I'm trying to get SSRS to show the financial year an issue date was placed
As an example
A date showing 01/04/2018. The financial year column would return 2018
A date showing 31/03/2018. The financial year column would return 2017
SELECT
IIF(Month(rTranslog.IssueDate)<=3, Year(rTranslog.IssueDate)-1,
Year(rTranslog.IssueDate)) AS [FY}
,rTranslog.IssueDate
,rTranslog.Site
,rTranslog.NSVCode
,rProduct.LabelDescription
,rTranslog.Ward
,SUM(rTranslog.Qty) AS Quantity
,SUM(rTranslog.Cost)/100 AS CostGBP
FROM
rTranslog
INNER JOIN rProduct
ON rTranslog.NSVCode = rProduct.NSVCode
GROUP BY
rTranslog.IssueDate
,rTranslog.Site
,rTranslog.NSVCode
,rProduct.LabelDescription
,rTranslog.Ward
Any ideas?
You can use an expression in SSRS like the one below to calculate the financial year
= Iif( Month(Fields!calendardate.Value)<=3, Year(Fields!calendardate.Value)-1, Year(Fields!calendardate.Value))
For SQL:
CASE WHEN Month(rTranslog.IssueDate)<=3 THEN YEAR(rTranslog.IssueDate)-1 ELSE YEAR(rTranslog.IssueDate) END
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])
)
I have salesamount column and the saledate column in my table. so I need to calculate total sales for each month based on below calculation.
total sales for current month=sum(salesamount) as of 1st day of the next month
for example sales of December-2021 should be calculated based on the total sales as on Jan-1-2022. total sales for January should be blank until Feb-1-2022 as it should be the total sales as on feb-1-2022. I am very much confused how we can achieve this in Dax. Really appreciate your help.
If I understand your question correctly, you can use the following DAX measure:
Total Sales =
var currentDate = MAX(myTable[saleDate])
var firstOfMonth = DATE(YEAR(CALCULATE(MAX(myTable[saledate]), ALL(myTable))),
MONTH(CALCULATE(MAX(myTable[saledate]), ALL(myTable))), 1)
var result = SUM(myTable[salesamount])
Return IF(currentDate < firstOfMonth, result)
This will take the current date of the report context and compare it to the 1st of the current month. If the currentDate is less than the 1st of the current month, the result will be calculated.
If your dataset has a Date table, you can replace the 'myTable[saledate]' references with a reference to the Date column in your date table.
With some sample data, here are the results:
(I added the firstOfMonth column for demonstration purposes)
I have this query
SELECT TblSales.ProductCode, TblSales.ProductName, TblSales.QtySold, Right([Zdate],7) AS [Mn/Yr]
FROM TblSales
WHERE (((TblSales.zDate) Between [Forms]![FrmSales]![From] And [Forms]![FrmSales]![FinalTo]))
GROUP BY TblSales.ProductCode, TblSales.ProductName, TblSales.QtySold, Right([Zdate],7);
I need this result to be like these columns (ProductCode-ProductName-Sum Of QtySold in First month from the given date - Second month - Third month - and so on)
Example : If the two dates were #1-1-2018# To #31-3-2018# -These dates can be changed due to [Forms]![FrmSales]![From] And [Forms]![FrmSales]![FinalTo]-
Columns:
ProductCode -ProductName -Jan-2018 -Feb-2018- March-2018
Rows:
A1-Computer-2000-2500-3000
Previous Qty is the SumOfQtySold in every month between the two dates,Thanks in advance.
Edit #1 :
I couldn’t make a crosstab query and this message popup Crosstab Error
You can use a crosstab query to transpose row data into columns. Something like this:
PARAMETERS StartDate DateTime, EndDate DateTime;
TRANSFORM NZ(Sum(tblSales.QtySold), 0) AS SumOfQtySold
SELECT tblSales.ProductCode, tblSales.ProductName
FROM tblSales
WHERE (((tblSales.zDate) Between [StartDate] And [EndDate]))
GROUP BY tblSales.ProductCode, tblSales.ProductName
PIVOT Format([tblSales].zDate,"mmm-yyyy");
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
My client has a report that accepts a date range to get a report showing projected revenue. So, a user would enter a date range of '1/1/2015 to 1/31/2015' and the report should return data only in the range '1/1/2015 to 1/31/2015 grouped by week. I am instead for the week of 12/29/2014 (which 1/1/2015 fall into) and 2/1/2015 (which 1/31/2015 falls into). The report is intended to group by week, but I do not want days on the report that are earlier than the start date parameter or later than the end date parameter.
The sql statement for this report is:
SELECT job.job, job.status, job.customer_po, job.part_number, job.unit_price,
job.price_uofm, delivery.promiseddate, delivery.remaining_quantity, job.build_to_stock, job.description, job.make_quantity, job.pick_quantity, job.shipped_quantity, job.lead_days
FROM dbo.delivery as delivery RIGHT OUTER JOIN db.job as job on delivery.job = job.job
WHERE job.build_to_stock = 0 AND (job.status = 'active' OR job.status = 'hold' OR job.status = 'pending')
The date range is from this code and parameters:
Max – Maximum(?Date Range)
Min – Minimun(?Date Range)
Date Range - "From " & {#Min} & " to " & {#Max}
This is the group expression
Group 2 Name - GroupName ({#Adj Date 2}, "weekly") & " thru " & cdate(GroupName ({#Adj Date 2}, "weekly"))+6
This is the select expression
{#Date} = {?Date Range} and
not {Job.Build_To_Stock} and
{Job.Status} in ["Active", "Hold", "Pending"]
Do you know how I can prevent the "overflow" of dates outside of date range?
Thx
As long as you have date filtering in your record selection formula there will not be any "overflow" outside of that range. If you've got {Record.Date} in Minimum({?DateRange}) to Maximum({?DateRange}), which it sounds like you do, then your report will not contain any records outside of the parameter regardless of how you group them.
Your problem might stem from over-complicating or misinterpreting the grouping. All you need to do is group by {Record.Date} and select "Group by week" in the grouping options... you don't need any complicated formulas to break it out by week. But be aware that the way weeks are referred to is by their starting date. For example, if you had a record with a date of Feb. 19, 2015, that record would fall into the group labeled "Feb. 15, 2015" even if your {?DateRange} parameter was Feb. 18 - Feb. 15.