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paulyeo11
Valued Contributor II

How to manage sales by month ?

Hi All

When i using QV to present YTD sales or YTD month close sales.  For example Now is Feb 29.

I can use the SET expression to present the sales.

1 Jan till 29 Feb sales. YTD month closed. by select month=2.

sum({$<year = {$(=max(year))}, month = {"<=$(=max({<year={$(=max(year))}>} month))"}>} $(ColumnDim51)/$(Columndim89)/1000)

1 Jan till End Jan sales. YTD month closed. by select month=1. using the same above expression.

When i using QS i can only present YTD sales or YTD month close sales. Due to it does not advise to make use of button to set month = 2 , I need to make use of 2 expression ,in order to display YTD sales or YTD month close sales.

As one thing i notice , from the demo program for QV , every page have month for user to click . where in QS design , it does not have month field year field for user to click the month and year they like.

Hope some one can advise me what is the work around ?

Paul

1 Solution

Accepted Solutions
MVP & Luminary
MVP & Luminary

Re: How to manage sales by month ?

Hi,

In Qliksense you can provide filters for Month and Year like we do in Qlikview.  Hope this helps you.

Regards,

Jagan.

9 Replies
MVP & Luminary
MVP & Luminary

Re: How to manage sales by month ?

Hi,

Try like this

sum({$<year = , month =, DateFieldName={'>=$(=YearStart(Max(DateFieldName)))<=$(=Max(DateFieldName))'}>} $(ColumnDim51)/$(Columndim89)/1000)


Hope this helps you.


Regards,

jagan.

paulyeo11
Valued Contributor II

Re: How to manage sales by month ?

Hi Jagan

Thank you for your sharing.

If you look at my Table 1 expression from you , when i click on the Blue buttom , it will display sales from 1 jan till 29 Feb. meaning it display YTD sales. from 1 jan till today.

But for Table 2 expression commonly use by QV , i can change the display of sales amount by change the month =1 or 2

My question is if i using Table 1 exopression from you , during 1 March , it will compare sales of 3 month for CY ( which is only 2 month 1 day. vs Last year 3 month.

Another example if base on your expression ( Table 1 ) for sales target it will display Jan till march, but for sales it will display 2 month 1 day since tomorrow is 1 march. which is not fare compare.

So i need to change your expression ( table 1 ) to YTD month close ( jan till Feb ) .

Enclosed my QV Doc

Paul

MVP & Luminary
MVP & Luminary

Re: How to manage sales by month ?

Hi,

Try like this, Since Feb 2016 (Tomorrow it will be closed) is not closed yet, so the below expressions will calculate for Jan1 to Jan31.  Is that OK?

LY:

money(

Sum({<Year=, Quarter=, Month=, Date={'>=$(=YearStart(Today(), -1))<=$(=Addyears(monthend(Today(), -1),-1))'}>} $(ColumnDim51)/1000)

, $(vMoneyFormatK))

CY:

money(

Sum({<Year=, Quarter=, Month=, Date={'>=$(=YearStart(Today()))<=$(=MonthEnd(Today(), -1))'}>} $(ColumnDim51)/1000)

, $(vMoneyFormatK))

Regards,

jagan.

paulyeo11
Valued Contributor II

Re: How to manage sales by month ?

Hi Jagan

You are right , i need to make use of 2 expression , because some time i need the sales amount month close , some time i need the sales amount with out month close. This need 2 expression in order to achieve.

My question is in QS , usually most of the design , it does not have year and month field on the sheet for user select. meaning it only can use 1 expression so either YTD or YTD month close only.

So what is the work around in QS ?

Or i am wrong , in QS i should put the field year and month for user select ?

Paul

MVP & Luminary
MVP & Luminary

Re: How to manage sales by month ?

Hi,

In Qliksense you can provide filters for Month and Year like we do in Qlikview.  Hope this helps you.

Regards,

Jagan.

paulyeo11
Valued Contributor II

Re: How to manage sales by month ?

Hi Jagan

Thank you very much for your sharing. In conclusion QS and QV development should be same , and QS added with one more impt feature that is support mobile which QV does not .

Paul

MVP & Luminary
MVP & Luminary

Re: How to manage sales by month ?

FYI, QV also supports mobbile.

Regards,

Jagan.

paulyeo11
Valued Contributor II

Re: How to manage sales by month ?

Hi Jagan

Yes i do aware that QV support mobile , but i think it is not so powerful compare to QS , also for QV in order for support mobile need server version.

By the way Qlik are still weak in develop mobile app , i mean if i need to have all my chart and table on my iOS phone , only way is i have to use my ios phone log in QS cloud. may i know it is possible save all chart and table for off line view ? just like dropbox , i can view my dropbox file when with out 3G.

Paul

MVP & Luminary
MVP & Luminary

Re: How to manage sales by month ?

I think it is not possible.

Regards,

Jagan.

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