Do not input private or sensitive data. View Qlik Privacy & Cookie Policy.
Skip to main content

Announcements
Qlik Open Lakehouse is Now Generally Available! Discover the key highlights and partner resources here.
cancel
Showing results for 
Search instead for 
Did you mean: 
rchiew604
Contributor
Contributor

Annual Amount for Current Year

Created a pivot with current year Actual vs Budget amount. There's a 'Month' filter which users can select months so they can review the cumulative actual vs budget amount. That is all working fine.

Now, need to include a 'Annual Budget' field which will always to default to current year total budget amount regardless of the month filter.

Below is the 'Budget CY' expression:

num(sum({<[Ledger Type]={$(vBudgetLedgerCurrent)},Source={'F0902'},[JDE.Year]={$(=$(vV_CurrentYear))}>}Amount/100),'#,##0')

It works fine for the cumulative CY budget field but having trouble with the new 'Annual Budget' field. Is it that I have to add {1} to the above expression?

1 Solution

Accepted Solutions
sunny_talwar

You can add 1 or you can just ignore selection in Month field

Num(Sum({<[Ledger Type] = {$(vBudgetLedgerCurrent)}, Source = {'F0902'}, [JDE.Year] = {$(=$(vV_CurrentYear))}, Month>} Amount/100),'#,##0')

View solution in original post

3 Replies
sunny_talwar

You can add 1 or you can just ignore selection in Month field

Num(Sum({<[Ledger Type] = {$(vBudgetLedgerCurrent)}, Source = {'F0902'}, [JDE.Year] = {$(=$(vV_CurrentYear))}, Month>} Amount/100),'#,##0')

sunny_talwar

Or this

Num(Sum({1<[Ledger Type] = {$(vBudgetLedgerCurrent)}, Source = {'F0902'}, [JDE.Year] = {$(=$(vV_CurrentYear))}>} Amount/100),'#,##0')

But then this will ignore all selections made in your dashboard...

rchiew604
Contributor
Contributor
Author

Perfect. The one to ignore month works. Thanks.