Do not input private or sensitive data. View Qlik Privacy & Cookie Policy.
Skip to main content

Announcements
Qlik Open Lakehouse is Now Generally Available! Discover the key highlights and partner resources here.
cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

Sum on last date within group and second condition

The simple phrase is "Total of Sales from records when the last action on a account resulted in a status of "complete"

I'm working in textboxes and I'd like to get a total based on two conditions,

     1) The record has the max(time) within a group (just that record, not the sum of the entire group)

     2) A field in that record equals some text

Record#AccountUpdate DateTimeStatusSales
11234561/1/14 1 pmAssigned1
21234561/2/14 2 pmComplete2
39876541/2/14 1 pmComplete4
49876541/2/14 2 pmComplete8
59876541/3/14 1 pmComplete16
64569871/2/14 1 pmComplete32
74569871/3/14 2 pmAssigned64

Here are two examples and my expected output

     1) No filters, Total for "Complete" is 18, "Assigned" is 64

           - Records 2, 5, and 7 are considered because they are the last time within their respective account. One text box will sum up Complete (2+16), the other Assigned (64)

     2) The only date selected is 1/2/14, Total for "Complete" is 42, "Assigned" is 0

          - The filter for date (1/2/14) removes all but 2, 3, 4, and 6; The filter for last account times within those leaves 2, 4 and 6. (Since I want only one record per account, I take the record with the max time [that falls within the date filter] in account 987654) One text box will sum up Complete (2+8+32), the other Assigned (0)

I've been trying all sort of things with FirstSelectedValue(), Aggr(), set expressions and some if() statements.

=Sum(

  Aggr(

    FirstSortedValue({$<

        [Status]={'Complete'}

      >}

      [Sales],

      -[Update DateTime]

    )

    ,[Account]

  )

)

The problem with this is filtering on status gives strange results.

2 Replies
MK_QSL
MVP
MVP

Can you please elaborate little more with another example or explain bit more on the example you have given how you want 20, 64 44 and 0 results...

Not applicable
Author

Added some explanation in blue text, also changed the table a little to have a record# and broader base.