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How to calculate YTD (Year to Date), % Growth (Vs Previous Year), % Quarter on Quarter Growth (QoQ), YTD (Quarterwise) in Qlikview?
Hello Experts,
I have attached a sample document I'm currently working on. The flelds highlighted in Yellow are the calculations that I would like to do on qlikview instead of doing them manually.
For Example:
Case 1:
Product | Q1'10 | Q2'10 | Q3'10 | Q4'10 | 2010 | YTD'10 (FY 10) | YTD Q3'10 | FY'10 Vs FY'09 (%) | YTD Q3'10 Vs YTD Q3'09 (%) |
AA | 22 | 22 | 22 | 22 | 88 | 88 | 66 | 2% | 3% |
AA | 11 | 11 | 11 | 11 | 44 | 44 | 33 | 2% | 3% |
AA | 11 | 11 | 11 | 11 | 44 | 44 | 33 | 2% | 3% |
AA | 23 | 23 | 23 | 23 | 92 | 92 | 69 | 2% | 3% |
In this case, the values from Q1-Q4 and the year are mentioned. I want to calculate the Year to Date (YTD), YTD for Quarter, % change from Previous Year and YTD % change from Previous Year.
Case 2:
Product (QoQ % Change) | Q1'10 Vs Q1'09 | Q2'10 Vs Q2'09 | Q3'10 Vs Q3'09 | Q4'10 Vs Q4'09 | Q1'11 Vs Q1'10 | Q2'11 Vs Q2'10 | Q3'11 Vs Q3'10 | Q4'11 Vs Q4'10 | Q1'12 Vs Q1'11 | Q2'12 Vs Q2'11 | Q3'12 Vs Q3'11 | Q4'12 Vs Q4'11 | Q1'11 Vs Q1'09 | Q2'11 Vs Q2'09 | Q3'11 Vs Q3'09 | Q4'11 Vs Q4'09 | Q1'12 Vs Q1'09 | Q2'12 Vs Q2'09 | Q3'12 Vs Q3'09 | Q4'12 Vs Q4'09 |
AA | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% |
AA | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% |
AA | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% |
AA | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% | 1% | 1.50% | 2% | 3% |
In this case, I want the calculate the Quarter on Quarter(QoQ) % change from the Previous years.
Like, Q1'10 Vs Q1'11, Q1'14 Vs Q1'10 etc. I basically need a logic where we can find the % change for one quarter of a particular year Vs same quarter of different year.
Please find the attached data sheet and let me know if you need further information or details.
Thanks and Regards,
Arvind
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You may use SET-analysis, as described in this blog
https://iqlik.wordpress.com/2010/11/27/the-magic-of-set-analysis-point-in-time-reporting/
HTH Peter

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Thanks Peter, This helps.
Is there a way I can calculate the % values as well? I mean the growth compared to previous years and quarters etc.
Thanks again,
Arvind

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PFA

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Sagar,
Thanks for Sharing. Is it possible for to send me the screenshot, excel file or the script instead of the .qvw file?
I'm using the trial version and cannot open the qlikview files as I've crossed the number of attempts.
Sorry for the trouble.
Arvind

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YTD :-
=Sum({$<Date = {'>$(=Max((YearStart(Date)))) <=$(=Max(Today()))'}>} sales)
MTD:-
=Sum({$<Date = {'>=$(=Max((MonthStart(Date)))) <=$(=Max(Datefield))'}>} sales)
OR
YTD analysis
=Sum({$<Datefield = {'>$(=Max((YearStart(Datefield)))) <=$(=Max(Datefield))'}>} Sales)
Or
=Sum({$<Datefield = {'>$(=Max((YearStart(Datefield)))) <=$(=Max(Today()))'}>} Sales)
MTD Analysis
=Sum({$<Datefield = {'>=$(=Max((MonthStart(Datefield)))) <=$(=Max(Datefield))'}>} Sales)
Or
=Sum({$<Datefield = {'>=$(=Max((MonthStart(Today())))) <=$(=Max(today()))'}>} Sales)


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Hi arvind ,
% growth of Prev year compare to current year
If you have expressions Current year an prev year
(Current Year-Prev Year)/Prev Year
then change number settings to %
in same % Quater as well
(Current qtr-Prev Qtr)/Prev Qtr

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Thank you Sagar,
This helps in finding the YTD, MTD analysis.
Is there any formula to calculate the % growth as well? Like % growth Vs previous year, % Quarter on Quarter growth etc.
Arvind


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Sure,
you only need to put the results into relation, e.g.
A/B
or A/B-1
Peter

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Thank you Sunil.

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