Do not input private or sensitive data. View Qlik Privacy & Cookie Policy.
Skip to main content

Announcements
Qlik Open Lakehouse is Now Generally Available! Discover the key highlights and partner resources here.
cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

Financial Statements, Problem using SET Analysis

I need to create a financial statement that includes a percent of NET SALES column for three time frames, (ACTUAL, BUDGET, PREVIOUS MONTH) . I am using a chart table . I need to divide the line entries by their respective NET SALES amount. (ACTUAL LINE items divided by ACTUAL net sales total, BUDGET LINE items divided by BUDGET net sales total, , PREVIOUS MONTH LINE items divided by PREVIOUS MONTH net sales total)

I have tried to use Set Analysis to do this by creating three variables but I only get the first variable value for all three columns in the TABLE

vNETSACT=SUM({<(TYPE={ACT}),LINEID={NET SALES}>}AMOUNT)

vNETSBUD=SUM({<(TYPE={BUD}), LINEID={NET SALES}>}AMOUNT)

vNETSPRE=SUM({<(TYPE={PREV}), LINEID={NET SALES}>}AMOUNT)

And then create an expressions with

Columns that have these calulations

The spreadsheet I need to replicate looks like this:

SUM(AMOUNT)

SUM(AMOUNT)/vNETSA



SUM(AMOUNT)

SUM(AMOUNT)/vNETSBUD



SUM(AMOUNT)

SUM(AMOUNT)/vNETSPRE



ACTUAL

ACTUAL

BUDGET

BUDGET

PREVIOUS

PREVIOUS

ITEM

Amount

% NS

Amount

% NS

Amount

% NS

Gross Sales of Goods

61,781

114.8%

52,974

105.9%

55,488

112.9%

Sales Discounts

7,970

14.8%

3,159

6.3%

6,842

13.9%

Net Sales

53,811

100.0%

50,000

100.0%

49,145

100.0%

Administration Cost

825

1.5%

1,081

2.2%

870

1.8%

Income/Expenses I

-138

-0.3%

68

0.1%

-79

-0.2%

Indirect Cost of Distribution

1,439

2.7%

959

1.9%

844

1.7%

Market and Sales - Organization

2,632

4.9%

2,250

4.5%

2,762

5.6%

Research & Development I

82

0.2%

73

0.1%

82

0.2%

Extraordinary Items

-138

-0.3%

68

0.1%

-79

-0.2%

0 Replies