inyear - script and chart function

This function returns True if timestamp lies inside the year containing base_date.

Syntax:

InYear (timestamp, base_date, period_no [, first_month_of_year])

Return data type: Boolean

In Qlik Sense, the Boolean true value is represented by -1, and the false value is represented by 0.

Diagram that shows the range of time that the inyear() function evaluates and will return a Boolean result depending on the placement of the base date. — Diagram of inyear() function's range

The inyear() function returns a Boolean result when comparing the selected date values to a year defined by the base_date.

When to use it

The inyear() function returns a Boolean result. Typically, this type of function will be used as a condition in an if expression. This returns an aggregation or calculation dependent on whether a date evaluated occurred in the year in question. For example, the inyear() function can be used to identify all sales that occurred in a defined year.

Arguments
Argument	Description
timestamp	The date that you want to compare with base_date.
base_date	Date that is used to evaluate the year.
period_no	The year can be offset by period_no. period_no is an integer, where the value 0 indicates the year that contains base_date. Negative values in period_no indicate preceding years, and positive values indicate succeeding years.
first_month_of_year	If you want to work with (fiscal) years not starting in January, indicate a value between 2 and 12 in first_month_of_year.

You can use the following values to set the first month of year in the first_month_of_year argument:

first_month_of_year values
Month	Value
February	2
March	3
April	4
May	5
June	6
July	7
August	8
September	9
October	10
November	11
December	12

Regional settings

Unless otherwise specified, the examples in this topic use the following date format: MM/DD/YYYY. The date format is specified in the SET DateFormat statement in your data load script. The default date formatting may be different in your system, due to your regional settings and other factors. You can change the formats in the examples below to suit your requirements. Or you can change the formats in your load script to match these examples.

Default regional settings in apps are based on the regional system settings of the computer or server where Qlik Sense is installed. If the Qlik Sense server you are accessing is set to Sweden, the Data load editor will use Swedish regional settings for dates, time, and currency. These regional format settings are not related to the language displayed in the Qlik Sense user interface. Qlik Sense will be displayed in the same language as the browser you are using.

Function examples
Example	Result
inyear ('01/25/2013', '01/01/2013', 0 )	Returns TRUE
inyear ('01/25/2012', '01/01/2013', 0)	Returns FALSE
inyear ('01/25/2013', '01/01/2013', -1)	Returns FALSE
inyear ('01/25/2012', '01/01/2013', -1 )	Returns TRUE
inyear ('01/25/2013', '01/01/2013', 0, 3)	Returns TRUE The value of base_date and first_month_of_year specify that timestamp must fall within 01/03/2012 and 02/28/2013
inyear ('03/25/2013', '07/01/2013', 0, 3 )	Returns TRUE

Example 1 - Basic example

Overview

Open the Data load editor and add the load script below to a new tab.

The load script contains:

A dataset containing a set of transactions between 2020 and 2022 which is loaded into a table called ‘Transactions’.
A preceding load which contains the inyear() function that is set as the ‘in_year’ field, and determines which transactions took place in the same year as July 26, 2021.

Load script

SET DateFormat='MM/DD/YYYY'; 
Transactions: 
    Load 
        *, 
        inyear(date,'07/26/2021', 0) as in_year 
        ; 
Load 
* 
Inline  
[ 
id,date,amount 
8188,'01/13/2020',37.23 
8189,'02/26/2020',17.17
8190,'03/27/2020',88.27 
8191,'04/16/2020',57.42 
8192,'05/21/2020',53.80 
8193,'08/14/2020',82.06 
8194,'10/07/2020',40.39 
8195,'12/05/2020',87.21 
8196,'01/22/2021',95.93 
8197,'02/03/2021',45.89 
8198,'03/17/2021',36.23 
8199,'04/23/2021',25.66 
8200,'05/04/2021',82.77 
8201,'06/30/2021',69.98 
8202,'07/26/2021',76.11 
8203,'12/27/2021',25.12 
8204,'06/06/2022',46.23 
8205,'07/18/2022',84.21 
8206,'11/14/2022',96.24 
8207,'12/12/2022',67.67 
];

Results

Load the data and open a sheet. Create a new table and add these fields as dimensions:

date
in_year

Results table
date	in_year
01/13/2020	0
02/26/2020	0
03/27/2020	0
04/16/2020	0
05/21/2020	0
08/14/2020	0
10/07/2020	0
12/05/2020	0
01/22/2021	-1
02/03/2021	-1
03/17/2021	-1
04/23/2021	-1
05/04/2021	-1
06/30/2021	-1
07/26/2021	-1
12/27/2021	-1
06/06/2022	0
07/18/2022	0
11/14/2022	0
12/12/2022	0

The ‘in_year’ field is created in the preceding load statement by using the inyear() function. The first argument identifies which field is being evaluated. The second argument is a hard-coded date for July 26, 2021 which is the base_date that determines the comparator year. A period_no of 0 is the final argument meaning that the inyear() function does not compare years preceding or following the year.

