Understanding Set Analysis

[Troy_Raney]

This Techspert Talks session covers:

• How Set Analysis works
• Possible and Excluded selections
• Using Advanced Expressions

Chapters:

• 01:02 - What is Set Analysis?
• 03:03 - Identifier syntax
• 03:52 - $ and 1 examples
• 05:24 - Modifiers explained
• 07:55 - Adding multiple modifiers
• 08:47 - Modifiers with Dates
• 10:43 - Free Text Search(*) vs. Equal Sign (=)
• 12:05 - Understanding Set Operators
• 13:44 - Set Analysis and States
• 15:46 - Variables and $ Expansions
• 17:30 - The Use of Max
• 18:36 - Qualifiers: Total vs All
• 20:35 - Possible and Excluded
• 21:38 - Understanding AGGR Syntax
• 22:57 - Creating a trend line with AGGR
• 24:29 - Outside Set Analysis
• 25:17 - Q&A: Has Set Analysis changes in Qlik Cloud?
• 25:48 - Q&A: Help with creating Set Analysis syntax?
• 26:16 - Q&A: Can Co-pilot of LLM be used?
• 27:19 - Q&A: Any common errors?
• 27:46 - Q&A: Show another AGGR demo
• 28:52 - Q&A: How to use Search with dual types?
• 29:40 - Q&A: Tips for using Bookmark selections?
• 30:53 - Q&A: How to show only data from last 24 hours?
• 31:57 - Q&A: How to show only data from last Quarter?
• 33:22 - Q&A: How to set default date values?
• 34:43 - Q&A: Is there a date picker?
• 35:35 - Q&A: Where is there more Syntax info?

Resources:

• Help.Qlik.com Set Analysis documentation
• Learning.Qlik.com
• Qlik Community
• A Primer on Set Analysis
• New Set Analysis syntax

Q&A:

Q: What is the most efficient way to apply set analysis to a numeric field using a variable returning a string? They both represent dates.

A: Change the format of the numeric field to a string. If it is a date, use the Date() function. And then use wildcards and other string functions.

Q: What about the {<[PROD] = $::[PROD] >} statement in set expressions? Please explain.

A: The double colon (::) sets the expression to use the Default State. Here is documentation with more details: Synchronizing Selections between States

Q: sum({-<qty = {'*'}>} ContractAmount)

A: This is using an operator to exclude everything from the qty dimension.

Q: =Sum({$-<[Top BU]={'*'}>} Sales)

A: This is using an operator to exclude everything from the Top BU dimension. Using the '-' with the identifier excludes all values that are not null.

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