I got the following sample data:
Product Group Product Monthly Start Date Sales Qty
Mobile Phone A Mobile Phone A-1 1/1/2021 100
Mobile Phone A Mobile Phone A-1 2/1/2021 120
Mobile Phone B Mobile Phone B-1 1/1/2021 90
Mobile Phone B Mobile Phone B-1 2/1/2021 78
What I want is to calculate the Monthly product growth rate (below).
Product Group Product Month Start Date Growth Rate
Mobile Phone A Mobile Phone A-1 1/1/2021 null
Mobile Phone A Mobile Phone A-1 2/1/2021 20%
Mobile Phone B Mobile Phone B-1 1/1/2021 null
Mobile Phone B Mobile Phone B-1 2/1/2021 -13%
I guess I need to use groupby and sort order by the Month Start Date and calculate the rate.
Does anyone know the best way of calculating it?
Thanks.
I would do it this way (assuming you are viewing the result with a monthly granularity):
Total Sales Qty = SUM( ExampleTable[Sales Qty] )
MTD Sales Qty =
TOTALMTD( [Total Sales Qty], Dates[Date] )
MTD Sales Qty LM =
CALCULATE( [MTD Sales Qty], DATEADD(Dates[Date], -1, MONTH ) )
MoM Sales Qty Change =
DIVIDE([MTD Sales Qty] - [MTD Sales Qty LM], [MTD Sales Qty LM], BLANK() )
You would calculate month-over-month growth using a sequence of four measures:
sum of the column
amount for the prior month
change month-over-month
change month-over-month %
These DAX patterns can can be used to get you started. Make sure you add the necessary columns to your date table, then modify the measures below with your date table, fact table column to be quantified and measures you create.
DAX Patterns - Month Related Calculations
Sum of the Fact Table Column
Sales Amount:= sum ( SalesTable[Sales Qty] )
Amount for Prior Month
Sales PM :=
VAR CurrentYearMonthNumber = SELECTEDVALUE ( 'Date'[Year Month Number] )
VAR PreviousYearMonthNumber = CurrentYearMonthNumber - 1
VAR Result =
CALCULATE (
[Sales Amount],
REMOVEFILTERS ( 'Date' ),
'Date'[Year Month Number] = PreviousYearMonthNumber
)
RETURN
Result
Change Month-Over-Month
Sales MOM :=
VAR ValueCurrentPeriod = [Sales Amount]
VAR ValuePreviousPeriod = [Sales PM]
VAR Result =
IF (
NOT ISBLANK ( ValueCurrentPeriod ) && NOT ISBLANK ( ValuePreviousPeriod ),
ValueCurrentPeriod - ValuePreviousPeriod
)
RETURN
Result
Change Month-Over-Month %
Sales MOM % :=
DIVIDE (
[Sales MOM],
[Sales PM]
)
Related
I need to find the number of users that were invoiced for an amount greater than 0 in the previous month and were not invoiced in the current month. This calcualtion is to be done for 12 months in a single query. Output should be as below.
Month Count
01/07/2019 50
01/08/2019 34
01/09/2019 23
01/10/2019 98
01/11/2019 10
01/12/2019 5
01/01/2020 32
01/02/2020 65
01/03/2020 23
01/04/2020 12
01/05/2020 64
01/06/2020 54
01/07/2020 78
I am able to get the value only for one month. I want to get it for all months in a single query.
This is my current query:
SELECT COUNT(DISTINCT TWO_MONTHS_AGO.USER_ID), TWO_MONTHS_AGO.MONTH AS INVOICE_MONTH
FROM (
SELECT USER_ID, LAST_DAY(invoice_ct_dt)) AS MONTH
FROM table a AS ID
WHERE invoice_amt > 0
AND LAST_DAY(invoice_ct_dt)) = ADD_MONTHS(LAST_DAY(CURRENT_DATE - 1), - 2)
GROUP BY user_id
) AS TWO_MONTHS_AGO
LEFT JOIN (
SELECT user_id,LAST_DAY(invoice_ct_dt)) AS MONTH
FROM table a AS ID
AND LAST_DAY(invoice_ct_dt)) = ADD_MONTHS(LAST_DAY(CURRENT_DATE - 1), - 1)
GROUP BY USER_ID
) AS ONE_MONTH_AGO ON TWO_MONTHS_AGO.USER_ID = ONE_MONTH_AGO.USER_ID
WHERE ONE_MONTH_AGO.USER_ID IS NULL
GROUP BY INVOICE_MONTH;
Thank you in advance.