Diagram of the inyear() function with July 26 as the base date, and the range of time from January 1, 2021 to January 1, 2022 is highlighted. — Diagram of inyear() function's range with July 26 as the base date

Any transaction that occurs in 2021 returns a Boolean result of TRUE.

Example 2 - period_no

Overview

Open the Data load editor and add the load script below to a new tab.

The load script contains:

A dataset containing a set of transactions between 2020 and 2022 which is loaded into a table called ‘Transactions’.
A preceding load which contains the inyear() function that is set as the ‘previous_year’ field, and determines which transactions took place in the year before the year containing July 26, 2021.

Load script

SET DateFormat='MM/DD/YYYY'; 
Transactions: 
    Load 
        *, 
        inyear(date,'07/26/2021', -1) as previous_year 
        ; 
Load 
* 
Inline  
[ 
id,date,amount 
8188,'01/13/2020',37.23 
8189,'02/26/2020',17.17
8190,'03/27/2020',88.27 
8191,'04/16/2020',57.42 
8192,'05/21/2020',53.80 
8193,'08/14/2020',82.06 
8194,'10/07/2020',40.39 
8195,'12/05/2020',87.21 
8196,'01/22/2021',95.93 
8197,'02/03/2021',45.89 
8198,'03/17/2021',36.23 
8199,'04/23/2021',25.66 
8200,'05/04/2021',82.77 
8201,'06/30/2021',69.98 
8202,'07/26/2021',76.11 
8203,'12/27/2021',25.12 
8204,'06/06/2022',46.23 
8205,'07/18/2022',84.21 
8206,'11/14/2022',96.24 
8207,'12/12/2022',67.67 
];

Results

Load the data and open a sheet. Create a new table and add these fields as dimensions:

date
previous_year

Results table
date	previous_year
01/13/2020	-1
02/26/2020	-1
03/27/2020	-1
04/16/2020	-1
05/21/2020	-1
08/14/2020	-1
10/07/2020	-1
12/05/2020	-1
01/22/2021	0
02/03/2021	0
03/17/2021	0
04/23/2021	0
05/04/2021	0
06/30/2021	0
07/26/2021	0
12/27/2021	0
06/06/2022	0
07/18/2022	0
11/14/2022	0
12/12/2022	0

Using -1 as the period_no argument in the inyear() function shifts the boundaries of the comparator year back by a full year. 2021 is initially identified as the comparator year. The period_no offsets the comparator year by one, making 2020 the comparator year.

Diagram of the inyear() function with July 26 as the base date, and the period_no argument set to negative one. The range of time from January 1, 2020 to January 1, 2021 is highlighted. — Diagram of inyear() function's range with the period_no argument set to -1

Therefore, any transaction that occurs in 2020 returns a Boolean result of TRUE.

Example 3 - first_month_of_year

Overview

Open the Data load editor and add the load script below to a new tab.

The load script contains:

A dataset containing a set of transactions between 2020 and 2022 which is loaded into a table called ‘Transactions’.
A preceding load which contains the inyear() function that is set as the ‘in_year’ field, and determines which transactions took place in the same year as July 26, 2021.

However, in this example, the organizational policy is for March to be the first month of the financial year.

Load script

SET DateFormat='MM/DD/YYYY'; 
Transactions: 
    Load 
        *, 
        inyear(date,'07/26/2021', 0, 3) as in_year 
        ; 
Load 
* 
Inline  
[ 
id,date,amount 
8188,'01/13/2020',37.23 
8189,'02/26/2020',17.17
8190,'03/27/2020',88.27 
8191,'04/16/2020',57.42 
8192,'05/21/2020',53.80 
8193,'08/14/2020',82.06 
8194,'10/07/2020',40.39 
8195,'12/05/2020',87.21 
8196,'01/22/2021',95.93 
8197,'02/03/2021',45.89 
8198,'03/17/2021',36.23 
8199,'04/23/2021',25.66 
8200,'05/04/2021',82.77 
8201,'06/30/2021',69.98 
8202,'07/26/2021',76.11 
8203,'12/27/2021',25.12 
8204,'06/06/2022',46.23 
8205,'07/18/2022',84.21 
8206,'11/14/2022',96.24 
8207,'12/12/2022',67.67 
];

Results

Load the data and open a sheet. Create a new table and add these fields as dimensions:

date
in_year

Results table
date	in_year
01/13/2020	0
02/26/2020	0
03/27/2020	0
04/16/2020	0
05/21/2020	0
08/14/2020	0
10/07/2020	0
12/05/2020	0
01/22/2021	0
02/03/2021	0
03/17/2021	-1
04/23/2021	-1
05/04/2021	-1
06/30/2021	-1
07/26/2021	-1
12/27/2021	-1
06/06/2022	0
07/18/2022	0
11/14/2022	0
12/12/2022	0

Using 3 as the first_month_of_year argument in the inyear() function begins the year on March 1 and ends the year at the end of February.

