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patrickbender
New Contributor III

Set Analysis with variable

Hi all,

I have tried to solve what I thought would be a simple task for a while now and I must be missing something.

I have defined two variables:

beforeDate = 2018-10-30

lastDate = MAX({$<dateCol={"<=$(=beforeDate)"}>}dateCol)

In a chart i have no trouble using "=$(lastDate)" in order to get the most current date before "beforeDate".

But when I want to use it in a Set analysis i get into trouble.

This is my current expression:

Sum({$<dateCol={"=$(=lastDate)"}>}costCol)

What am I missing?

13 Replies
chrismarlow
Valued Contributor

Re: Set Analysis with variable

Is this the kind of behaviour you are expecting?

316624.png

If so then I think issues may have spread from date formats (so I had to change to my local format) & possibly some extra '='s signs (although possibly not).

Something I picked up from a book was that in a straight table if you don't override the label you get to see the dollar expanded formula (so you can see to the right of dateCol in straight table above), which may also help.

Regards,

Chris.

MVP
MVP

Re: Set Analysis with variable

In a set expression field modifier,

= {"=..."}

is used for an expression search, something you don't want or need if you want to filter a known date.

What do you see in a chart using

=lastDate

? The date, correctly formatted same way as dateCol?

Then try

=Sum({$<dateCol={'$(=lastDate)'}>} costCol)


Besides this, read

Dates in Set Analysis

The Magic of Dollar Expansions

The Little Equals Sign

patrickbender
New Contributor III

Re: Set Analysis with variable

Hi Stefan and Chris,

First of all a big thank you for trying to help me out it is much appreciated!

Even though I tried to amnipulate both the date formats and reading up on the very good articles you posted Stefan I can't seem to get it right.

I attatch a testfile and the source data if someone would like to take a look.

https://we.tl/t-VYL8DjAYbl

patrickbender
New Contributor III

Re: Set Analysis with variable

Hi Chris,

After reading Stefans articles I do think that an extra $ is needed but I want to use the variable in the expression and not use a static date as you do in the right column and thats where the wierd things start to happen. The filter doesn't seeem to work for me and I end up with the total value instead of the sum of a record that I want.

I have sent an updated set of files below if you would like to take a look at it

patrickbender
New Contributor III

Re: Set Analysis with variable

chrismarlow
Valued Contributor

Re: Set Analysis with variable

Hi Patrick,

I will try to open the files later. Not sure what you mean by static date, adding another date to my toy application & then updating in the text box (beforeDate);

316624_2.png

Am I missing something?

Cheers,

Chris.

patrickbender
New Contributor III

Re: Set Analysis with variable

Oh i might have been a bit unclear,

what i mean is that it seems that the set expression in the right column of the table is static and thats where I want to use the variable.

I have data that are not updated every month. so one project could have lastDate 2018-08-01 and a second project might have a lastDate of 2018-09-01. so by using the variable to find the first date before a selected date I am hoping to be able to get data from different periods in the same column.

Hopefully it is clearer when opening the files.

My best regards

MVP
MVP

Re: Set Analysis with variable

Patrick, the dollar sign expansion as well as the set analysis is evaluated only once per chart, not per dimension line, if that's what you expect.

So if you use for example project as dimension, the dollar sign expansion won't be re-evaluated per project.

chrismarlow
Valued Contributor

Re: Set Analysis with variable

Hi Patrick,

We are both on personal edition, so I can't open your file.

However I did have a think about what I think you are trying to do & I now remember why I hate dates in QlikView.

So in a straight table;

max({$<dateCol={"<$(beforeDate)"}>}dateCol)

Will return the max date before the 'beforeDate' for each account.

So in my very simple model I can then return the relevant sums using the below;

FirstSortedValue({$<dateCol={"<$(beforeDate)"}>} aggr(sum({$<dateCol={"<$(beforeDate)"}>}costCol), Account, dateCol),-dateCol)

So you can see for A the date & value for 30th Sep is returned, but B (where there is no data for Sep) returns 31st Aug instead.

316624_3.png

My script is really simple & not based on your spreadsheet;

data:

LOAD * INLINE [

    Account, dateCol, costCol

    A, 31/10/2018, 10

    A, 30/09/2018, 8

    A, 31/08/2018, 7

    B, 31/10/2018, 12

    B, 31/08/2018, 11

];

Hope this helps,

Chris.