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Moving annual total

Dear QlikView users,

It's essential for my analysis to show Moving annual total (by every month, in percentage). I'm thinking, thinking and it seems not to work. In the dimension I put CalendarMonth, and then I want to use expression that will allow me to show changes so for ex.

- for January 2010 you see sum of sales for last 12 months- so from December 2008;

- for February 2010 bar you see sales for last 12 months- so from January 2009 and so on. I'm trying to use expression:

Sum(InvoiceAmount)+Sum({<(CalendarMonth,-12)>} InvoiceAmount), but of course it doesn't work.

Could anyone help me? Any ideas?

Thank you in advance,

Best regards,

Beata J.

1 Solution

Accepted Solutions
Not applicable
Author

Hi Beata,

see the modified example worksheet RangeSum.

Hope you are a step closer to the result you are looking for.

Good luck!

Rainer

View solution in original post

11 Replies
Not applicable
Author

Hi Beata,

see the attached example.

Hope you get some good ideas.

Good luck!

Rainer

Not applicable
Author

Ach I have only personal version so I cannot open it;( Would you like to share with me what's inside?

Thank you in advance,

Beata

Not applicable
Author

Good morning Beata,

please try it again. Now you should be able to open the document.

Good luck!

Rainer

Not applicable
Author

Good morning Rainer,

Thank you very much for your effort. Right now I am working with it, and after some modifications it could be something I always wanted! I still have a question:

Do you know maybe which formula I can use, so that calculated dimension will be showing last 12 months ex. From February 2009 to January 2010?

I am trying with formula based on you file:

= CalendarDate={">=$(=addmonths(monthstart(max(CalendarDate)),-12)) <=$(=addmonths(monthend(max(CalendarDate)),0))"}>}

but it doesn't work. Any idea?

Thank you in advance,

Best greetings,

Beata

Not applicable
Author

Hi Beata,

are you able to upload a QV file I can work with?

Rainer

Miguel_Angel_Baeyens

Hello,

This should work

{< CalendarDate = {">=$(=addmonths(monthstart(max(CalendarDate)),-12))<=$(=(monthend(max(CalendarDate))))"} >}
You needn't use AddMonths to last date, becase, actually, you are not adding months.

Not applicable
Author

Dear QlikView users,

Anyone knows how to put calculated dimension for last 12 months?

Best regards,

Beata

P.S. Rainer it's great I can open your files!

Not applicable
Author

Hi Beata,

see the modified example worksheet RangeSum.

Hope you are a step closer to the result you are looking for.

Good luck!

Rainer

Not applicable
Author

Beata,

I´m not sure if we will have the license thing again. That´s the reason to place the file again.

Rainer