7 Replies Latest reply: Sep 25, 2018 10:13 AM by avneet taneja RSS

    qliksense set analysis

    avneet taneja



      I am struck with set analysis. I know there are many post but not able to figure out


      I want to calculate YTD

      Sales Last fiscal year/ sales last YTD


      I have a date column and have generated Fiscal calender also.


      Please help

        • Re: qliksense set analysis
          omar bensalem

          Don't panic, set expressions seems difficult at first sight, but then you'll love working with them.


          Let's suppose you have a date field (you don't have to create variables); only a date field will do the job.


          And let's suppose you've created a calendar in your script so you have Year,Month, Quarter and Week fields


          YTD: if we select 12/04/2016: YTD will return our measure from 01/01/2016 to 12/04/2016

          How we do that?


          Suppose our measure is : sum(Sales)


          1)First changes: sum({<date=,Year=,Month=,Quarter=>}Sales)


          We add these to force Qlik to not take into consideration our selection of date for example.

          Let me explain in better words, if you don't write the "date=" and select the date 12/04/2016; Qlik will filter all the data to that selected point and then return the sum(Sales) for the day 12/04/2016.

          To prohibit this, we must write the date=.


          2) Second change: sum({<date=,Year=,Month=,Quarter=, date={">=$(=YearStart(Max(date)))<=$(=Max(date))"}>}Sales)


          Let explain this : date={">=$(=YearStart(Max(date)))<=$(=Max(date))"}


          We want to work from date=01/01/2016 to the selected date=12/04/2016 right?

          So we're working with the field :

          a) date={    }

          b) Now we wanna this date to be <=selected date which is max(date) ;

          max(date) is a function so it needs an "=" sign:


          when we have a '=' we add the $ (before each calculation) : $(=max(date) ) => this is 12/04/2016

          Now we add the <= so we'll have :  <=$(=max(date) )

          for the second part, we want our date to be >=01/01/2016 which is the start of the year:

          a) same approach, we use the YearStart function that returns the start of the selected year: >=$(=YearStart(Max(date)))

          Now our expression is : from : date={    }

          to : date={>=$(=YearStart(Max(date)))<=$(=Max(date))}

          Now, in a set expression, if we wanna work with the year 2016 for example which is numeric: we call it without quotes:


          If we wanna focus on a country, Tunisia for example which is a string: we call it with quotes



          In our case, we focusing on a range of dates created by an expression, so we surround it by double quotes:



          Final expression for YTD:

          sum({<date=,Year=,Month=,Quarter=, date={">=$(=YearStart(Max(date)))<=$(=Max(date))"}>}Sales)

          Same approach for MTD:

          sum({<date=,Year=,Month=,Quarter=, date={">=$(=MonthStart(Max(date)))<=$(=Max(date))"}>}Sales)

          Hope this helps,


          • Re: qliksense set analysis
            Andrea Gigliotti

            could you attach a sample app with mock data showing what are you trying to achieve ?

            • Re: qliksense set analysis
              Jordy Wegman

              Hi Avneet,


              Make two indicators called _indLastFiscalYTD and _indLastYTD. Give them an 1 when it is YTD. Then add this formula.


              Sum({$< _indLastFiscalYTD = {1} >} [Sales Last fiscal year]) / Sum({$< _indLastYTD = {1} >} [sales last YTD])