2 Replies Latest reply: Nov 29, 2011 2:17 AM by James Clark RSS

    Count and Sum first time

      Hi Experts


      I need some help


      I have a data set that has transactional data for sales orders and invoices. and would like to create a total, for the number of open sales order and a sum for the open sales orders. i could do this via SQL but would prefer to create the calculation in Qlikview.  help




      Record SourceDocument Number
      SALES ORDER1A10Open
      SALES ORDER2B10Closed
      SALES ORDER3C10Open
        • Re: Count and Sum first time
          Stefan Wühl

          Hi James,


          please have a look at attached sample.


          There are various methods to achieve what you want, it depends what you want to do with the total, where you want to display and if your total needs to be sensitive to user selections.


          In the script, you could sum and count like




          sum(LineTotal) as SumTotal, count([Document Number]) as CountTotal

          Resident INPUT where Status='Open' and [Record Source] = 'SALES ORDER';


          This total will not be sensitive to user selections in the front end.


          In a chart object, you could use calculated dimensions like:

          =if([Record Source]= 'SALES ORDER',[Record Source])


          =if(Status='Open', Status)


          and then use a plain sum(LineTotal) and count([Document Number]) as your two expressions (see attached, third table in the middle).


          Or you could use [Record Source] and [Status] as dimensions, and use a limitation in your expressions, either using an if() statement (second table) or set analysis (first table). These expressions could also stand alone, without the dimensions, as shown in the text objects.


          Hope this helps,