Simple YTD

[kicchu465]

Hi all,

Can anyone help me out to show the YTD   sales with sample data  with 10-15 records?

how to achieve this?  can anyone give sample script and expressions to get.

Am new to Qlik

thanks

[PrashantSangle]

check below thread.

Set Analysis for certain Point in Time

Regards,

[kicchu465]

thanks prashanth,

I checked all the threads but  am not usnderstand the things  ,

that's why I asked with sample 10 records data to achieve this. 

[Anil_Babu_Samineni]

This?

YTQ, QTD, MTD and WTD

Previous YTQ, QTD, MTD and WTD

Example - also there in first link and you can read requirement of text..

[kicchu465]

Hi,

here is the sample   I need YTD for this year and last year aswell,

how to achieve with this data

[prma7799]

Try like this

YTD

sum({<Date = {">$=(=YearStart(Max(Date),0,4))<=$(=Max(Date))"}>}Sales)

LYTD

=Sum({<Year=, Month=,   Date={">=$(=Num(YearStart(Max(Date),-1)))<=$(=AddYears(Max(Date), -1))"}>} Sales)

[HirisH_V7 · Accepted solution]

Hi Check this,

By using the sample data, i have created a YTD Flag in script ,

Data:
 LOAD *,
 year(Date) as Year,
 Num(Month(Date)) as MonthNum,
 Month(Date) as Month
 INLINE [
 
 Date, Value
 1/01/2016, 
 1/02/2016, 6
 1/03/2016, 12
 1/04/2016, 18
 1/05/2016, 24
 1/06/2016, 30
 1/07/2016, 36
 1/08/2016, 42
 1/09/2016, 48
 1/10/2016, 54
 1/11/2016, 60
 1/12/2016, 66
 1/01/2017, 72
 1/02/2017, 78
 1/03/2017, 84
 1/04/2017, 90
 1/05/2017, 96
 ]; 

//Generating YTD in script
 AsOf:
 LOAD DISTINCT Date as AsOfDate
 RESIDENT Data
 ;
 LEFT JOIN (AsOf)
 LOAD AsOfDate as Date //Renaming the field
 RESIDENT AsOf
 ;
 INNER JOIN (AsOf)
 LOAD *,1 as YTD
 RESIDENT AsOf
 WHERE year(AsOfDate) = year(Date)
 AND AsOfDate >= Date
 ;

You can use that flag in set-analyis with Max(Year) & you can display the data.

Sum({<YTD={1},Year={'$(=Max(Year))'}>}Value) 

or else, by direct passing the dates into set analysis,

Sum({<Date={">=$(=YearStart(Max(Date)))<=$(=Date(Max(Date)))"}>}Value) 

Hope this helps,

PFA

Hirish

[sumanta12]

Hi,

First Load the data:

TABLE:

LOAD

Product,

    Year,

    Month,

    Date,

    Sales

FROM

(ooxml, embedded labels, table is Sheet1);

Then Declare variable in Variable overview:

vMaxDate=Max(Date)

vMaxYear=Year(Max(Date))

vLastYear=Year(Max(Date))-1

vLYEndDate=Date(YearStart(max(Date))-1)

Then write in expression for This year:

SUM({<Year={$(vMaxYear)},Date={'<=$(vMaxDate)'}>}Sales)

Then write in expression for Last year:

SUM({<Year={$(vLastYear)},Date={'<=$(vLYEndDate)'}>}Sales)