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Anonymous
Not applicable

To show sum a group of values of same criteria as an expression in qlikview

Hi,

I have been try to achieve the summary of a particular selection as shown in the excel sheet on qlikview.

I have tried aggr, set analysis and have not reached anywhere.

Appreciate if someone could help on this.

YearPortfolioSumProductValueSummary - Year - PortfolioRatio
2009A2009A10015006.67%
2009A2009A200150013.33%
2009A2009A300150020.00%
2009A2009A400150026.67%
2009A2009A500150033.33%
2009B2009B600400015.00%
2009B2009B700400017.50%
2009B2009B800400020.00%
2009B2009B900400022.50%
2009B2009B1000400025.00%
2010C2010C1100650016.92%
2010C2010C1200650018.46%
2010C2010C1300650020.00%
2010C2010C1400650021.54%
2010C2010C1500650023.08%
2010D2010D1600900017.78%
2010D2010D1700900018.89%
2010D2010D1800900020.00%
2010D2010D1900900021.11%
2010D2010D2000900022.22%


I have year and portfolio and the corresponding value as shown above.

In the column, Year-Portfolio summary, I need to show the total sum for the respective year and portfolio so that I can check the percentage of this value for the whole of the portfolio for that year.

Eg. for 2009 and product A, the sum of values = 100+200+300+400+500 = 1500 - which is shown in Summary - Portfolio - Year

This has to happen for all respective year and portfolio.

I know it should be something achievable but somehow I am not able to figure out how to do it.

I could do it on excel -- see attachment, but not on qlikview.

Please help.

Thanks,

Bino.

11 Replies
learnerqlik53
Contributor II
Contributor II

Hi All,

I have similar request like above. @Anonymous @Miguel_Angel_Baeyens @IAMDV @Anonymous @saranshbh 

For Total Meeting i gave formula: =sum(Total <Month, Name> Meeting1 ) But in Total Meeting all columns I am not getting summation of this grouping. Could you please check what is the issue.

Year Month Name Meeting1 Total Meeting 
    10
2020JanAmita33
2020FebAmita00
2020MarAmita00
2020AprAmita00
2020MayAmita00
2020JunAmita00
2020JulAmita00
2020JanHeena11
2020FebHeena00
2020MarHeena00
2020AprHeena00
2020MayHeena00
2020JunHeena00
2020JulHeena00

 

Thanks in advance!

learnerqlik53
Contributor II
Contributor II

Hi All,

I tried =sum(Total <Name> Meeting1 ) and it worked.  To summarize this i think we need to put columns on which we want to do grouping inside closed "<>" Thanks!

Year Month Name Meeting1 Total Meeting 
    10
2020JanAmita33
2020FebAmita03
2020MarAmita03
2020AprAmita03
2020MayAmita03
2020JunAmita03
2020JulAmita03
2020JanHeena11
2020FebHeena01
2020MarHeena01
2020AprHeena01
2020MayHeena01
2020JunHeena01
2020JulHeena01