Lona
Probably lots of different approaches but the way I would do it is as follows:
Summarise data by user and month for the last 13 months (you need 12 months plus the previous month to that first month
Compare "this" month (that has data) to "next" month and select records where there is no "next" month data
Summarise this dataset by month and distinct userid
For example, assuming a table created as follows:
create table INVOICE_DATA (
USERID varchar(4),
INVOICE_DT date,
INVOICE_AMT NUMBER(10,2)
);
the following query should give you what you want - you may need to adjust it depending on whether you are including this month, or only up to the end of last month, in your calculation, etc.:
--Summarise data by user and month
WITH MONTH_SUMMARY AS
(
SELECT USERID
,TO_CHAR(INVOICE_DT,'YYYY-MM') "INVOICE_MONTH"
,TO_CHAR(ADD_MONTHS(INVOICE_DT,1),'YYYY-MM') "NEXT_MONTH"
,SUM(INVOICE_AMT) "MONTHLY_TOTAL"
FROM INVOICE_DATA
WHERE INVOICE_DT >= TRUNC(ADD_MONTHS(current_date(),-13),'MONTH') -- Last 13 months of data
GROUP BY 1,2,3
),
--Get data for users with invoices in this month but not the next month
USER_DATA AS
(
SELECT USERID, INVOICE_MONTH, MONTHLY_TOTAL
FROM MONTH_SUMMARY MS_THIS
WHERE NOT EXISTS
(
SELECT USERID
FROM MONTH_SUMMARY MS_NEXT
WHERE
MS_THIS.USERID = MS_NEXT.USERID AND
MS_THIS.NEXT_MONTH = MS_NEXT.INVOICE_MONTH
)
AND MS_THIS.INVOICE_MONTH < TO_CHAR(current_date(),'YYYY-MM') -- Don't include this month as obviously no next month to compare to
)
SELECT INVOICE_MONTH, COUNT(DISTINCT USERID) "USER_COUNT"
FROM USER_DATA
GROUP BY INVOICE_MONTH
ORDER BY INVOICE_MONTH
;
I have a student_table and in this table there is a column student_financial_aid_type and the next column is date_ , so the value of student_financial_aid_type e.g. = 'direct' and the date_ 1/04/2018. I have used CTE tables and I have a parameter date at the beginning of the code, so that I get the number of students as of that day. e.g. my parameter date is 20/04/2019.
My financial year runs from april to march eg 1/04/18 - 31/3/19.
My question is where, it indicates that the student received some form of financial aid in the financial year, I will have an output column that says either 'Y' or 'N'. So using the example above, because the date 1/04/2018 is not in the financial year of the parameter date (20/04/19), it's actually in the previous financial year (1/04/18 - 31/3/19) then I would want this to be 'N' in the output column as in the financial year of the parameter date (20/04/19) the student did not receive any financial aid. However if I happen to change the parameter date 2/06/18, then the date that the student received the financial aid (1/04/18) is in the dame financial year as the parameter date, therefore my output column will now have 'Y' to reflect this. So however I do this it has to be dynamic and respond to the parameter date as that is the one that I as the user will be changing as and when
I have tried using date_part and I have managed to have the month number of the date that the student received the payout, from this point on I was thinking of using the month number as an indicator to what FY year it falls in, but I am not sure how to go about this.
WITH
parameter_date as (
select '2019-04-26':: date p_date),
student_cohort as (select * from (
SELECT Distinct
ms.studentid,ss.student_admission_date,ms.graduation_date
FROM master_student_table ms
left join student_semeter ss on ms.student_id=ss.student_id ,
parameter_date, p
AND ss.student_admission_date <= p_date -- i.e. began studies less than
or equal to p_date
AND (ms.graduation_date is null or ms.graduation_date > p_date)) -- i.e.
student finished studies more than p_date or IS NULL
)x ),
student_finance as (select * from ( select date_part('month', st.date_::
date)
date_part, st.date_, st.studentid,st.student_financial_aid_type
from student_table st
left join student_cohort s on st.studentid = s.studentid
where st.student_financial_aid_type in ('direct' , 'indirect')
) x )
select distinct
s.student_id,
s.graduation_date,
s.admissiondate_date,
sf.date_,
-- this is what I would like it to be -- case when sf.date is in the same
--financial year as the parameter_date
--then 'Y' else 'N' end was_financial_aid_received_in_the_fy,
sf.date_part
from
cohort s
left join student_finance sf on s.student_id = sf.student_id and
sf.student_financial_aid_type = 'direct'
left join student_finance sf1 on s.student_id = sf1.student_id and
sf1.student_financial_aid_type = 'indirect' `
I would love for the output column 'was_financial_aid_received_in_the_fy' from the case statement, to have 'Y' if the sf.date_ that the student received financial aid is in the same FY year as the parameter_date and 'N' if this isn't the case
Thank you very much for all your help
I think this question basically boils down to the following:
Given a parameter date, figure out the financial year for that date.
