Limit KPI by time range in set analysis using variables - date

I want to be able to limit a KPI, let's say turnover, to a specific time range which I chose by setting two variables: the lower bound and the upper bound.
I have created two tables, which I derive from the calendar-table.
month_start:
LOAD MonthYear as MonthStart
RESIDENT Calendar;
month_end:
LOAD MonthYear as MonthEnd
RESIDENT Calendar;
I create two filters, one for MonthStart and one for MonthEnd.
I set two variables. I know that GetFieldSelections()returns a string so I convert it back to a date.
=date#(GetFieldSelections(MonthEnd), 'MM YYYY')
=date#(GetFieldSelections(MonthStart), 'MM YYYY')
Finally I use this expression to calculate the KPI:
SUM({$< MonthYear = {"<$(=vEndMonth)>=$(=vStartMonth)"}>} [turnover])
But it doesn't work. I get 0,00€.
What am I doing wrong? What am I missing?
EDIT:
Example Data:
LOAD *
Inline [
%date, country, turnover
01.01.2021, DE, 1000
10.01.2021, AT, 2000
23.01.2021, CH, 1500
12.02.2021, DE, 2300
23.02.2021, DE, 5000
02.02.2021, CH, 1200
09.03.2021, AT, 3000
10.03.2021, CH, 1000
31.03.2021, DE, 3400
01.04.2021, CH, 2200
]
There is a calendar attached to the %date-field with the MonthYear-field which is created as monthname(%date) as MonthYear.
As result I want a Pivot Table with country as row-dimension and MonthYear as column. The measure is a master element with above formula.

You could do with months, month/years etc.
But the easiest way is to use dates, both in your calendar and in your variables.
Make sure your calendar have a non aggregated date like this:
Calendar:
Load
TempDate as %date,
Date(TempDate) as Date,
monthname(TempDate) as MonthYear,
Month(TempDate) as Month,
Year(TempDate) as year
Then create your end and start fields like this:
[month_start]:
Load Distinct
MonthStart(Date) as MonthStart
RESIDENT Calendar;
[month_end]:
Load Distinct
MonthEnd(Date) as MonthEnd
RESIDENT Calendar;
Your variables are ok.
Then create your measure like this (see that the field is the "Date" field from the Calendar:
SUM(
{$<
Date = {">=$(=vStartMonth)<$(=vEndMonth)"}
>}
[turnover])
Should work. Let me know.
Best Regards,

Please create selection box for MonthYear and just select there needed values with Ctrl.
Please share small table with your data and desired output as table so I will share with you exact example script something like:
SUM({$< MonthYear = {"<$(=Max(MonthYear))>=$(=Min(MonthYear))"}>} [turnover])

Related

DAX Calculate Billing Days Between Two Variable Dates

I have a dimdate table that is represented below. I have each day flagged as BusinessDay Y/N. I also have a DimSalesRep table that has a daily goal for each rep. I want to be able to allow users to input a StartDt and EndDt with filters on the report and have a calculated column look at the business days between those dates. I can calculate daysbetween with defined dates but I am unsure how I would use DAX with variable dates that are applied through Report filters.
I should also note I am not sure how best to handle a startdt and enddt filter based of the column, TheDate
Cheers!
Reference your dimdate table twice
StartDate = 'dimdate'
EndDate = 'dimdate'
and use this measure:
Num BusinessDays =
CALCULATE(
COUNTROWS('dimdate'),
'dimdate'[BusinessDay] = "Y",
'dimdate'[Date] >= SELECTEDVALUE(StartDate[Date]),
'dimdate'[Date] <= SELECTEDVALUE(EndDate[Date])
)

How to count events after set date with COUNTIFS?

I'm creating this report in spreadsheet
https://docs.google.com/spreadsheets/d/1U48MybVshKT3eRYE9goRCab9k1KCoXe7Zsr9Ogkkm4Y/edit?usp=sharing
In "BD" you can find the records and in "NB-month" the KPI that I want to analyze; I would like to create DATE filter for the numbers in the columns, ex for the col: "nº Contract closed" I'm thinking to use this formula:
=COUNTIFS(BD!R:R;A5;BD!G:G;">"&DATE(B2))
but I get a value: "0" that is incorrect because for this agent "Carla Vaello" the number of contracts closed after 2020-02-01 should be "2".
your usage of DATE formula is wrong (DATE requires 3 parameters). either change DATE to DATEVALUE or use:
=COUNTIFS(BD!R:R; A5; BD!G:G; ">"&B2)

