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Creating a quick YTD and Monthly total to a field of data

Hi, i'm new to scripts and Qlikview and have probably a really simple question to ask....here goes.

How can I achieve a monthly total and yearly total quickly and easily to a field containing data i.e.

Account Name         Date           Daily Mileage

Joe Bloggs          01.05.2011     7

Joe Bloggs          02.05.2011     2

Joe Bloggs          03.05.2011     13

Joe Bloggs          06.05.2011     5

Joe Bloggs          07.06.2011     2

Joe Bloggs          08.07.2011     5

Joe Bloggs          09.07.2011     6   etc...etc..

If I wanted to summarise the daily mileage into a monthly then year to date total figure how do I achieve this please?

1 Reply
fosuzuki
Partner - Specialist III
Partner - Specialist III

Hi,

I'd recommend you to create a Time Dimension in your script. It'd be something (conceptual) like:

Mileage:

load AccountName, Date, DailyMileage

from xxxx;

Calendar:

load Date,

       Month(Date) as Month,

       Year(Date) as Year;

load distinct Date

resident Mileage;

Then, in the layout, you'd create a chart using the Year and Month fields and an expression like sum(DailyMileage).

hope this points you in the right direction

Fernando