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How do I create a Year to Date Measure?

Hi guys,

I'm trying to make a couple of Year To Date measures (Month Target & Month Actual) but I'm not sure how to do this. The YTD should be starting from July in the year selected.

For years I use the field 'Financial Year', for months I use 'Period' (starts in July), and the measures are 'Month Target' and 'Month Actual'.

There is another field 'MonthYear' which I am able to use if it's easier eg. August in 2012/13 is 'Aug-12', while August in 2013/14 is 'Aug-13'

If anyone is able to help me solve this that would be amazing!

Thanks in advance.

Edit:

To further explain, I basically want to do what I can do on Excel, but in Qlik Sense.

qliksense example.png

So I'm able to select 2013/14, and then select November, and the amount showing is 670.

Does anyone know how I'm able to do this?

10 Replies
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Author

Hi Vignesh,

Turns out I need to use the rangesum function to achieve what I wanted. The following expression works for me.

rangesum(above(SUM([Month Actual]), 0, [Fiscal Month]))

I should have been more clear in what I wanted.

Thanks for the help anyway!