Fixed YTD

[#1]

Hi Experts,

i need to calculate YTD sales.

i m using the below expression

Sum({<Year=, MonthYear =,Date= {">=$(=date(YearStart(vMaxSalesDate)))<=$(=date(vMaxSalesDate))"}>}sales)

where vMaxSalesDate = Max(Date)

the expression is correct and working fine.

it is giving sales from year start till date.

the problem is when i select a month in the middle, ex: if i select Sep 2015. the sales value changes as year start till sep 2015 end.

but my requirement is to keep YTD fixed.

Whatever calendarmonth or calendar date may be selected, the YTD value should be fixed as Jan2015 till 9/12/2015.

how can i do this. pls help me on the expression.

[Chanty4u]

hi,

https://community.qlik.com/docs/DOC-9144

https://community.qlik.com/docs/DOC-8574

YTD,MTD,FTD,QTD

hope this helps you

Thanks

Suresh

[#3]

hi

can you please help me on my expression

[settu_periasamy · Accepted solution]

Hi,

May be change your variable expression like

Max ({1}Date)

Edit:

The above expression for till date..

You can directly apply this in your expression because you are using same variable in both criteria..like

Sum({<Year=, MonthYear =,Date= {">=$(=date(YearStart(vMaxSalesDate)))<=$(=date(max ({1}Date)))"}>}sales)

Where vMaxSalesDate Max (Date)

[effinty2112]

Hello,

Try

Sum({<Year = {$(=max(Year)}, MonthYear =, Date =>}sales)