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garethrogers
Contributor
Contributor

QlikView - YTD for each month in pivot chart

I am trying to get a pivot chart to show me a running YTD for each month in my pivot chart.

e.g.  Jan value is 50, Feb is 60, Mar is 70.  Pivot should look like this.

Month     Val     YTD

Jan          50          50

Feb          60          110

Mar          70          180

See attached qvw.

Thanks.

6 Replies
rulohx87
Contributor III
Contributor III

An accumulation can do with a simple table.

Acumulacion.png

Gysbert_Wassenaar

See this document: Calculating rolling n-period totals, averages or other aggregations


talk is cheap, supply exceeds demand
rulohx87
Contributor III
Contributor III

Try this:

=rangesum(above(sum([CL B2017]),0,RowNo()))

Captura.PNG

garethrogers
Contributor
Contributor
Author

Thanks Raul.  You solution does what I want at the month level, but when I expand the next dimension it does not. 

See the screen shot attached.  When I expand the first two months, for the first month (date in the red box), the Month and YTD should have the same value for each Cost Center.  For he second month (highlighted yellow), YTD should be the sum of months 1 and 2 for each Cost Center.  For example the YTD total for CORP LOGISTICS in Month 2 should be $104,454 + $120,310 for a displayed total of $224,765 with rounding.

Gareth.

rulohx87
Contributor III
Contributor III

May be some like this?

Captura.PNG

garethrogers
Contributor
Contributor
Author

A couple of reasons this doesn't work for me. 

1.  I want Month to be the primary dimension in the left most column

2.  As you can see in your screen shot, unless Month is expanded, the YTD is zero.

Maybe what I want can't be accomplished in a Pivot?  I have been looking for a solution for some time now with no luck.

I appreciate your ideas though.