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Hi All,
I am really new to qlikview application and have worked with some basic reports so far , but now am trying to work with some advanced financial reporting where are i would like to get real time figures for P&L reports for high level analysis.
REQUIREMENTS:
FILTERS
FINANCIAL YEAR (FY2012 , FY 2013 , .....................n)
FINANCIAL MONTH (01 JUL , 02 AUG ...................... 12 JUNE)
BUSINESS UNITS (X, Y , Z )
PROFIT & LOSS | MTH(Month to Date) | YTD(Year to Date) | LYMTD(Last Year Month to Date) | LYYTD(Last Year Year to Date) |
---|---|---|---|---|
REVENUE | ||||
DIRECT COST | ||||
OTHER | ||||
...........(n) |
I would like to achieve that is the user selects FY2013 and Month as 09 MAR then system should evaluate the month to date , year to date , Last Year Month to date and Last Year Year to Date values.
Have tried various options like creating a master calendar and linking it to the filter to achieve the results ,did get a chance to work with some usefull set analysis examples published earlier in this community forum but i am only upto a stage where i can evaluate MTD and YTD results but don't get other two.
My dataset is coming from a GL Register table where all transactions are stored on a date by date basis
Any of your guidance will be much appreicated.
Thanks
Hi,
You can use this thread as reference http://community.qlik.com/message/353469 or this http://community.qlik.com/message/353416?tstart=0
Regards,
Janzen
Hi Janzen,
Thanks for you advise but I have tried to implement those earlier but it didn't work out.
Cheers
Hi,
Could you attach an example of your report?
Regards,
Janzen
refer this
Hi Janzen,
Thanks for helping me out , have attached the copy.
Cheers
i resolved it in a nicer way, i wanted to add a dimension called period so i can select or deselect it, that way i can use it in bookmarks, you can see my implementation, i wanted:
7 last days - 1w.
last month - 1m - 30 days.
last year - 365 days back.
you can see my solution in the attached file, you can add more periods or change the calender the same way that was suggested here.
enjoy!
Hi all,
I too have the same issue.. i need a structure like below
Hi sri,
I have tried in in this way. It worked fine. see the qvw attached..