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idodel
Contributor III
Contributor III

Fiscal Year On Set Analysis Filtering

Hello Qliks,

I saw some threads about something like my issue but did not manage to find exact same.

I need to both filter on set analysis the current Financial Year (FY20) and in another field the previous one (FY19)

I do have fields that contain years (YYYY), FY (FY15,FY16,FY17...),MonthYear(201901,201902....)

FY is from June to May.

I need it to be dynamic so when the next FY arrives, it will happen automatically.

current filter on set analysis : FYear={'FY20'}

Can I split the 'FY20' into dynamic variable?

 

Thanks,

Ido 

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1 Solution

Accepted Solutions
idodel
Contributor III
Contributor III
Author

thank you for your comment!

finally i managed to solve it by creating 2 variables holding current and previous FY 🙂

 

View solution in original post

2 Replies
gavinlaird
Contributor III
Contributor III

You will want to define the current FY in the load script:

MaxFY:
LOAD Max(Right(FYear,2)) as CurrentFY
Resident [your data];

Let vCurrentFY = 'FY'&Peek('CurrentFY');
Drop Table MaxFY;

 

Then, you can use the vCurrentFY variable in your set analysis, instead of using the hard value, "FY20".

{<FYear={$(vCurrentFY)}>}

 

idodel
Contributor III
Contributor III
Author

thank you for your comment!

finally i managed to solve it by creating 2 variables holding current and previous FY 🙂