Selecting either Budget or Reforecast to measure Actuals against

[jacqueshol]

Hi All,

I am almost embarrassed asking for help on this as I am pretty sure there has to be an easy solution by using a variable, but I just can't seem to crack it .

Anyway, we have a budget that is set for the 12 months of a financial year.  As the months go buy, we tend to do 2 or 3 reforecasts of these budgets. The monthly Actuals are then compared to these.  These values are pulled from Accpac, where the Accpac field name FSCSDSG represents the following:

FSCSDSG = 'A' (for actuals).  This is pulled into QlikView as field "sum(TRANSAMT)"

FSCSDSG = '1' (for original budget).  This is pulled into QlikView as field "sum(BudgetAmt)"

FSCSDSG = '2' (for reforecast 1).  This is pulled into QlikView as field "sum(Forecast1)"

FSCSDSG = '3' (for reforecast 2).  This is pulled into QlikView as field "sum(Forecast2)"

FSCSDSG = '4' (for reforecast 3).  This is pulled into QlikView as field "sum(Forecast3)"

What I need assistance with, is the following.  I need a dropdown / filter box (or something similar) for a user to choose as to what he/she wants to compare the Actuals (TRANSAMT) with.  For example, I want the user be able to select either Original Budget or Reforecast 1 or 2 or 3 in the second column below.  This selection needs to hold true throughout the model and not just this particular visualization.

Header 1	Actuals	Original Budget or Reforecast 1 or Reforecast 2 or Reforecast 3
Jan	120	100
Feb	210	200
Mar	175	150

In summary, I want the user to select against what he / she would like to measure Actuals against, whether it is the original Budget, Reforecast 1 or 2 or 3.  The model is comprehensive, so I would think a variable should be the solution, but really need help on this.

Thanks in anticipation,

Jacques

[Anonymous]

Hi,

Please see attached sample.

With a few tweaks it should work for you...

Hope this helps!

[jacqueshol]

Hi Deran,

Thank you kindly for your response, but there is no attached example.

Take care,

Jacques

[Anonymous]

Hi Jacques,

I see it in the previous message...

Try logging off and checking if it shows up or login again to check.

Ill attach it here once more..

Thanks

[jacqueshol]

Hi Deran,

I feel like a real idiot.  I have done everything you suggested by logging off and logging in again.  Even restarted my PC, but I don't see your attachment, neither in your first or second message.  I really don't understand it. Rather frustrating.

It is just so annoying as I think it should be a rather easy thing to do, but I just can't seem to crack it.

Anyway, thank you kindly for your assistance.

Stay well,

Jacques

[Anonymous]

Hi Jacques,

No worries. This happens. There should be a way to be able to see the attached items. Log out. clear web cache/history etc. Go to google and search for your thread (using the exact same thread heading) and see if it shows up when you enter this way. Or try using a different web browser and doing the same.

Let us know how that goes.

Someone who has experienced this might be able to help.

Thanks

[jacqueshol]

Hi Deran,

No, unfortunately I just don't seem to get the attachment. Anyway, I was able to solve it.  I will post the solution in a independent post.

[jacqueshol]

I was able to get to a solution by creating a variable called vField.  With this I used an Input Box to pass the value to vField and perform my calculations on that. Works a charm in QlikView .  Then I decided to move my solution to Qlik Sense and my solution fell apart as Qlik Sense does not support Input Boxes.