can any one please share about YTD&MTD in set analysis??

[Anonymous]

Hi Guys,

                  Am finding difficulties while designing rolling months and years please share me if u have any knowledge on this

please dnt share complex querys on that

Thanks

Rajesh

[MK_QSL]

Calculating rolling n-period totals, averages or other aggregations

Set Analysis : Sales

YTD Sales

SUM({$<Date = {">=$(=YearStart(Today())) <= $(=Today())"}>}Sales)

MTD Sales

SUM({$<Date = {">=$(=MonthStart(Today())) <= $(=Today()) "}>}Sales)

[anbu1984]

QlikView App: Simple Year To Date Example (Set Analysis)

Qlikview Financial periods (MTD, YTD, LMTD, LYYTD)

[jagan]

Hi,

Try like this

YTD Sales:

SUM({<DateDimensionName = {'>=$(=YearStart(Today())) <= $(=Today())'}>} MeasureName)

MTD Sales:

SUM({$<DateDimensionName = {'>=$(=MonthStart(Today())) <= $(=Today())}>}MeasureName)

Replace your Date dimension and Measure name in above expressions, if expressions are not working then check the format Today() and DateDimensionName are in the same format, if not then convert to the same format.

Regards,

Jagan.

[its_anandrjs]

Write like

For YTD Calculation

=SUM({$<DateField = {'>=$(=YearStart(Today()))<=$(=(Today()))'}>} Sales)

For MTD Calculation

=SUM({$<DateField = {'>=$(=MonthStart(Today()))<=$(=(Today()))'}>}Sales)

[nizamsha]

sum({$<year={"$(=Max(Year))"},Month={"<=$(=Max(Month))"}>}Amount)

sum({$<year={"$(=Max(Year))"},Month={"$(=Max(Month))"}>}Amount)

[Anonymous]

hi Jagan,

                Thanks for sharing that but is that expression gives the last three rolling month sale???

[Anonymous]

if i want last three months like march,feb,jan i want sum of sales in these months what is the expression??

[jagan]

Hi Rajesh,

Try like this

YTD Sales:

=SUM({<Year=, Month=, DateDimensionName = {'>=$(=YearStart(Today())) <= $(=MonthEnd(Today(), -1))'}>} Sales)

This expression will give the sum of Sales for Jan-14, Feb-14 and Mar-14.

Regards,

Jagan.

[Anonymous]

Thank u