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sekharapp
Contributor III
Contributor III

diffence between ytd and rolling n months

what is the diffence between ytd expression and rolling n months expression?

can you give some examples?

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1 Solution

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vinieme12
Champion III
Champion III

As below

YTD  =  from 1st Jan to the latest date the data is available

Rolling = Cumulative totals for a given period

 

for example, the below is Rolling YTD,  every month you sum up values from previous month

 

yearmonth Amount RollingAmount rolling
202201 2248 2248

Jan

202202 2981 5229 jan+feb
202203 446 5675 Jan+feb+mar
202204 420 6095 jan to apr
202205 486 6581 from Jan to May
Vineeth Pujari
If a post helps to resolve your issue, please accept it as a Solution.

View solution in original post

3 Replies
vinieme12
Champion III
Champion III

As below

YTD  =  from 1st Jan to the latest date the data is available

Rolling = Cumulative totals for a given period

 

for example, the below is Rolling YTD,  every month you sum up values from previous month

 

yearmonth Amount RollingAmount rolling
202201 2248 2248

Jan

202202 2981 5229 jan+feb
202203 446 5675 Jan+feb+mar
202204 420 6095 jan to apr
202205 486 6581 from Jan to May
Vineeth Pujari
If a post helps to resolve your issue, please accept it as a Solution.
sekharapp
Contributor III
Contributor III
Author

can you post some expressions for rolling ytd

 

vinieme12
Champion III
Champion III

=rangesumabovesum(Sales),0,rowno(total)) )

 

Refer these articles

 

https://community.qlik.com/t5/Qlik-Design-Blog/Accumulative-Sums/ba-p/1468010

 

https://community.qlik.com/t5/QlikView-Documents/Calculating-rolling-n-period-totals-averages-or-oth...

 

 

Vineeth Pujari
If a post helps to resolve your issue, please accept it as a Solution.