2 Replies Latest reply: Jan 7, 2018 3:05 PM by Anibal Martinez-Sistac RSS

    Percentages of increments in pivot tables with calculated dimensions

    Anibal Martinez-Sistac

      I want to calulate percentage increases in a pivot table. However, the dimension is a calculated one, based on dates entered through 6 boxes of variable extension. I attach a reproducible file for Qlik Sense as an example.

       

      I have 3 measures: Sum(Sales) as Sales, num(Count(Distinct [[Customer ID]),'#,##0',',' ) as UABs (acronym for Unique Active Buyers), and num((Sum(Profit)/Sum(Sales))*100,'0.00') &'%' as Benefits. I want to calculate the percentage of change of these metrics between 3 different periods: "Before Promotion" as "Before", "During Promotion" as "During", and "After Promotion" as "After".

       

      Right now my report looks the following way:

      new_look_2.png

      Nevertheless, I would like to have something like in the following screen caption:

      new_excel.png

      Which means that the fields in:

      • Before, have been calculated with the variation from Before to After (1st one and the 3rd one).
      • During, have been calcultaed with the variation from Before to During (1st and 2nd).
      • After, have been calculated with the variation from During to After (2nd and 3rd).

       

      Sales and UAPs % Increase fields are calculated with the percentage formula: {([Final Value] / [Initial Value]) - 1} * 100.

      Nevertheless, the Benefits increase field is calculated with a simple difference: [Final Vale] - [Initital Value], given that the values are in the same percentage units.

       

      I appreciate beforehand any help on this specific case. Anibal

       

      P.D. My results are 100% reproducible entering the following values in the 6 "Variable Extension" boxes:

      BeforeMin = 03.10.17

      BeforeMax = 04.10.17

      DuringMin = 05.10.17

      DuringMax = 06.10.17

      AfterMin = 07.10.17

      AfterMax =  08.10.17

        • Re: Percentages of increments in pivot tables with calculated dimensions
          Bill Markham

          The values in your field Date go from 01.05.17 to 08.05.17  [i.e. all in month 5, May]

           

          Whereas the values you enter for your variables go from 03.10.17 to 08.10.2017 [i.e. all in month 10, Oct]


          It also looks as if your data field Date is a string and not a numeric Qlik date.

           

          The Calculated Dimension contains things like :

              if( (Date>=Date(Date#('$(vBDA_1)','DD.MM.YY'),'DD.MM.YY'))

           

          So :

          • Date is a string
          • Date(Date#('$(vBDA_1)','DD.MM.YY'),'DD.MM.YY')) is a numeric Qlik date

           

          This is all most confusing.

           

          Maybe when you load the data from [lib://BI RESOURCES/SAMPLE DATA SET.xlsx] you should convert field Date into a numeric Qlik date.


          Whilst this does not answer your actual question in the slightest, I do think the Date field needs sorting before you can progress and then maybe post a revised sample qvf.

            • Re: Percentages of increments in pivot tables with calculated dimensions
              Anibal Martinez-Sistac

              Hi Bill. Thank you for your reply. I will go through your comments and suggestions:

               

              "The values in your field Date go from 01.05.17 to 08.05.17  [i.e. all in month 5, May]. Whereas the values you enter for your variables go from 03.10.17 to 08.10.2017 [i.e. all in month 10, Oct]"

               

              Yes. My idea is creating an interactive report. No matter what dates you enter through the 6 Variable Extension boxes, the pivot table will calculate the increases of the correspondent measures (Sales, UABs, Benefits), considering the registries that fall into these 3 categories: "Before","During", and "After". The dates that the user specify through the boxes don´t need to cover the entire Date window of the Data Set.

               

              "It also looks as if your data field Date is a string and not a numeric Qlik date. [...].  Maybe when you load the data from [lib://BI RESOURCES/SAMPLE DATA SET.xlsx] you should convert field Date into a numeric Qlik date."

               

              I have done the following. I have gone to the "Data Load Editor" and modified the entire loading script so that the format of Dates is 100% compatible with my column Date. Before it was in standard Qlik Sense Desktop, and I have changed it to German format (DD.MM.YYYY), as it can be seen here:

              new_format.png

              I have also updated my .qvf sample file. Now, my Date column I believe is in Date format as it can be seen through this functions (Day(), Year(), Month()):

              new_look.png

              Don´t know if this can be any helpful to make some progress/targets your suggestions? Thanks, Anibal