Load YTD & Sum of all prior YTD Values - to display P&L & Balance Sheet for all company codes

[sush]

Hi All,

Please see below scenario where I am looking for help

1. Have loaded data with the columns FiscalYear, Period,  Company Code, AccountNo,  AccountType (Balance Sheet/P& L Account), Amount

2. Need to display for each company code the current FY YTD values for P&L and for Balance Accounts - display values for all prior years.

Based on the account type I am able to achieve the above by using expression to do the sum.

3. I have a filter setup for Fiscal Year, Period

Issue:

Everything works fine when there are no filters applied.

Note: For some years the company code does not have any values for some accounts.

When I apply the filter the company codes which do not have any transaction for the selected FY are not being displayed.

Below is how I am displaying the data and how it appears when no filter is applied.

	Company Codes
Accounts	A	B	C	D
11030	1000	2000	3000	4000

When I apply the filter - Say Fiscal Year it is appearing as below if the company code does not have any transactions for that particular year

	Company Codes
Accounts	A
1234	1000

I want to display the data for all the company codes for Balance Sheet accounts as it is the sum of the amount for all the years.

Could you please let me know how can I achieve this?

[Brett_Bleess]

Best I can offer is the following Design Blog post that may give you some options:

https://community.qlik.com/t5/Qlik-Design-Blog/How-IntervalMatch-Solved-My-Profit-and-Loss-Dilemma/b...

Regards,
Brett