QTD,MTD
YTD - Year To Date
A date should be selected and it will look for the Starting date of the year to the selected date.
Ex: date selected is 21-03-2014 then YTD is 01-01-2014 to 21-03-2014
Expression would be
Sum({<Year=, Month=, Quarter=, Week=, DateField=, DateNum={">=$(=Num(YearStart(Max(DateNum))))<=$(=Max(DateNum))"}>} Sales)
QTD- Quarter to Date
In the place of year use Quarter
Sum({<Year=, Month=, Quarter=, Week=, DateField=, DateNum={">=$(=Num(YearStart(Max(DateNum))))<=$(=Max(DateNum))"}>} Sales)
MTD- Month to Date
Sum({<Year=, Month=, Quarter=, Week=, DateField=, DateNum={">=$(=Num(MonthStart(Max(DateNum))))<=$(=Max(DateNum))"}>} Sales)
WTD- Week to Date
Sum({<Year=, Month=, Quarter=, Week=, DateField=, DateNum={">=$(=Num(WeekStart(Max(DateNum))))<=$(=Max(DateNum))"}>} Sales)