Tableau - Divide values from 2 dates

I need help making a division with a relative date range.
For example:
Date Range: 01-01-2015 & 20-01-2015
Divison: 1.209,812 / 1.207,810 = 1,0016575
You can do this with a combination of LOD calcs and a Context Filter.
Select Add to Context on your relative range date filter.
Create Level of Detail calcs to isolate the min and max dates based on your filter
{max([Order Date])}
and
{min([Order Date])}
Create min and max values based on your measures. I'm using the Superstore data set in this example. The calculation states if the date equals the max date, return the Sales value. Repeat for min values.
if [Order Date] = [max date] then [Sales] end
You should have something like this:
Now just create a division between the max and min. You'll need to remove the date from the view for the calculation to render.
sum([max value]) / sum([min value])
See attached sample workbook if needed. https://www.dropbox.com/s/1ed15pwhihmjkdv/181227%20stack%20question.twbx?dl=0

Create a measure to return the maximum date about the order in a fact table. (SSAS Multidimensional)

I want to create a measure which return the maximum date about Orders but before the actual day
I will write an example :
My tables here
(In my table Calendar i have the year 2016,2017,2019, and in my Order table, i have an order for 2016 and 2019,
I want the last date order but before the actual day (18/05/2017), so i want the Date 01/01/2016).
I have 2 table, a dimension Calendar and a fact table Order.
I was thinking about the function filter, so i search how to use filter in
google, and all the solutions i found use 'With' and 'Select'.
(I can't use 'With' and 'Select' when i create a measure in SSAS multidimensional).
Hope i will see your advice.
Just like this similar case in adv cube?
[max order date] return the maximum date about [Internet Sales Amount]
with member [max order date] AS
tail(NONEMPTY([Date].[Date].[Date],[Measures].[Internet Sales Amount])).item(0).item(0).PROPERTIES( "name" )
select {[max order date] } on 0 from [Adventure Works]
if yes, then you can create a measure in your cube like this:
Create Member CurrentCube.[Measures].[max order date]
As tail(NONEMPTY([Date].[Date].[Date],[Measures].[Internet Sales
Amount])).item(0).item(0).PROPERTIES( "name" );
if only till current day, then(following is refer to adv cube, you need do some code changes per your cube):
Create Member CurrentCube.[max order date] AS
Tail
(
NonEmpty
(
{
Head([Date].[Date].[Date]).Item(0).Item(0)--the first day in your Date dim
:
StrToMember("[Date].[Date].&[" + Format(Now(),"yyyyMMdd") + "]")-- as of current day
}
,[Measures].[Internet Sales Amount]
)
).Item(0).Item(0).Properties("name")
IDE to Write, Analyze, Tuning, Debug MDX efficiently (www.mdx-helper.com)

Merging average of time series corresponding to time span in a different data set

I have two datasets, one with contracts and one with market prices. The gist of what I am trying to accomplish is to find the average value of a time series that corresponds to a period of time in a cross-sectional data set. Please see below.
Example Dataset 1:
Beginning Ending Price
1/1/2014 5/15/2014 $19.50
3/2/2012 10/9/2015 $20.31
...
1/1/2012 1/8/2012 $19.00
In the example above there are several contracts, the first spanning from January 2014 to May 2014, the second from March 2012 to October 2015. Each one has a single price. The second dataset has weekly market prices.
Example Dataset 2:
Date Price
1/1/2012 $18
1/8/2012 $17.50
....
1/15/2015 $21.00
I would like to find the average "market price" (i.e. the average of the price in dataset 2) between the beginning and ending period for each contract on dataset 1. So, for the third contract from 1/1/2012 to 1/8/2012, from the second dataset the output would be (18+17.50)/2 = 17.75. Then merge this value back to the original dataset.
I work with Stata, but can also work with R or Excel.
Also, if you have a better suggestion for a title I would really appreciate it!
You can cross the contracts cross section data with the time series, which forms every pairwise combination, drop the prices from outside the date range, and calculate the mean like this:
/* Fake Data */
tempfile ts ccs
clear
input str9 d p_daily
"1/1/2012" 18
"1/8/2012" 17.50
"1/15/2015" 21.00
end
gen date = date(d,"MDY")
format date %td
drop d
rename date d
save `ts'
clear
input id str8 bd str9 ed p_contract
1 "1/1/2014" "5/15/2014" 19.50
2 "3/2/2012" "10/9/2015" 20.31
3 "1/1/2012" "1/8/2012" 19.00
end
foreach var of varlist bd ed {
gen date = date(`var',"MDY")
format date %td
drop `var'
rename date `var'
}
save `ccs'
/* Calculate Mean Prices and Merge Contracts Back In */
cross using `ts'
sort id d
keep if d >= bd & d <=ed
collapse (mean) mean_p = p_daily, by(id bd ed p_contract)
merge 1:1 id using `ccs', nogen
sort id
This gets you something like this:
id p_contract bd ed mean_p
1 19.5 01jan2014 15may2014 .
2 20.31 02mar2012 09oct2015 21
3 19 01jan2012 08jan2012 17.75