Being new to Qlikview, Im hoping you have some advice how to best create a data model for an app comparing actual Transactions amounts to Budget anounts. In my case, Budgets are tracked by month and year, based on "spend" category. An example spreadsheet is attached, as well as a few rows below.
In the same chart (etc), I want to plot actual dollars spent against the budgeted amount, for both Month-Year and Category. I've tried various methods such as concatenation etc to remove Synthetic keys, but I cannot seem to be able to get a total budget number when selecting a specific Month Year.
In this example, selecting Nov-2012 results in a Budget of $300, when in fact total budget for the month is $550. Should I be using Set Analysis in some fashion?
All, Many thanks for the quick response! I now understand and have updated my script accordingly. I had to set my budget date key to the first of the month,as setting to month end caused issues with budget dates not being associated with my master calendar.