How to display comparisons with set expression? - qlikview

My dataset has WeekEndingDate and Sales. I am displaying a straight table with all the selected data but I need to have another table showing the following:
Sales (other columns...)
First week : 1,000
Last week : 1,350
Difference : 350
Difference %: 35%
My questions:
a) Can I have the above in one chart/table, or I need 4 different charts showing columns filtered by set expressions?
b) My strategy is having 2 variables (vMinWeek and vMaxWeek), and using them in set expressions. Is that the best route?
c) My set expressions (below) are not working - they sum the whole data set. Would you please help me understanding why?
=max ({$<WeekEndingDate={'$(vMinWeek)'}>} Sales)
Thank you for your help!
Mara

I think the reason your set isn't working is that your WeekEnd date is formatted as a date and your variable is formatted as a number.
The trick with Set Analysis is always to think what you would have to type in a list box to get to your answer. So even though QlikView stores WeekEnd 2014/08/18 as 41869 you can't type 41869 in the WeekEnd list box and get back that date. So I would make your variables of the form =date(min(WeekEnd)).
The second part of your question; getting the table you want. I would do like this. I make a loose table with the dimension values, dual is so that it sorts correctly in the chart we are going to build.
load dual(D,N) as DIM inline [
D,N
First Week,1
Last Week,2
Difference,3
Dif %,4
];
I like defining my variables in the script as well, so I would do this.
set vFirstWeek='=date(min(WeekEnd))';
set vLastWeek='=date(max(WeekEnd))';`
Then when building the straight table we use the dimension as DIM but because DIM isn't connected to anything we have to do some work to get it to display values that fit those dimension values. The num(,'# ##0') is just to format the % differently from the sums. For this to work the number format in the Number tab of the chart must be set to Expression Default.
if(DIM='First Week',num(sum({<WeekEnd={'$(vFirstWeek)'}>} Sales),'# ##0'),
if(DIM='Last Week',num(sum({<WeekEnd={'$(vLastWeek)'}>} Sales),'# ##0'),
if(DIM='Difference',num(sum({<WeekEnd={'$(vFirstWeek)'}>} Sales)-sum({<WeekEnd={'$(vLastWeek)'}>} Sales),'# ##0'),
if(DIM='Dif %',num((sum({<WeekEnd={'$(vFirstWeek)'}>} Sales)-sum({<WeekEnd={'$(vLastWeek)'}>} Sales))/sum({<WeekEnd={'$(vLastWeek)'}>} Sales),'0.00%')))))

Related

SSRS - Number format expression not working

I have a table in my database called systemconfig which has some configs that I'll use on my reports. The idea is, instead of adjusting the 'number formats' directly in the textboxes properties of the report, I just change a value in this table, and then through a custom expression in the format property, it gets the value from this table
The query of the dataset 'ds_DecimalValues' is like this:
DECLARE #DecimalValue Nvarchar(500)
SELECT #DecimalValue =
( SELECT Value as 'DecimalValue' FROM SystemConfig WHERE Key = Decimal_Value )
SELECT
DecimalValue = #DecimalValue
ok, the result of this query is ##
In the textbox properties I have this expression in the Format line:
=First(Fields!DecimalValue.Value, "ds_DecimalValue")
But the report is showing 2 decimal values instead of none. I'm not sure if the decimal values are correct on the systemconfig table, I assume that '##' is correct to show no decimal values but I'm not sure about it. Any ideas guys??
Regards.
Would something like this work for you? Should round it to the nearest integer
=Floor(First(Fields!DecimalValue.Value, "ds_DecimalValue"))
When I have done this in the past I would typically use someting like f0 or n0 as the format code.
Try using this instead of ##.
If this does not work then a couple of things to debug.
Add a textbox that contains the same expression as you are using in your format property expression, make sure it is returning what you expect
Type the format code directly in and make sure that it formats as you expected.
remember that you don't need to use quotes when using codes like f0 etc.

I cannot understand why "in" doesn't work correctly

sp01 is dataframe which contains S&P 500 index. And I have a dataframe,interest, which contains daily interest rate. The two data started from same date, but their size were not same. It's error.
I want to get exact same date, so tried to check every date using "in" function. But "in" function doesn't work well. This is code :
print(sp01.Date[0], type(sp01.Date[0]) )
->1976-06-01, str
print(interest.DATE[0], type(interest.DATE[0]) )
->1976-06-01, str
print(sp01.Date[0] in interest.DATE)
->False
I can never understand why the result becomes False.
Of course, first date of sp01 and interest is totally same,
I checked it too by typing code. So, True should be come out, but False came out. I got mad!!!please Help me.
I solved it! the problem is that "in" function does not work for pandas series data. Those two data are pandas series, so I have to change one of them to list

Current Month Without Using Selection - QlikView Set Analysis

I am stuck with some mysterious issue while trying to get Revenue for Current Month.
My Limitation is Simple :
I need Current Month Revenue Without Having to do any selections.
So here are the details :
Data_Date field has two values one for Dec, and one for Nov 2016
11/15/2016
12/15/2016
I have declared a variable vCurrent_Month
=Date#( Max(Data_Date))
Value in Variable is correctly Reflecting 12/15/2016
Given below is my Set Analysis Expression used in Text Object:
=Sum({1<Date#(Data_Date)={"(vCurrent_Month)"}>}TOTAL_REVENUE)
I am getting following error
Error: Error in set modifier expression
I have been stuck for hours and I have tried several tutorials and ways to get the same result but there seems to be no way out. Any help is highly appreciated.
Thanks
Try this:
=Sum({1<Data_Date={'$(vCurrent_Month)'}>}TOTAL_REVENUE)
Trying to do the number formatting in the first part of the set analysis is what is causing the error message you're getting.
After that to get it to work you need to make these changes:
You left out the $() expansion then the variable won't evaluate and you used double quotes which will return a field name rather than a value

