Qlik Senseを使って会計カレンダーを作成するカレンダーコード

Question

これを会計カレンダーにどのように適応させるか考えた人はいますか？コードはこのように見えます。

[autoCalendar]: 

    DECLARE FIELD DEFINITION Tagged ('$date') 

FIELDS

Dual(Year($1), YearStart($1)) AS [Year] Tagged ('$axis', '$year') 

,Dual('Q'&Num(Ceil(Num(Month($1))/3)),Num(Ceil(NUM(Month($1))/3),00)) AS [Quarter] Tagged ('$quarter') 

,Dual(Year($1)&'-Q'&Num(Ceil(Num(Month($1))/3)),QuarterStart($1)) AS [YearQuarter] Tagged ('$axis', '$yearquarter') 

,Month($1) AS [Month] Tagged ('$month') 

,Dual(Year($1)&'-'&Month($1), monthstart($1)) AS [YearMonth] Tagged ('$axis', '$yearmonth') 

,Dual('W'&Num(Week($1),00), Num(Week($1),00)) AS [Week] Tagged ('$weeknumber') 

,Date(Floor($1)) AS [Date] Tagged ('$date') 

DERIVE FIELDS FROM FIELDS [StartDate] USING [autoCalendar] ; 

Answer 1

あなたの会計年度が開始するときに応じて、わずかに異なるものが必要と思います。

Dual(Year(Addmonths($1,9)),Makedate(Year(Addmonths($1,9))-1,4,1)) AS [Year] Tagged ('$axis', '$year') 
// e.g. text value will be 2017 and num value will be 01/04/2016 for 01/04/2016 to 31/03/2017 

,Dual('Q'&Num(if(Num(Month($1))<=3,4,Ceil(Num(Month($1))/3)-1)),Num(if(Num(Month($1))<=3,4,Ceil(Num(Month($1))/3)-1),00)) AS [Quarter] Tagged ('$quarter') 

,Dual(Year(Addmonths($1,9))&'-Q'&Num(if(Num(Month($1))<=3,4,Ceil(Num(Month($1))/3)-1)),QuarterStart($1)) AS [YearQuarter] Tagged ('$axis', '$yearquarter') 

,Month($1) AS [Month] Tagged ('$month') 

,Dual(Year($1)&'-'&Month($1), monthstart($1)) AS [YearMonth] Tagged ('$axis', '$yearmonth') 
// Have left this one as-is as generally people want YearMonth to be calendar year 

,Dual('W'&Num(Week($1),00), Num(Week($1),00)) AS [Week] Tagged ('$weeknumber') 
// Have left this one as-is as not sure whether you'd number this for fiscal or calendar weeks 

,Date(Floor($1)) AS [Date] Tagged ('$date') 

DERIVE FIELDS FROM FIELDS [StartDate] USING [autoCalendar] ; 

（注：基本的にちょうどあなたのような何かをしたいと思い、あなたの会計年度は4月に始まりと仮定すると、会計年度取得し、四半期適応...

日付に上の9ヶ月を追加 - このコードを直接手作業で試していないので、手作業で完全に貼り付けるだけではないかもしれません）

Answer 2

したがって、あなたの会計年度は365ではありません。毎年違う日に終了します。

以下は、Qlikviewの古い概念と新しい概念（マスターカレンダーの作成）とQlik Senseで使用可能な新しい機能の組み合わせです。これはあなたの年を特定しますが、会計年度を特定するためにもう少し作業が必要になりますが、これはどこからの大きなステップではありません。

REM 
As Financial Year end varies from year to year, set variables for each to determine when each year ends; 
Let varFinYear1 = Date#('28/12/2015','DD/MM/YYYY') 
Let varFinYear2 = Date#('25/12/2015','DD/MM/YYYY') 

Rem 
Generate an entry for every day in your source data table; 
Temp: 
Load 
       min(StartDate) as minDate, 
       max(StartDate) as maxDate 
Resident TableNameHere; 

Let varMinDate = Num(Peek('minDate', 0, 'Temp')); 
Let varMaxDate = Num(Peek('maxDate', 0, 'Temp')); 

DROP Table Temp; 

TempCalendar: 
LOAD 
       $(varMinDate) + Iterno()-1 As Num, 
       Date($(varMinDate) + IterNo() - 1) as TempDate 
       AutoGenerate 1 While $(varMinDate) + IterNo() -1 <= $(varMaxDate); 

Rem 
Create a map that identifies each year as specified by the variables above, this will need updating for every year; 
Map_Calendar: 
Mapping Load 
       TempDate, 
       if(TempDate<=varFinYear1,'Year1' 
       ,if(TempDate<=varFinYear2,'Year2','Year3')) as FinancialYear 
Resident TempCalendar 
Order By TempDate ASC; 
Drop Table TempCalendar; 

Let varMinDate = null(); 
Let varMaxDate = null(); 

Rem Now using our map in the autocalendar we can define non 365 Fiscal years; 
[autoCalendar]: 

    DECLARE FIELD DEFINITION Tagged ('$date') 
    Dual(Year($1), YearStart($1)) AS [Year] Tagged ('$axis', '$year') 
,Dual('Q'&Num(Ceil(Num(Month($1))/3)),Num(Ceil(NUM(Month($1))/3),00)) AS [Quarter] Tagged ('$quarter') 
,Dual(Year($1)&'-Q'&Num(Ceil(Num(Month($1))/3)),QuarterStart($1)) AS [YearQuarter] Tagged ('$axis', '$yearquarter') 
,Month($1) AS [Month] Tagged ('$month') 
,Dual(Year($1)&'-'&Month($1), monthstart($1)) AS [YearMonth] Tagged ('$axis', '$yearmonth') 
,Dual('W'&Num(Week($1),00), Num(Week($1),00)) AS [Week] Tagged ('$weeknumber') 
,Date(Floor($1)) AS [Date] Tagged ('$date') 
,ApplyMap('Map_Calendar',$1) as [FiscalYear] 


DERIVE FIELDS FROM FIELDS [StartDate] USING [autoCalendar] ;