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Creator

Most recent year of data - Expression/Set analysis

I am tring to get the right expression to get the sales of a customer from their most recent year of sales. I tried using an AGGR expression with a FirstSortedValue expression but I must be way off cuz nothing returns:

firstsortedvalue(aggr(sum(Sales),Customer), -Year) :

 Data: Customer Year Sales A 2014 25 A 2014 50 A 2013 75 B 2012 100 B 2011 125 B 2011 150 C 2013 175 C 2013 200 C 2010 225 C 2009 250 DESIRED Results: Customer Latest Year Total Sales A 2014 75 B 2012 100 C 2013 375
1 Solution

Accepted Solutions

Unfortunately, this problem cannot be solved with Set Analysis (at least, not directly). The reason being - Set Analysis condition is calculated only once per chart, and therefore it cannot be sensitive to your dimension values.

The solution can be built using a bit of scripting. You can determine in the script what year is the latest year for each Customer. Ideally, you can calculate a new field _Last_Year_Flag in your fact table that will be assigned 1 for all the transactions that belong to the last year for the given customer. With a flag like this, the Set Analysis expression becomes independent of your dimension, and therefore it becomes valid:

Dimension: Customer

Expressions:

Latest Year = Max(Year)

Sales = sum( {<_Last_Year_Flag={1}>} Sales)

cheers,

Oleg Troyansky

Check out my book QlikView Your Business - now available to pre-order on Amazon!

7 Replies

Unfortunately, this problem cannot be solved with Set Analysis (at least, not directly). The reason being - Set Analysis condition is calculated only once per chart, and therefore it cannot be sensitive to your dimension values.

The solution can be built using a bit of scripting. You can determine in the script what year is the latest year for each Customer. Ideally, you can calculate a new field _Last_Year_Flag in your fact table that will be assigned 1 for all the transactions that belong to the last year for the given customer. With a flag like this, the Set Analysis expression becomes independent of your dimension, and therefore it becomes valid:

Dimension: Customer

Expressions:

Latest Year = Max(Year)

Sales = sum( {<_Last_Year_Flag={1}>} Sales)

cheers,

Oleg Troyansky

Check out my book QlikView Your Business - now available to pre-order on Amazon!

Master III

Hello Zab,

I agree with Oleg and he had given you a good solution.

Well i always believe in playing with script that in UI since it minimizes the load on object and hence gives good response time .

I will recommend you the below way of implementing your need.

Well you can go for any it is your way.

PFA the sample file

Specialist III

If you want to solve the problem with scripting only, the following script works

A:

load * Inline [

Customer,Year,Sales

A,2014,25

A,2014,50

A,2013,75

B,2012,100

B,2011,125

B,2011,150

C,2013,175

C,2013,200

C,2010,225

C,2009,250

];

B:

,Sum(Sales) as Sales1

Resident A group by Customer, Year;

Drop  Table A;

C:

,FirstSortedValue(Year,-Year) as MaxYear

,FirstSortedValue(Sales1,-Year) as MaxSales

Resident B Group By Customer;

Drop Table B;

Creator
Author

Thanks Oleg!

If you have a minute can you explain this, not sure I totally understand : The reason being - Set Analysis condition is calculated only once per chart, and therefore it cannot be sensitive to your dimension values.

Steve

In your initial question, you wanted to calculate sales for the last year for each customer. That means that every line of the chart should be calculated with a Set Analysis condition that is dependent on the dimension value (Customer) at the same line.

Since Set Analysis condition is only calculated once, before the chart is being produced, it cannot contain any conditions that are dependent on the dimension values.

Creator
Author

Thanks!

Steve

Creator
Author

Thanks!

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