Start of the month pipeline report - salesforce-lightning

How can I create a pipeline report that could tell me "start of the month pipeline" that is opportunities at say June1 and then "pipeline added", so opportunities between June 1 to June 30

Related

Trigger Azure Data Factory Pipeline on second Friday from end of month and on Tues, Wed and Thurs of the same week

I need a Pipeline to trigger on the Monthend week (Tues, Wed, Thurs and Friday) of a month.
Monthend is defined as,
"Last but one" Friday Or
Second Friday from the end of the month.
For Example, For month of June 2021, 18th is the Monthend (Orange color as shown in the image)
Calendar Image
If its just on Monthend i.e. Second Friday from the end of calendar month, its easy. Just use Occurrance as -2 and day as Friday in the Scheduled trigger and add to a pipeline to trigger,
"schedule": {
"monthlyOccurrences": [
{
"day": "Friday",
"occurrence": -2
}
]
}
but I also need to run on the Tues, Wed and Thurs of the same week, which I find it difficult as these weekdays can be second or third from the end of the calendar month. For example: For June 2021, as shown in the image, I also need to run on 15th (Third Tuesday from the end of calendar month), 16th (Third Wednesday from the end of calendar month), 17th (Second Thursday from the end of calendar month).
Can you let me know if this can be implemented using triggers of Azure data factory? If not, any otherways of implementing? Thank You!
The scheduled trigger alone is not capable of that logic (as of 2021-05-04). Easiest solution would be to use some other scheduling application.
For a purely Data-Factory solution, schedule the trigger for all the days the desired days could possibly occur on. Then modify the pipeline to do logic to determine whether the current day is actually one of the desired days.
Implementation details and sample code
The logic:
Find the last day of the month (First of the next month less 1 day).
Subtract a week so you are in the second-to-last week
Loop over [0,-1,-2,-3,-4,-5,-6] as number of days to add to the date. This produces the dates of each day of the week.
Use the dayOfWeek function to change the date into which day of the week it is
Filter to get the Friday date
Ask whether today is between the Friday date and Friday date - 3 days

Set Tableau dates show show previous month going back 12 months

I need to modify some Tableau dashboards so that they show from the previous month going back 12 months.
For example, it is August 2017 now, so the company wants to see the 12 months ending at July 2017. In other words: Aug 2016, Sept 2016, Oct 2016...June 2017, July 2017.
Using Tableau's relative date filter, users can easily select "previous month" (July 2017) or "previous 12 months" (Sept 2016-Aug 2017) on the relative date filter. But they can't choose previous month going back 12 months (Aug 2016-July 2017).
I was thinking of writing a formula that sets current month as 0, previous month as 1, month before that as 2 etc and that way I can filter to only show months 1, 2, ...12. And not show month 0, the current month.
Is this the best approach? I thought Tableau would have an option for this - surely a lot of companies want to see a year worth of data ending at the previous month? (Since the current month is not yet complete so they don't want to see a partial month's data).
Thanks for your ideas!
You are right about this being a common requirement. I do 'Last 12 months' filter too which excludes current month since it is not a full month.
In my case I have defined a True/False type calculated field which I use to filter records which show in the dashboards.
Here is the formula that I use:
DATEDIFF('month',[My Timestamp Field],Today()) < 13 and DATEDIFF('month',[My Timestamp Field],Today()) > 0

Generating a Jasper report at the end of the month

We're creating a report scheduling tool where user can select "monthly recurrence" and then provide day of the month that the report is generated. We're planning to use Jasper SOAP/REST APIs to trigger the report generation. Our problem is how to handle the case when user enters 29, 30 or 31? Our desired behavior would be for Jasper Server to adjust the generation date to the month end if the date does not exist for that month. For example user chooses 31, if month does not have a 31st, then report should be generated on 30th or 28th,29th for February.
Could this be done?

Year and month in a crystal report

I have designed student ID Card using crystal report version 13_0_9 for visual studio 2013.
There 2 fields on student ID card that reflect year and month. For the field year I need to show it as 2015 - 2016. And for month it need show as June To May.
I tried placing two special fields for year, month and formatted to show only year and month value.
But the fields reflect only current year and month, how do I achieve this to reflect year as 2015 - 2016 and month as June To May. See below Image.
https://onedrive.live.com/?cid=9F3DE61006533307&id=9f3de61006533307%211621&v=3
A formula called Year:
cstr(Year (CurrentDateTime),"#") & '-' & Right(cstr(Year (CurrentDateTime) + 1 ,"#"),2);
and one called Month
cstr(CurrentDateTime,"MMM") & ' to ' & cstr(DateAdd("m",11,DateAdd("y", 1, CurrentDateTime)),"MMM")
I'm on Crystal standalone but should work equally in VS 2013

grouping a date range by month in Crystal reports

I have a SP in SQL that will pull data based on a start and end date. What I am trying to achieve in Crystal Reports is a way to group them by Month. most of the account only have 1 usage per month but now an again a few have more that one and I like to have crystal reports display them as a grouped total.
I think I need to make a formula that says is the date month is equal to 01 for Jan 02 for Feb, etc.
But I don't know how to write it.
any suggestions are very welcome
Adding a group for month is fairly simple in Crystal Reports - a good tutorial for an older version can be found here.
In simple steps:
Insert a group section onto your report.
Group on the date field
Select the dropdown for "this section will be printed:" and choose "for each month"