Fin year wise calculation

[dhanu_today]

Hi All,

I have a small req.Here am clarifying in detail to develop in design level.

I have 4 fields FIN_YEAR,CAL_MONTH,FIN_AOD_YEAR AND AOD_MONTH.

The req. is if the user is selecting the Fin_year say  2014( out of 2012,2013 and 2014) then CAL_month is showing that

April to till date.

The selections are 2014 and FEB then i have to calculate the accounts which are opened Upto March'(from 2012) and After March as per current financial year.In detail it has to show the accounts opened form starting to till March under Upto March field and april onwards under After March filed.(i.e Now it has to show the accounts opened on april onwards. if we move to next fin year like 2015 then upto march should show the values March(CAL_Month) and April on wards in After March filed.

I have written the like in dim level If(ADO_MONTH<3,'UPTO MARCH','AFTER MARCH')

then am getting the values of Jan.feb,march only for every month it not matches the req.

If am using the belwo script

=if(CAL_MONTH<=3,'upto March','After March')  then am getting the exact result for 'Upto March' but showing wrong value at  after march level(its shwoing both upto march + After March).

Thanks ,

Dhanu

[Gysbert_Wassenaar]

Perhaps this blog post can show you how to create the financial years and months: Fiscal Year

[dhanu_today]

Thanks Gysbert for Quick reply.I have all the fields which need for Fiscal year.

I was stucked some where to count the accounts which are 'Upto March and 'after March' as per finyear and CAL_Month selection.

Regards,

Dhnau

[giakoum]

maybe attached example can help

[dhanu_today]

Thanks Loannis But not filling the req now.

Regards,

Dhanu

[Gysbert_Wassenaar]

Can you post examples of what you need and what you're now getting? An example qlikview document would help.

[dhanu_today]

Thanks All, Please find the attached file for reference.

When am giving the CAL_month ❤️ its showing only the values of after march only and not filling the req.

Upto March should shows the values from staring and after march should show the values after april.

I have given short description.

Thanks,

Dhanu

[Gysbert_Wassenaar]

Your Cal_Month field contains only text values, not numbers. So Cal_Month < 3 isn't a valid comparison. You can either create a real month field that also has a numeric value or use =if(match(Cal_Month,'Jan','Feb','Mar'),'upto march','after march') to compare the string value to 'Jan','Feb' or 'Mar'.