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How to show auto month and quarter fields?

Dear Experts,

         I would like to show monthly Amount that the total sum of dates and quarterly Amount . There already have date by date in my excel files and load them by each date like below, I would like to get auto month fields that can calculate the date field in excel file and quarterly too.

What is the appropriate way to get answer? Hope to help me.

Best Regards

Kyaw Myo Tun

1 Solution

Accepted Solutions
MayilVahanan

HI

Try like this

Load Date, Month(Date) As Month, 'Q'&Ceil(Month(Date)/3) As Quarter,

[Sr No.], [Customer Id], [Customer Name], Amount

From DataSource;

Use Month As Dimension and Sum(Amount) AS expression in table

Thanks & Regards, Mayil Vahanan R
Please close the thread by marking correct answer & give likes if you like the post.

View solution in original post

4 Replies
Not applicable
Author

Hi Hope this is helpful

Temp:

load

date

sr no

customer id

customer name

amount

month(amount) as cal_month

Year(amount) as cal_Year

resident abc;

Load

Customer id ,

cal_month

sum(amount) as Total_sal

Resident Temp group by Customer id, cal_month;

Thanks

Manju

MayilVahanan

HI

Try like this

Load Date, Month(Date) As Month, 'Q'&Ceil(Month(Date)/3) As Quarter,

[Sr No.], [Customer Id], [Customer Name], Amount

From DataSource;

Use Month As Dimension and Sum(Amount) AS expression in table

Thanks & Regards, Mayil Vahanan R
Please close the thread by marking correct answer & give likes if you like the post.
Not applicable
Author

Dear Mayil,

     Thanks for your advice and It work correctly what I want to do.

Best Regards,

Kyaw Myo Tun

qlikviewwizard
Master II
Master II

Hi Kyaw,

Please close the thread by selecting Correct Answer. Thank you.