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Fiscal Year

Hi,

I have a [Invoice Date] in the format of [DD/MM/YYYY] and I need to create a button for fiscal year for 2013 - 14, the fiscal year starts from 1st Oct 2013 - till date.

anyone can help me.

Regards

1 Solution

Accepted Solutions
PrashantSangle

Hi,

Did you try with YearName()

Like

YearName(date,0,10)

Regards,

Great dreamer's dreams never fulfilled, they are always transcended.
Please appreciate our Qlik community members by giving Kudos for sharing their time for your query. If your query is answered, please mark the topic as resolved 🙂

View solution in original post

6 Replies
sundarakumar
Specialist II
Specialist II

what is this button for? any kind of selection?

do u want to show the fiscal year's data in a chart?

where do u want this selection to be reflected?

pls clarify.

-sundar

Not applicable
Author

Hi Sundar,

Thanks for your reply I have created a Straight table the dimention is MonthName([Invoice Date]) and when I press the button the reflection should be made in in the Straight table.

The button action should group the data from 1st Oct 2013 - 31st Sep 2014.

Hope its clear

PrashantSangle

Hi,

Did you try with YearName()

Like

YearName(date,0,10)

Regards,

Great dreamer's dreams never fulfilled, they are always transcended.
Please appreciate our Qlik community members by giving Kudos for sharing their time for your query. If your query is answered, please mark the topic as resolved 🙂
sundarakumar
Specialist II
Specialist II

this is kidn of work around, am not sure if ther is a easier way.

In the back end u would have the date field whose data is to be calculated. Create a field in the back end looking for condition if(date(date_field)=1 and month(date_field)='Oct' , 1 , 0 ) as fiscal_start_flag.

pull data which has  fiscal_start_flag=1 in a temp table, then find the max and save it to a variable in the back end and drop the temp tables.

This is to calculate the latest fiscal year start.

If it is only to a single object then i would suggest set analysis, Create a button or text box with name show this fiscal year.  Set a variable in the actions tab of the created button. Create a calcuated dimenion like

if(Variable_created=1,

     if(num(date_field>variable_backend

          , month(datefield)))

hope this helps.

-Sundar

jagan
Luminary Alumni
Luminary Alumni

Hi,

First arrive a Fiscal Date fields separately in script, based on the button click change your dimensions in List box, Charts etc. 

LOAD

*,

YearName(date,0,10) AS FiscalYear

FROM DataSource;


Hope this helps you.


Regards,

Jagan.

aveeeeeee7en
Specialist III
Specialist III

Hi

Kindly, go through the Attached Qvw.

Hope, it will help you.

Regards

Aviral Nag