Figure out if other dates fall in this financial year.
This is a great place to use dateranges, one of my favorite types. We can figure out the financial year from the parameter date and use a daterange to represent it. If the parameter date is before April, the financial year should be from April 1 of the previous year (inclusive) to April 1 of this year (exclusive). If the parameter date is after April, the financial year should be April 1 of this year (inclusive) to April 1 of next year (exclusive).
Here's a query that should demonstrate how to do this:
WITH parameter_date as (
select '2019-04-26'::date p_date
), fiscal_year as (
select daterange(
make_date(case when date_part('month', p_date)<4
THEN date_part('year', p_date)::int-1
ELSE date_part('year', p_date)::int END,
4, 1),
make_date(case when date_part('month', p_date)<4
THEN date_part('year', p_date)::int
ELSE date_part('year', p_date)::int+1 END,
4, 1),
'[)') as f_year
FROM parameter_date
),
test_data as (
select test_date::date from (values
('2019-04-01'),
('2018-04-01'),
('2019-03-02'),
('2020-12-01'),
('2017-05-26'),
('2020-02-27'),
('2020-04-01')
) v(test_date)
)
select test_date,
CASE WHEN test_date <# fiscal_year.f_year THEN 'Y' ELSE 'N' END as in_f_year
from test_data, fiscal_year;
test_date | in_f_year
------------+-----------
2019-04-01 | Y
2018-04-01 | N
2019-03-02 | N
2020-12-01 | N
2017-05-26 | N
2020-02-27 | Y
2020-04-01 | N
(7 rows)
My report needs to compare order quotations, grouped by a sales part number. These order quotations generally have mostly the same sales parts within them, but occasionally they differ. I need:
Quote 1 (Q1) - Total sales = Q1 sales qty * Q1 bid price
Quote 2 (Q1) - Total sales = Q2 sales qty * Q2 bid price
Desired info - Total sales = Q2 sales qty * Q1 bid price (If sales part does not exist on Q2, then - Desired info - Total sales = Q1 sales qty * Q1 bid price)
I'm pulling data from a simple SQL query and using the two quote numbers as parameters. How can I accomplish this?
I have a data set for 10 countries. Each country has more than 8 products and my company has 3 products A,B,C which are sold in each of the country.
So Now, I want to calculate the market share for my products country wise.
for E.g. If total sale for 8 products in country 1 is 100 and sale for products A+B+C is 35, then market share of my company in country1 is 35/100= 35%
.
Please help !
It depends a bit on what you want to do with that afterwards, if you are just interested in the number, do the following:
Create a calculated field TotalSalesPerCountry with {fixed [country]: sum([Sales])} (calculates the total sales per country)
Create a calculated field CompanySalesPerCountry with {fixed [country]: sum(IIF([Product] = 'A' OR [Product] = 'B' OR [Product] = 'C',[Sales],0))} (calculates the total sum per country where [PRODUCT] = A, B or C)
Create a calculated field MarketShare with AVG([CompanySalesPerCountry]) / AVG([TotalSalesPerCountry])
Change the Properties for the last field to 'Percent', drag [Country] to rows and [MarketShare] to columns
I would like to calculate growth rate for customers for following data.
month | customers
-------------------------
01-2015 | 1
02-2015 | 10
03-2014 | 10
06-2015 | 15
I have used following formula to calculate the growth rate, it works only for one month interval as well as not able to give expected output due to gap between 3rd and 6th month as shown in above table
select
month, total,
(total::float / lag(total) over (order by month) - 1) * 100 growth
from (
select to_char(created, 'yyyy-mm') as month, count(id) total
from customers
group by month
) s
order by month;
I think this can be done by creating a date range and group by that range.
I expect two main output separately
1) Generate growth rate with exact one month difference
2) Growth rate with interval of 2 month instead of single month only. In above data sum the two month result and group by two month instead of month
Still not sure about the second part. Here's growth from your adapted query and twon month growth column:
select
month, total,
(total::float / lag(total) over (order by m) - 1) * 100 growth,m,m2
from (
select created, (sum(customers) over (order by m))::float total,customers,m,m2,to_char(created, 'yyyy-mm') as month
from customers c
right outer join (
select generate_series('2015-01-01','2015-06-01','1 month'::interval) m
) m1 on m=c.created
left outer join (
select generate_series('2015-01-01','2015-06-01','2 month'::interval) m2
) m2 on m2=m
order by m
) s
order by m;
basically answer is use generate_series