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Anonymous
Not applicable

Add a calculated column to pivot table with set analysis

I'm struggling to solve a problem with a pivot table.

My user would like a pivot table that shows usage for each part by month - with the month name/year as the column headers.

My current pivot table consists of 2 dimensions, and 1 expression:

Dimensions:

Transaction Item #

MonthName(Transaction Date)

Expression:

Sum(Transaction Qty)

I think pivot the table so the MonthName are as headers.

At the end of the columns, they'd like me to add 5 fields:

  • Last 3 months usage average,
  • Last 6 months usage average
  • Current On-Hand
  • Current On Hand / Last 3 Months Usage
  • Current On Hand / Last 6 Months Usage

I cannot conceive how to do this with the pivot table.

2014-08-05_1627.png

1 Solution

Accepted Solutions
Not applicable
Author

Hi,

I don't think it's possible in the same pivot table, I use another table (Satraigth table) with 1 dimension: Transaction Item # and 5 expressions:

1st: Last 3 Months usage Average

Sum({<Period = {'>=$(=MonthName(AddMonths(Max([Transaction Date]),-2)))'}>} [Transaction Qty]) / 3

2nd: Last 6 Months usage Average

Sum({<Period = {'>=$(=MonthName(AddMonths(Max([Transaction Date]),-5)))'}>} [Transaction Qty]) / 6

3rd: Current HandOn

Sum({$<Month = {$(#=Max(Month))}>}[Transaction Qty])

4th: Current HandOn / Last 3 months usage average

Column(3) / Column(1)

5th: Current HandOn / Last 6 months usage average

Column(3) / Column(2)

Best regards

View solution in original post

5 Replies
Anonymous
Not applicable
Author

Any ideas?

Not applicable
Author

Hi Joe,

You could add another pivot table on the right side with your new calculations.

Or you could add a dummy (inline in script) dimension (let say "Calc_Group" containing 1 for months, 2 for "Last 3 months usage average") and move that dimension in column (over your months) and add in your set analysis {$<Calc_Group={1}>} for your formulas for months and {$<Calc_Group={2}>} for your formulas for "Last 3 months usage average" and so on...

You will have to use a pick match in you formulas for this to work too, like in that post :

Execute Set Analysis stored in a table

http://community.qlik.com/servlet/JiveServlet/download/144592-21279/testTableDrivenCalculations5.qvw

If your dimension Calc_Group = 2 then it will pick the formula for "Last 3 months usage average".

Patrick

Not applicable
Author

Hi,

I don't think it's possible in the same pivot table, I use another table (Satraigth table) with 1 dimension: Transaction Item # and 5 expressions:

1st: Last 3 Months usage Average

Sum({<Period = {'>=$(=MonthName(AddMonths(Max([Transaction Date]),-2)))'}>} [Transaction Qty]) / 3

2nd: Last 6 Months usage Average

Sum({<Period = {'>=$(=MonthName(AddMonths(Max([Transaction Date]),-5)))'}>} [Transaction Qty]) / 6

3rd: Current HandOn

Sum({$<Month = {$(#=Max(Month))}>}[Transaction Qty])

4th: Current HandOn / Last 3 months usage average

Column(3) / Column(1)

5th: Current HandOn / Last 6 months usage average

Column(3) / Column(2)

Best regards

Not applicable
Author

Hi Joe,

Yes it works, here is a modified sample to show you how!

Patrick

Anonymous
Not applicable
Author

Thank you very much - I will give this a try and get back to you soon!