Cumulative/aggregate view per month qliksense

[ashishp]

Hi There 

We have following requirement. 

For example, If Jan to Nov 2022 is selected in date filters. Then chart should show as below:

• Jan should show Jan data,
• Feb should show aggregate of Jan and Feb data,
• March should show aggregate of Jan, Feb and March data…. and so on till november 

Kindly suggest how can we achieve this. 

[vinieme12]

Refer to previous posts on the community

https://community.qlik.com/t5/Search-the-Community/bd-p/qlikSearchUnify?searchString=cumulative+sum&...

[ashishp]

Thanks @vinieme12  for updates, 

Not able to find solution for following 

For example, If Jan to Nov 2022 is selected in date filters. Then chart should show as below:

• Jan should show Jan data,
• Feb should show aggregate of Jan and Feb data,
• March should show aggregate of Jan, Feb and March data…. and so on till november 

[vinieme12]

instead of using flag fields use the CalendarDate field , to filter data range from Min and Max dates selected

the YTDflag fields will always consider the full year, irrespective of selections 

rangesum(above(
If([Last Updated Date]<>'NA',
//Claims having Last Entry Date, and logic will be Last entry date should be with in 365 days of open date
Count({<CalendarDate={">=$(=Date(YearStart(Max(CalendarDate))))<=$(=Date(Max(CalendarDate)))"},DateType={$(vDateTypeOpen)},updateddays={">=0"}>+<CalendarDate={">=$(=Date(YearStart(Max(CalendarDate))))<=$(=Date(Max(CalendarDate)))"}, DateType={$(vDateTypeUpdated)},updateddays={">=0"}>}distinct ClaimID)
,
//Claims not having Last Entry Date, and logic will be Open date-close date or Today-open date
Count({<CalendarDate={">=$(=Date(YearStart(Max(CalendarDate))))<=$(=Date(Max(CalendarDate)))"}, DateType={$(vDateTypeOpen)},updateddays={">=0"}>} distinct ClaimID)
)
,0,rowno() ) )