1 Reply Latest reply: Mar 6, 2013 1:37 PM by Miguel �ngel Garc�a RSS

    The Magic of Set Analysis - Point in Time Reporting

    Paul Van Siclen

      Do you do Point in Time Reporting in your apps? 

       

       

      Point in Time Reporting in QlikView is solved very nicely on the following blog:

       

      http://iqlik.wordpress.com/2010/11/27/the-magic-of-set-analysis-point-in-time-reporting/

       

       

      This is the best step by step guide to using Set Analysis on Financial reports.  Calculating expressions but summarized over specific time periods are a key focus of any Financial Institution and are thoroughly explained:

       

      • Rolling x month average
      • Current Month v. Prior Month
      • Current Month v. Same Month Last Year
      • Quarter to Date
      • Year to Date v. Year to Date Prior Year

       

      One of the keys is to create a unique id field for each month and each quarter, this allows you to display whatever you want in your expression based on simple math (i.e. Prior Month = Monthid -1)

       

      The blogger (who is also associated with "QlikView 11 for Developers") has explained the process in a meaningful and easy to understand way.