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stanciuc
Contributor II
Contributor II

Display specific value at group level based on drop down input?

Hello,

In the app there is a drop down input with values 'Jan-2023','Feb-2023','Mar-2023' etc.

I need to create a new column in the table that shows the amount specific to the month based  input but at the Account and Seq group level .

Data available

Account Seq Date Month Location Name Amount Total
A 1 01/02/2023 1 DD FA 100
A 1 01/05/2023 1 DD FA 100
A 1 02/01/2023 2 DD FA 200
A 1 05/06/2023 5 DD FA 300
B 2 01/03/2023 1 SE DA 400
B 2 01/15/2023 1 SE DA 400
B 2 04/19/2023 2 SE DA 255
C 5 07/01/2023 5 SE CA 150
C 5 09/12/2023 9 SE CA 350

                                                                                                                                                                                                                                

If the user selects 'Feb-2023'. It should show the amount specific to the date but at the group level. If it doesn't exist it should show 0.

Output:

Account Seq Date Month Location Name Amount Total Month Amount
A 1 01/02/2023 1 DD FA 100 200
A 1 01/05/2023 1 DD FA 100 200
A 1 02/01/2023 2 DD FA 200 200
A 1 05/06/2023 5 DD FA 300 200
B 2 01/03/2023 1 SE DA 400 255
B 2 01/15/2023 1 SE DA 400 255
B 2 02/19/2023 2 SE DA 255 255
C 5 05/01/2023 5 SE CA 150 0
C 5 09/12/2023 9 SE CA 350 0

                                                                                                                                                                                                                                                          

If the user selects 'May-2023':

output

Account Seq Date Month Location Name Amount Total Month Amount
A 1 01/02/2023 1 DD FA 100 300
A 1 01/05/2023 1 DD FA 100 300
A 1 02/01/2023 2 DD FA 200 300
A 1 05/06/2023 5 DD FA 300 300
B 2 01/03/2023 1 SE DA 400 0
B 2 01/15/2023 1 SE DA 400 0
B 2 02/19/2023 2 SE DA 255 0
C 5 05/01/2023 5 SE CA 150 150
C 5 09/12/2023 9 SE CA 350 150

                                                                                                                                                                                               

Could something like this be achieved in Qliksense with Set Analysis? I tried different aggregations but nothing works. 

Thanks in advance.

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