Enter date into function without quotes, return date

I'm trying to write a function of this form:
Function cont(requestdate As Date)
cont = requestdate
End Function
Unfortunately, when I enter =cont(12/12/2012) into a cell, I do not get my date back. I get a very small number, which I think equals 12 divided by 12 divided by 2012. How can I get this to give me back the date? I do not want the user to have to enter =cont("12/12/2012").
I've attempted to google for an answer, unfortunately, I have not found anything helpful. Please let me know if my vocabulary is correct.
Let's say my user pulled a report with 3 columns, a, b and c. a has beginning of quarter balances, b has end of quarter balances and c has a first and last name. I want my user to put in column d: =cont(a1,b1,c1,12/12/2012) and make it create something like:
BOQ IS 1200, EOQ IS 1300, NAME IS EDDARD STARK, DATE IS 12/12/2012
So we could load this into a database. I apologize for the lack of info the first time around. To be honest, this function wouldn't save me a ton of time. I'm just trying to learn VBA, and thought this would be a good exercise... Then I got stuck.
Hard to tell what you are really trying to accomplish.
Function cont(requestdate As String) As String
cont = Format(Replace(requestdate, ".", "/"), "'mm_dd_YYYY")
End Function
This code will take a string that Excel does not recognize as a number e.g. 12.12.12 and formats it (about the only useful thing I can think of for this UDF) and return it as a string (that is not a number or date) to a cell that is formatted as text.
You can get as fancy as you like in processing the string entered and formatting the string returned - just that BOTH can never be a number or a date (or anything else Excel recognizes.)
There is no way to do exactly what you're trying to do. I will try to explain why.
You might think that because your function requires a Date argument, that this somehow forces or should force that 12/12/2012 to be treated as a Date. And it is treated as a Date — but only after it's evaluated (only if the evaluated expression cannot be interpreted as a Date, then you will get an error).
Why does Excel evaluate this before the function receives it?
Without requiring string qualifiers, how could the application possibly know what type of data you intended, or whether you intended for that to be evaluated? It could not possibly know, so there would be chaos.
Perhaps this is best illustrated by example. Using your function:
=Cont(1/1/0000) should raise an error.
Or consider a very simple formula:
=1/2
Should this formula return .5 (double) or January 2 (date) or should it return "1/2" (string literal)? Ultimately, it has to do one of these, and do that one thing consistently, and the one thing that Excel will do in this case is to evaluate the expression.
TL;DR
Your problem is that unqualified expression will be evaluated before being passed, and this is done to avoid confusion or ambiguity (per examples).
Here is my method for allowing quick date entry into a User Defined Function without wrapping the date in quotes:
Function cont(requestdate As Double) As Date
cont = CDate((Mid(Application.Caller.Formula, 7, 10)))
End Function
The UDF call lines up with the OP's initial request:
=cont(12/12/2012)
I believe that this method would adapt just fine for the OP's more complex ask, but suggest moving the date to the beginning of the call:
=cont(12/12/2012,a1,b1,c1)
I fully expect that this method can be optimized for both speed and flexibility. Working on a project now that might require me to further dig into the speed piece, but it suits my needs in the meantime. Will update if anything useful turns up.
Brief Explanation
Application.Caller returns a Range containing the cell that called the UDF. (See Caveat #2)
Mid returns part of a string (the formula from the range that called the UDF in this case) starting at the specified character count (7) of the specified length (10).
CDate may not actually be necessary, but forces the value into date format if possible.
Caveats
This does require use of the full dd/mm/yyyy (1/1/2012 would fail) but pleasantly still works with my preferred yyyy/mm/dd format as well as covering some other delimiters. dd-mm-yyyy or dd+mm+yyyy would work, but dd.mm.yyyy will not because excel does not recognize it as a valid number.
Additional work would be necessary for this to function as part of a multi-cell array formula because Application.Caller returns a range containing all of the associated cells in that case.
There is no error handling, and =cont(123) or =cont(derp) (basically anything not dd/mm/yyy) will naturally fail.
Disclaimers
A quick note to the folks who are questioning the wisdom of a UDF here: I've got a big grid of items and their associated tasks. With no arguments, my UDF calculates due dates based on a number of item and task parameters. When the optional date is included, the UDF returns a delta between the actual date and what was calculated. I use this delta to monitor and calibrate my calculated due dates.
All of this can absolutely be performed without the UDF, but bulk entry would be considerably more challenging to say the least.
Removing the need for quotes sets my data entry up such that loading =cont( into the clipboard allows my left hand to F2/ctrl-v/tab while my right hand furiously enters dates on the numpad without need to frequently (and awkwardly) shift left-hand position for a shift+'.

ireports disregarding my settings

I am currently using an XML datasource and I have the date patterns as well as the number pattern set up as dd/mm/yyyy and #,##0.00 respectively, however the data I am pulling from the fields with Xpath is not following this pattern.
an example of a date I am catching is : 2014-02-12 16:00:15 while a price will appear as 40.0000000000.
I also clicked on the aformentioned fields and went into properties, and under pattern I changed it to currency as the numbers refer to prices and set decimals to 2, the problem remains.
After some trial & error I came to this method that worked wonders.
new Double(Double.parseDouble($F{Precio_unidad-price_unit}))
setting this in the TexytFieldExpression will actually do what is neccesary, the report now prints the correct number of decimals.