1. if it's a regular calendar and not by workdays. just check if date is between the range for that year
2. if it's a regular calendar and by workdays. check the sum of total work days in year from year start until StartDate and up until EndDate, and check if the total of working days from year start to SalesDate is in between.
3.The same as 1 but with Company calendar
4. the same as 2 but with company calendar
2. sum the sales in all charts with the formula SUM(IsINRange(SalesDate)= True, SalesPrice)
3. create trigger for all the var listed above for data refresh
1. is that a good solution in your opinion, would you do it differently ?
2. should I worry about performance and consider losing flexibility by calculating YTD flags in load instead?, sales data contains 1 Million rows.
3. How do I write a formula like this, can you please refer me in the right direction?
4. How do I force a re-calculation for every change
Thanks for reading, I would love to hear your comments.
Or by using calendar objects or variables and maybe using triggers to use the variables for date range selections.
There are lot of examples here in the forum on how to do that.
In the list box for Workday, either select 1, or clear the selection to have both values active in the record set.
Create charts with calendar fields as dimension and expressions to aggregate your sales facts as needed.
You should already be set up to do all analysis you required.
You can automate some reports by using set analysis, i.e. defining 'static' filters in your charts.
If you have not started with QlikView or QlikSense, I would suggest that you go though some basic tutorial (available for free on the Qlik site), You should be ready to go within some hours / few days.