3 Replies Latest reply: Jul 9, 2018 11:59 AM by Shahbaz Khan Mohammed RSS

    Fiscal Year calculations

    Juan Julian Herranz Sarrion

      Hello all,

       

      I am trying to obtain the Year to Date set analysis code to be able to calculate the revenue continuously during a Fiscal Year. I have the current data calculated on my excel and it is written in this format:

       

      (=IF(R$4=S$4,R69+S35,S35))

      (=IF(Fiscal Years equal, Add the previous month's revenue to the current month's revenue, if not add only the current month revenue)

       

      In this way I make sure that at beginning of the financial year (April) no data is carried on from previous months.

       

      So far in Qliksense I have developed the following set analysis:

      Sum({<Date=,[Fiscal YearMonth]={"<=$(=$(=vMaxFiscalYearMonth))>=$(=$(=vMinFiscalYear))"}>}[Act+Fcst Data])/1000000

       

      However, this formula doesn't identify a change in Fiscal Years.

       

      I hope someone knows how to code this properly