How to make a simple Year To Date ?

[#1]

Hi,

I' three fields : "Year", "Month" and "Value"

I display a table :

Year, Month as dimensions, Sum(Value) as expression.

1) What is the easiest way to add another expression which make a Year to date (i.e sum of Value since the beginnig of the year).

2) Same question using Set Analysis. To be precise, if the user click on a month, the new expressions must continue to display the YTD (even if some months are excluded).

I've put an example in attachment.

P.S : I work with the V9 version SR2

[#2 · Accepted solution]

Hi Bertrand,

I've attached a possible solution, but there is a problem, I can't get the expected result using set analysis with both dimensions, only works using Year dimension.

Check out my file, maybe it could give you some idea.

Best regards.

[#3]

OK thanks,

I think I can make it now. The <= Max(Month) was the syntax I was looking for

Best regards

[#4]

Bertrand,

For another great solution, check out this app created by one of our best consultants (not me, even though it says I uploaded the file!)

This shows you how to handle YTD, MTD, etc. in multiple ways: Flags in the script, Set Analysis and dynamic Set Analysis.

http://community.qlik.com/media/p/82595.aspx

[#5]

Thanks for the file.

It could be usefull 🙂

[#6]

Hi Jason,

I can not open below link for YTD, MTD, etc. in multiple ways.

Please help me it's urgent basic.

Link- http://community.qlik.com/media/p/82595.aspx

Regards

Ashish Srivastava