Fiscal YTD and Calendar YTD - Toggle on same sheet

[#1]

I currently have two sheets within the same qvw with identical layouts and sheet objects, the only difference being the data on one sheet is Fiscal YTD (i.e. 1st April onwards) and the data on the other is calendar YTD. This is obviously not best practice.

How can I easily enable the end user to toggle between the two calendar date ranges on the one sheet?

[bbi_mba_76]

Hi,

if I understand well, you could add a dimension and set the calendar/fiscal month in your charts based on the selection on this field

[#3]

What exactly do you mean, by add a dimension? Do you mean having a fiscal YTD flag for each row of data?

[bbi_mba_76 · Accepted solution]

No, a new dimension not linked to the data.

Tb_TimeType:

LOAD * INLINE [

    TimeType

    Fiscal

    Calendar

];

and then if the user select Fiscal as TimeType your chart will use the FiscalMonth, otherwise the CalendarMonth

I think you have a master Calendar with both Fiscal and Calendar month

[Colin-Albert]

It depends on how many objects need to be changed to switch between Calendar & Fiscal selections. Having separate sheets may be simpler.

You could add a button for the selection and then toggle the chart columns/dimensions, list boxes etc. using Conditional Expressions.

You may need to add actions to the button that clear some field selections to ensure that Fiscal Year selections are not carried over when changing to Calendar Year and vis versa.

Another option is to give the two sheets the same title, and set the objects to the same co-ordinates on each sheet. Then conditionally hide the Calendar or Fiscal sheet via buttons, so it appears as if there is just one sheet. Again you may need to clear some field selection when switching between Calendar & Fiscal sheets.

[preminqlik]

Hi there,

You can do this by the below procedure as HIC illustucted

http://community.qlik.com/blogs/qlikviewdesignblog/2013/05/28/fiscal-year

Here you have to  is need to write set analysis like below

sum({$(vYear)=$(=max($(vYear))),$(vMonthNum)={<='$(=max($(vMonthnum)))'),$(vMonth)=,Day={<='$(=max(Day))'}>}Sales)

Now Switch the variables  with toggle action to between Normal and Fiscal

Normal calendar :

then assign the

$(vYear)='Year'

$(vMonth)='Month'

$(vMonthNum)='Month'

Fiscal Calendar:

then assign the

$(vYear)='fYear'

$(vMonth)='fMonth'

$(vMonthNum)='FMonth'

---> Note : you have to keep this variables in all list boxes to

Let me know if any doubts

@

Premhas