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spetkov-movexm
Partner - Contributor II
Partner - Contributor II

YTD and FY as KPI in a table that contains the month as dimension

Hi All,

we have a case, where we try to show the following in a Qlik Sense Table and we hit a wall. Client wants to see for each period the KPI Score (easy part), then the same for all months before the given one and then one for the entire year. Is that one possible at all without having to go to a rolling period AS OF calendar? 

Set analysis cannot be used, as it is calculated once for the entire object, I could not make rangeavg() work due to the period being a dimension. Above() would not work, as client wants to select a random set of months only (e.g. they want to select April and June only and on 2 rows to see April, April YTD and April Full Year and on the next one June, June YTD and the same Full Year number.

Any other suggestions/thoughts? Thank you! 

Client Period (YYYYMM)

Score (Period)

easy part

Score YTD

Problem... how to get?

Score FY
Client1 202301 Jan 2023  Jan-Dec 2023
  202302   Jan, Feb 2023 Jan-Dec 2023
  202303   Jan, Feb, Mar 2023 Jan-Dec 2023
  202304   Jan, Feb, Mar, Apr 2023 Jan-Dec 2023
  202305    
  202306      
Client2 202302      
  202306      
  202308      

Thank you! 

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