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Karim_Khan
Creator III
Creator III

how to get the sum of first month till selected month in qlikview with example

how to get the sum of first month till selected month in qlikview with example

Regards,

Karim Khan

KK
15 Replies
Karim_Khan
Creator III
Creator III
Author

My concern is that I want the sum of Data from Aug Month to Till Selected Month

KK
sunny_talwar

What is the format of FiscalMonthName field??? Something like Aug-2015?

Karim_Khan
Creator III
Creator III
Author

No Just Aug.

KK
sunny_talwar

I would recommend not using just the Month field as it may get very complicated to make sure you use the correct year of selection. I suggest creating a field like this in the script:

MonthName([Fiscal Date]) as [FiscalMonthYear]

and use that in the set analysis.

Although, I am not sure why you are reluctant on using the date set analysis as it will give you the data from 1/1/2015 to end of the month for your selection.

Karim_Khan
Creator III
Creator III
Author

Sir I have only Fiscal Period ID.Pls check my Script

Cisco:

LOAD Distinct

[End Customer Global Ultimate Name],

     Country,

     [End Customer HQ Top],

     [Sales Level 1],

     [Sales Level 2],

     [Sales Level 3],

     [Sales Level 4],

     [Sales Level 5],

     [Partner Name],

     [Fiscal Period ID],

    //Year(date#([Fiscal Period ID],'YYYYMM')) as FiscalYear,

    //num(month(date#([Fiscal Period ID],'YYYYMM'))) as FiscalMonthNum,

  // month(date#([Fiscal Period ID],'YYYYMM')) as FiscalMonth,

    Date(date#([Fiscal Period ID],'YYYYMM'),'DD-MM-YYYY') as Date,

    //floor(Date(date#([Fiscal Period ID],'YYYYMM'),'DD-MM-YYYY')) as DateNum,

    Week(Date(date#([Fiscal Period ID],'YYYYMM'),'DD-MM-YYYY')) as Week,

   

     FMV,

     [Net Bookings],

     Group

FROM

[\\arlmssan02\cm$\tp_managers\DBMIGrp\9. Team Members Folders\Karim\Assign_Project\Nikhil.G\CISCO\Copy of June raw.xlsx]

(ooxml, embedded labels, table is Sheet1);

//

//Left Join

//LOAD * Inline [

//FiscalMonthNum,CalenderMonth, CaldenderMonthNum

//1,Aug,8

//2,Sep,9

//3,OCt,10

//4,Nov,11

//5,Dec,12

//6,Jan,1

//7,Feb,2

//8,Mar,3

//9,Apr,4

//10,May,5

//11,Jun,6

//12,Jul,7 ];

////

//

//Final:

//LOAD *,

//monthname(Date#(CalenderYear&CalenderMonth,'YYYYMMM')) as CalenderMonthYear,

//date(Date#(CalenderYear&CalenderMonth,'YYYYMMM'),'DD-MM-YYYY') as CalenderDate;

//

//LOAD

//FiscalYear,

//FiscalMonthNum,

//CalenderMonth,

//[Fiscal Period ID],

//if(CaldenderMonthNum>=8,FiscalYear-1,FiscalYear) as CalenderYear

//Resident  Cisco;

//

//////

//DROP Table Final;

//QuartersMap: 

//MAPPING LOAD  

//rowno() as Month, 

//'Q' & Ceil (rowno()/3) as Quarter 

//AUTOGENERATE (12); 

// 

//Temp: 

//Load 

//               min(FisDate) as minDate, 

//               max(FisDate) as maxDate

//              

//              

//Resident Cisco; 

// 

//Let varMinDate = Num(Peek('minDate', 0, 'Temp')); 

//Let varMaxDate = Num(Peek('maxDate', 0, 'Temp'));  

//DROP Table Temp; 

// 

//TempCalendar: 

//LOAD 

//               $(varMinDate) + Iterno()-1 As Num, 

//               Date($(varMinDate) + IterNo() - 1) as TempDate 

//               AutoGenerate 1 While $(varMinDate) + IterNo() -1 <= $(varMaxDate); 

// 

//MasterCalendar: 

//Load 

//               TempDate AS Date, 

//               week(TempDate) As Week, 

//               Year(TempDate) As Year, 

//               Month(TempDate) As Month, 

//               Day(TempDate) As Day, 

//               YeartoDate(TempDate)*-1 as CYTD, 

//               YeartoDate(TempDate,-1)*-1 as LYTD, 

//               inyear(TempDate, Monthstart($(varMaxDate)),-1) as Rolling12, 

//               date(monthstart(TempDate), 'MMM-YYYY') as MonthYear, 

//               ApplyMap('QuartersMap', month(TempDate), Null()) as Quarter, 

//               Week(weekstart(TempDate)) & '-' & WeekYear(TempDate) as WeekYear, 

//               WeekDay(TempDate) as WeekDay 

//Resident TempCalendar 

//Order By TempDate ASC; 

//Drop Table TempCalendar; 

SET vFiscalYearStartMonth = 8;

LET vStartDate = Num(YearStart(Today(), -1));

LET vEndDate = Num(YearEnd(Today()));

FiscalCalendar:

LOAD

*,

Dual('Q' & Ceil(FiscalMonth/3), Ceil(FiscalMonth/3)) AS FiscalQuarter, // Fiscal Calendar Quarter

Dual(Text(Date(MonthEnd(Date), 'MMM')), FiscalMonth) AS FiscalMonthName; // Fiscal Calendar Month Name

LOAD

*,

Year(Date) AS Year, // Standard Calendar Year

Month(Date) AS Month,

Week(Date) as Week, // Standard Calendar Month

Date(MonthEnd(Date), 'MMM') AS MonthName,  // Standard Calendar Month Name

Dual('Q' & Ceil(Month(Date)/3), Ceil(Month(Date)/3)) AS Quarter,  // Standard Calendar Quarter

Mod(Month(Date) - $(vFiscalYearStartMonth), 12)+1 AS FiscalMonth,  // Fiscal Calendar Month

YearName(Date, 0, $(vFiscalYearStartMonth)) AS FiscalYear;  // Fiscal Calendar Year

LOAD

Date($(vStartDate) + RangeSum(Peek('RowNum'), 1) - 1) AS Date,

RangeSum(Peek('RowNum'), 1) AS RowNum

AutoGenerate vEndDate - vStartDate + 1;

KK
Not applicable

Hi,

Try fetching the Selected month/Year using "GetFieldSelections ()" and the Minimum Month/Year  in Two Variables.

Use these Two Variable to Get the Sum of the required Field.

Hope it Helps!

Cheers !