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TonyMiller
Contributor
Contributor

Summarize by date with drill-down to months

I have some complex reporting I'm trying to build, and at a total loss at several parts of it. I'm totally new to Qlik Sense and, frankly, am finding it horribly slow and frustrating, spending hours on what should be simple. Trying to break things down into smaller chunks, one of the difficulties I'm having is trying to get data summarized by month and year of a field (ultimately something to be calculated based on a few factors, but let's leave that out for now). 

What I need is something like this (minus some decent formatting due to HTML limitations): 

PlatformTracking201920202021           20222023
    JanFebMarAprMayJunJulAugSepOctNovDec  
Location 1Planned1633 16612 449 21   83 
 Actual Complete16 33 1647         
 Recovery Month     2021-May2021-Jun         
Location 2Planned Date402986340 983171298873101 748  10101160 
 Actual Complete40340  38317576527        
 Recovery Month    2021-May 2021-Jun         

 

Note the tracking date across the top summarizing by year but in the current year breaking it down by month.  So far, I can't even figure out how to make Qlik show data by the month if the month is not represented in the data. Given the other built-in drill-down capabilities of Qlik, I had thought this would be something built into the tool as a commonly needed tool... summarize by year, then click on a year to expand to see the months. Am I just missing something obvious and built-in?

Taking a little further, is there some training/tutorial on how to build something that works like the above? Perhaps I'm going about it from the wrong angle at the start. 

Thanks!

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