YTD, FYTD Calculations

[iamirzasad]

Hi 

I am learning Qlik Sense and I want to make a date comparison of YTD, MTD, FYTD

can someone please guide me on how to write a set expression step by step and write a code for YTD, FYTD, and MTD till the date selected in the date picker, not today's day

[vinieme12 · Accepted solution]

As below

YTD = sum({<Date={">=$(=Date(YearStart(max(Date)),'YourDateFormat'))<=$(=Date(Max(Date),'YourDateFormat')"}>}Amount)

MTD = sum({<Date={">=$(=Date(MonthStart(max(Date)),'YourDateFormat'))<=$(=Date(Max(Date),'YourDateFormat')"}>}Amount)

FYTD = sum({<Date={">=$(=Date(YearStart(max({1}Date)),'YourDateFormat'))<=$(=Date(Max({1}Date),'YourDateFormat')"}>}Amount)

[iamirzasad]

Thank you so much for this solution it works fine against YTD, MTD

but I want to understand how the Fiscal year to date is working?  

[vinieme12 · Accepted solution]

so FYTD is fiscal ytd I assumed it was Full Year ToDate;

FYTD  = sum({<Date={">=$(=Date(YearStart(max(Date),0,4),'YourDateFormat'))<=$(=Date(Max(Date),'YourDateFormat')"}>}Amount)

The above assumes April as the first month of the fiscal year, you can modify it as needed

refer below on how to generate a fiscal calendar

https://community.qlik.com/t5/QlikView-Documents/Fiscal-and-Standard-Calendar-generation/ta-p/148082...

[iamirzasad]

Thank you So much its working fine now

[vinieme12]

happy to help