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Anonymous
Not applicable

Financial ratios

Hi,

I have created the following bucket:

Bucket:
Load * Inline [Bucket, Start,End
'Sales', 3000 ,3999
'Cost of services sold', 4000 ,4999
'Fixed costs', 5000 ,7699
'Other operating expenses', 7900, 7999
'Depreciations', 7800, 7899
'Financial costs', 8300, 8499
];

IntervalMatch (Account) load Start, End resident Bucket;

How can I enter the following summations/ financial ratios to the bucket?

-Gross profit

-EBITDA

-EBIT

-EBT

Thanks!

2 Replies
simotrab
Creator III
Creator III

Hi,

first of all the code does not work: I think something is missing, please look here:

http://help.qlik.com/en-us/sense/3.1/Subsystems/Hub/Content/Scripting/ScriptPrefixes/IntervalMatch.h...

However it seems you need the difference between Start and End, and I managed it in a simple way, maybe not correct for your purpose, because I do not understand your code:

Bucket:

Load

     Bucket,

     Start,

     End,

     End-Start as Difference

Inline [

     Bucket, Start,End

     'Sales', 3000 ,3999

     'Cost of services sold', 4000 ,4999

     'Fixed costs', 5000 ,7699

     'Other operating expenses', 7900, 7999

     'Depreciations', 7800, 7899

     'Financial costs', 8300, 8499

     ];

Now the formulae, I think is something like

GROSS PROFIT

Gross profit - Wikipedia


so something like

     sum({$<Bucket={"Sales"}>}Difference)

     -sum({$<Bucket={"Cost of services sold"}>}Difference)

EBIT

Earnings before interest and taxes - Wikipedia

     sum({$<Bucket={"..."}>}Difference)

     -sum({$<Bucket={"..."}>}Difference)

        ...

     -sum({$<Bucket={"..."}>}Difference)

Putting on the points in the set analysis the correct name of the field Bucket, and adding or subtract everything needed.

And so on.

I am not an accounter, so maybe my formulae are semantically wrong, but the logic behind is this, use set analysis to reach the different results.

For more info:

Set Analysis: syntaxes, examples

Hope to be helpful

SteveNewman
Employee
Employee

‌You may want to look at this example that I have used. It is a work in progress and if you have anything else to contribute or improve, please let me know.

GitHub - newmans99/Qlik-Financial-Rollup-Example

Steve