I want to search through a column of dates in the format YYYY-MM-DD (column G - in a random order) and sum up all corresponding cost values for all dates in the same month.
So, for example, the total cost for December 2019 would be 200.
My current formula is:
=SUMPRODUCT((MONTH(G2:G6)=12)*(YEAR(G2:G6)=2019)*(H2:H6))
This gives me the total cost for that month correctly, but I cannot work out how to do this without hardcoding the year and month!
How would I do this with a formula (given the two date columns are a different format)?
You can do this easily combining SUMIFS with EDATE:
SUMIFS function
EDATE function
The formula I've used in cell B2 is:
=SUMIFS($F$2:$F$6;$E$2:$E$6;">="&A2;$E$2:$E$6;"<="&(EDATE(A2;1)-1))
For this formula to work, in column A must be first day of each month!. In cell A2 the value is 01/11/2019, but applied a format of mmmm yyyy to see it like that (and chart will do the same).
paste in D2 cell:
=ARRAYFORMULA(QUERY({EOMONTH(G2:G, -1)+1, H2:H},
"select Col1,sum(Col2)
where Col1 is not null
and not Col1 = date '1900-01-01'
group by Col1
label sum(Col2)''
format Col1 'mmm yyyy'", 0))
Related
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])
)
This may have been asked before but I've not been able to find it having searched! In Oracle SQL there's a function called MONTHS_BETWEEN which returns a fractional value if the two dates you are comparing are not both the first day of the month for example. I need to do something similar in SSRS report builder, I've tried using DateDiff("m",Date1,Date2) however this always returns an integer and I think from what I can tell it just compares the two months from the dates, so when I compare 30/09/20 and 01/04/21 I get 7 months when actually it is much closer to 6.
Is there a function or a fix that can be used in SSRS to get that more accurate value?
Thank you!
For example I would like to get the following result:
Difference between 30/09/20 and 01/04/21 = 6.1
Difference between 01/08/20 and 30/09/20 = 1.9
It doesn't have to super accurate as I will be rounding to the nearest integer but I'm looking for something that will recognise that in the second example nearly 2 months have been covered and in the first example it's only just over 6 months.
If you only need an approximation then you could just calculate the number of days difference and divide by 30.
using the following expression...
=DATEDIFF("d", Fields!startDate.Value, Fields!endDate.Value)/30
I put a few more examples into a table and got the following results.
The following code mimics oracle definition of months_between
Public Function MonthsBetween( d1 As Date, d2 As Date) As Decimal
Dim df As Decimal
df = DateDiff("m", d1, d2)
If Day(d1) <> Date.DaysInMonth(Year(d1), Month(d1)) Or Day(d2) <> Date.DaysInMonth(Year(d2), Month(d2)) Then
df = df + Cdec((Day(d2)-Day(d1))/31)
End If
Return df
End Function
Integer result when both dates are last day of month
Negative result when date1 > date2
Decimal part based on 31 days month
For your expression use something like
=Code.MonthsBetween(Fields!date1.Value , Fields!date2.Value)
UPDATE
The following expression works in the same manner
= Cdec(
DateDiff("m", Fields!date1.Value, Fields!date2.Value)
+
Iif (
Day(Fields!date1.Value) <> Date.DaysInMonth(Year(Fields!date1.Value), Month(Fields!date1.Value)) Or
Day(Fields!date2.Value) <> Date.DaysInMonth(Year(Fields!date2.Value), Month(Fields!date2.Value)) ,
Cdec( (Day(Fields!date2.Value) - Day(Fields!date1.Value))/31),
0.0
)
)
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)
When trying to add days to a date in another column the value returns as a number, not a date.
I have tried to set the column format as the date for both columns B and C. I also tried using the DATEVALUE() function, but I don't think I used it properly.
=ARRAYFORMULA(IF(ROW(B:B)=1,"Second Notification",IF(LEN(B:B), B:B+1,)))
I want the value in column C to return as a date.
use this with TEXT formula:
={"Second Notification";
ARRAYFORMULA(IF(LEN(B2:B), TEXT(B2:B+1, "MM/dd/yyyy hh:mm:ss"), ))}
How do I dynamically calculate the Year To Date (YTD) for the current year without using a table calculation in Tableau?
I have used the below formulas to calculate YoY for the current year:
if datediff('year',[Date],TODAY())=0 then [Sales] END
For the previous year:
if datediff('year',[Date],TODAY())=1 then [Sales] END
YoY:
sum(current year)/sum(previous year)-1
create a calculated field:
[date] >= MAKEDATE(Year(today()),1,1) and
[date]<= today()
Drag this to filter and select True
It depends on what you're trying to achieve. If you want to filter dates to show only values in the current year without a table calculation, then you could create a calculated field like below and filter on the result:
if Year([Date]) = YEAR(TODAY()) then "YTD" else "Not" END