Diagram of the inyear() function with July 26 as the base date, and the first month of the year set as March. The range of time from March 1, 2021 to March 1, 2022 is highlighted. — Diagram of inyear() function's range with March set as the first month of the year

Therefore, any transaction that occurs between March 1, 2021 and March 1, 2022 will return a Boolean result of TRUE.

Example 4 - Chart object example

Overview

The same dataset and scenario as the first example are used.

However, in this example, the dataset is unchanged and loaded into the application. The calculation that determines whether transactions took place in the same year as July 26, 2021 is created as a measure in a chart object of the application.

Load script

SET DateFormat='MM/DD/YYYY'; 
Transactions: 
Load 
* 
Inline  
[ 
id,date,amount 
8188,'01/13/2020',37.23 
8189,'02/26/2020',17.17
8190,'03/27/2020',88.27 
8191,'04/16/2020',57.42 
8192,'05/21/2020',53.80 
8193,'08/14/2020',82.06 
8194,'10/07/2020',40.39 
8195,'12/05/2020',87.21 
8196,'01/22/2021',95.93 
8197,'02/03/2021',45.89 
8198,'03/17/2021',36.23 
8199,'04/23/2021',25.66 
8200,'05/04/2021',82.77 
8201,'06/30/2021',69.98 
8202,'07/26/2021',76.11 
8203,'12/27/2021',25.12 
8204,'06/06/2022',46.23 
8205,'07/18/2022',84.21 
8206,'11/14/2022',96.24 
8207,'12/12/2022',67.67 
];

Results

Load the data and open a sheet. Create a new table and add this field as a dimension:

date

To calculate whether transactions took place in the same year as July 26, 2021, create the following measure:

=inyear(date,'07/26/2021', 0)

Results table
date	=inyear(date,'07/26/2021',0)
01/13/2020	0
02/26/2020	0
03/27/2020	0
04/16/2020	0
05/21/2020	0
08/14/2020	0
10/07/2020	0
12/05/2020	0
01/22/2021	-1
02/03/2021	-1
03/17/2021	-1
04/23/2021	-1
05/04/2021	-1
06/30/2021	-1
07/26/2021	-1
12/27/2021	-1
06/06/2022	0
07/18/2022	0
11/14/2022	0
12/12/2022	0

The ‘in_year’ field is created in the chart by using the inyear() function. The first argument identifies which field is being evaluated. The second argument is a hard-coded date for July 26, 2021 which is the base_date that determines the comparator year. A period_no of 0 is the final argument meaning that the inyear() function does not compare years preceding or following the year.

Diagram of the inyear() function with July 27 as the base date, and the range of time from January 1, 2021 to January 1, 2022 highlighted. — Diagram of inyear() function's range with July 27 as the base date

Any transaction that occurs in 2021 returns a Boolean result of TRUE.

Example 5 - Scenario

Overview

Open the Data load editor and add the load script below to a new tab.

The load script contains:

A dataset which is loaded into a table called ‘Products’.
The table contains the following fields:
- product ID
- product type
- manufacture date
- cost price

The end user would like a chart object that displays, by product type, the cost of the products manufactured in 2021.

Load script

Products: 
Load 
* 
Inline  
[ 
product_id,product_type,manufacture_date,cost_price 
8188,product A,'01/13/2020',37.23 
8189,product B,'02/26/2020',17.17 
8190,product B,'03/27/2020',88.27 
8191,product C,'04/16/2020',57.42 
8192,product D,'05/21/2020',53.80 
8193,product D,'08/14/2020',82.06 
8194,product C,'10/07/2020',40.39 
8195,product B,'12/05/2020',87.21
8196,product A,'01/22/2021',95.93 
8197,product B,'02/03/2021',45.89 
8198,product C,'03/17/2021',36.23 
8199,product C,'04/23/2021',25.66
8200,product B,'05/04/2021',82.77 
8201,product D,'06/30/2021',69.98 
8202,product D,'07/26/2021',76.11 
8203,product D,'12/27/2021',25.12 
8204,product C,'06/06/2022',46.23 
8205,product C,'07/18/2022',84.21 
8206,product A,'11/14/2022',96.24 
8207,product B,'12/12/2022',67.67 
];

Results

Load the data and open a sheet. Create a new table and add this field as a dimension:

product_type

To calculate the sum of each product that was manufactured in 2021, create the following measure:

=sum(if(InYear(manufacture_date,makedate(2021,01,01),0),cost_price,0))

Do the following:

Set the measure’s Number Formatting to Money.
Under Appearance, turn off Totals.

Results table
product_type	=sum(if(InYear(manufacture_date,makedate(2021,01,01),0),cost_price,0))
product A	$95.93
product B	$128.66
product C	$61.89
product D	$171.21

The inyear() function returns a Boolean value when evaluating the manufacturing dates of each of the products. For any product manufactured in 2021, the inyear() function returns a Boolean value of TRUE and shows the sum of the cost_price.

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