4 Replies Latest reply: Nov 6, 2017 1:16 PM by omar bensalem RSS

    Autocalendar.MonthsAgo

    Tolga Kaymak

      Hello,

      I am very new to Qlik, using QlikSense desktop. I have two year (2016, 2017) daily sales data like below

      Date / Sales

      01.10.16 / 100

      05.10.16 / 50

      04.03.17 / 20

      05.08.17 / 60

      ...

       

      Today () = 6/11/17

       

      I am just trying to find Total Sales for the Selected Month and Previous Month. Below is my script

       

      My Dimension is Date.autoCalendar.YearMonth

       

      Count({1<[Date.autoCalendar.MonthsAgo]={$(vMonthsAgo)}, [Date.autoCalendar.YearsAgo]={$(vYearsAgo)}>}[Sales])

       

      vMonthAgo=(Year(Today())-Year(Max([Stay Date])))*12 + Month(Today())- Month(Max([Stay Date]))+1

      vYearsAgo =Year(Today())- Year(AddMonths(Max([Stay Date]),-1))

       

      It works well when I select a months in 2017 but it gives 0 when I select a month in 2018?

       

      Can someone help me with this?

       

      Thank you

        • Re: Autocalendar.MonthsAgo
          youssef belloum

          omarbensalemb I'll let you answer him

            • Re: Autocalendar.MonthsAgo
              omar bensalem

              Sure.

              Since you're new to Qlik Tolga, I'll try to explain to you the time functions step by step:

               

              Let's suppose you have a date field (you don't have to create variables); only a date field will do the job.

               

              And let's suppose you've created a calendar in your script so you have Year,Month, Quarter and Week fields

               

              YTD: if we select 12/04/2016: YTD will return our measure from 01/01/2016 to 12/04/2016

              How we do that?

               

              Suppose our measure is : sum(Sales)

               

              1)First changes: sum({<date=,Year=,Month=,Quarter=>}Sales)

               

              We add these to force Qlik to not take into consideration our selection of date for example.

              Let me explain in better words, if you don't write the "date=" and select the date 12/04/2016; Qlik will filter all the data to that selected point and then return the sum(Sales) for the day 12/04/2016.

              To prohibit this, we must write the date=.

               

              2) Second change: sum({<date=,Year=,Month=,Quarter=, date={">=$(=YearStart(Max(date)))<=$(=Max(date))"}>}Sales)

               

              Let explain this : date={">=$(=YearStart(Max(date)))<=$(=Max(date))"}

               

              We want to work from date=01/01/2016 to the selected date=12/04/2016 right?

              So we're working with the field :

              a) date={    }

              b) Now we wanna this date to be <=selected date which is max(date) ;

              max(date) is a function so it needs an "=" sign:

              =max(date)

              when we have a '=' we add the $ (before each calculation) : $(=max(date) ) => this is 12/04/2016

              Now we add the <= so we'll have :  <=$(=max(date) )


              for the second part, we want our date to be >=01/01/2016 which is the start of the year:

              a) same approach, we use the YearStart function that returns the start of the selected year: >=$(=YearStart(Max(date)))


              Now our expression is : from : date={    }

              to : date={>=$(=YearStart(Max(date)))<=$(=Max(date))}



              Now, in a set expression, if we wanna work with the year 2016 for example which is numeric: we call it without quotes:

              Year={2016}

              If we wanna focus on a country, Tunisia for example which is a string: we call it with quotes

              Country={'Tunisia'}

               

              In our case, we focusing on a range of dates created by an expression, so we surround it by double quotes:

               

              date={">=$(=YearStart(Max(date)))<=$(=Max(date))"}


              Final expression for YTD:


              sum({<date=,Year=,Month=,Quarter=, date={">=$(=YearStart(Max(date)))<=$(=Max(date))"}>}Sales)


              Same approach for MTD:

              sum({<date=,Year=,Month=,Quarter=, date={">=$(=MonthStart(Max(date)))<=$(=Max(date))"}>}Sales)



              So, if we wanna focus on the YTD-1, we wanna alter this part:

              DATE={">=$(=YearStart(Max(DATE)))<=$(=Max(DATE))"}


              to do so, we want to situate our self in the previous year, to do that, their is a function called addYears.


              How we use it? addYears('04/12/2017',-1) = 04/12/2016;


              So our expression will become:

              DATE={">=$(=YearStart(addYears(max(DATE),-1)))<=$(=addYears(max(DATE),-1))"}


              With this, if the max(Date) in 2017 is 24/03/2017 (like in your case)

              The YTD-1 will return the NET_AMOUNT from 01/01/2016 to 24/03/2016 .


              Hope this helps,

              Omar,