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Not applicable

Year/Month filter for different tabs

Hello -

I have two sets of data at different levels of details. Both tables are loaded from excel spreadsheet and have year and month in the spreadsheets. When I pulled one table in to Qlikview and created a filter for year and month followed by second tab with other set of data, my totals were combined on 1st tab. I was wondering if there is a way to use year/month filters for both tabs but still show correct totals. Would date island be the way to go? I am having difficulty using date islands.

Any suggestions would be helpful.

Thanks!

9 Replies
spividori
Specialist
Specialist

Hi.

You should create a month-year field in each table for the establishment of a link between the two tables and use this field to filter..

If not you could upload an example to understand?.

Regards.

Not applicable
Author

I tried doing that but on the main dashboard, my totals were combined from both tabs and they shouldn't be because the data is different. That is the reason why I was thinking of using date island.

Thanks

spividori
Specialist
Specialist

Sorry, I do not understand, you have some sample data to publish and to help.

Regards.

Not applicable
Author

I don't have a sample data as it is not working but i will try to explain.

Tab 1 shows the follwoing:

CompanyYearMonthSales
DEL2013Aug10,000
CLV2013Aug23,000
KPS2013Sep4,365
37,365

Tab 2

CompanyVendorYearMonthVariances
DELA++2013Aug2,300
CLV3M2013Aug4,500
KPSFila2013Sep1,200
8,000

on the top of the tab, I put filter for year and month and 1st tab should only pick up totals from Tab 1 but now it adds up Variances from tab 2 as well. So I need that year filter to drive both tabs but totals should remain 37,365 for tab 1 and 8000 for tab 2 not sum of both.

Hope this makes sense. I don't have example because I cannot make it work at the moment.

Thanks

Not applicable
Author

load the data in the following manner:

tab1:

load company as company1,year,month,sales from <sheet1>;

tab2:

load company as company2,vendor,year,month,variances from <sheet2>;

then under first tab, select company1 as dimension,

and company2 in second tab

Gysbert_Wassenaar
Partner - Champion III
Partner - Champion III

Not sure what you're trying to do. Perhaps this discussion can help you: Tutorial - Using Common Date Dimensions and Shared Calendars


talk is cheap, supply exceeds demand
Not applicable
Author

Yes I have done that but now I want to use year and month as a filter at the top of the tab that would filter both tabs.

Capture.PNG

When I added Period or Year and Month at the top and clicked on 2013, the totals from 1st tab and 2nd tab were summed together. But frist tab should only show sum for sheet 1 and when I click on SUpplier tab, sum for 2013 shoudl show only sum for sheet 2.

Thanks

Not applicable
Author

Can You tell me the dimensions and expressions you have used on both tabs?

Not applicable
Author

I used YR_NBR on both tabs and MTH_STR on both tabs. For expression I used Sum(Amt This Period) on 1st tab and Sum(Amount This Period) on 2nd tab. The amount column names are different between two tabs but the 1st tab still adds 2nd tabs totals.

Thanks