Every month first value loading in qliksense

[Naresh1]

Hi everyone,

I have opening balance field, and also i have Date field(Jan - Dec), every month starting value of opening balance, i want to Show  as opening cash. Every month date not start from 1st,some months starts from 3rd, some are 5th and some are 1st like this......How can i do this

Regards,

Naresh.

[bhaskar_sm]

Hi,

You can use Monthstart ( Date filed)  or Monthname(Date filed) to get the first day of that month and create an additional column in your table as MonthStartDate and then you can write a set expression to show the opening balance.

ie. sum({< Date={"=$(MonthStart([Date field]))" }     >}, [opening balance])

or 

sum({< Month={"=$(MonthName([Date field])" }     >}, [opening balance])

Month Start example:

monthstart('19/10/2001')

Returns 01/10/2001.

once you have month starts date 

https://help.qlik.com/en-US/sense/April2020/Subsystems/Hub/Content/Sense_Hub/Scripting/DateAndTimeFu...

Please correct me if I have miss understood  

Thank,

Bhaskar