I have a SSRS report that has typical Start Date / End Date parameters that will filter out Sales Order information based on the OrderDate field. With this report, I have a subreport. This subrebort is basically nothing more than an aggregation of the same info, by month. This aggregate information should be from the first day of the month, one year prior, through the last day of the End Date's parameters month. This does not take the main subreports Start Date parameter into consideration at all.
This is where it gets a little tricky. For example, lets say I made the start date / end date parameters on my main report:
10/15/2016 - 11/15/2016
(just remember, for this purpose, the start date is irrelevant)
I would want the subreport to show the sales totals, per month, for the ENTIRE month of December 2015 through the ENTIRE month of November 2016, even though my end date was 11/15/2016.
If I were to put in those same dates for my parameters in the report right now, for the aggregation of December 2015, I would only get sales from the 15th through the 31st. Currently I have my subreport to filter on the OrderDate by:
Fields!OrderDate.Value>= DateAdd(DateInterval.Month, -12,Parameters!EndDate.Value)
I know that this filter is not currently set up to have an end date for the parameter, just a greater than argument, which is wrong since I want the 12 month history to stop at the last day of the month for the month of my End Date parameter, but I don't know how to make that happen either.
I hope I have explained this well. Any help on this would be greatly appreciated.
You can set a filter to get only dates between a specific range in your subreport dataset, tablix and some visualizations:
In DataSet properties or Tablix Properties in the Filter tab use these settings:
In the Value textboxes you should use the expressions to calculate your date range.
StartDate
=DateSerial(Parameters!EndDate.Value.Year-1,Parameters!EndDate.Value.Month,1).AddMonths(1)
EndDate
=DateSerial(
Parameters!EndDate.Value.Year,Parameters!EndDate.Value.Month,1).AddMonths(1).AddDays(-1)
It should filter your data from 12/01/2015 to 11/30/2016 if your EndDate parameter is set to 11/15/2016
Let me know if this helps.
Related
I created a report that calculated how many days it took a person to complete a task (datediff) and then calculated the avg. number of days it took a group of people to complete the same task (by summing the datediff and then inserting an "avg." function). The time frame used was set by using a "Start date" and "End date" parameter field.
Now, the end user is asking, "how does that average compare to last year?"
I gave a quick answer by creating a Cross tab where I made the "Start date" 01/01/2018 and the end date 12/09/2019 and then grouped by Year in the columns. That is not an exact year-to-year comparison since this is all of 2018 compared to YTD 2019.
I know there is a better way to do this. Any help is appreciated!
Each task has a unique ID, a start date, and an end date
Try using a subreport that shows the same summary data as the primary report, but for a modified set of Start and End Dates. Link the subreport using both Start Date and End Date, but subtract one year from each value. This will allow your primary report to show data for 1-1-2019 through 12-09-2019 and the subreport will show 1-1-2018 through 12-09-2018.
Here is the formula to subtract 1 year from a date.
DateAdd("yyyy", -1, {#StartDate})
You can use this formula in your selection criteria for the subreport or you can create a formula field in the subreport as well, then use that formula field in the selection criteria.
I have a data set spanning 2 years and is updated daily, created a dashboard to give a view of incidents by date group. I have created a parameter using date trunc for Day/Week/Month/Quarter/Year. This is in Tableau.
I am trying to get the parameter to show a Week to date, Month to date and so on view. IE if on Weds 15th Dec I selected the weekly view, it would only show data for every week in the data set for Sat-Weds (My weeks go Sat-Fri) or the monthly view every month between 1st-15th
Ideally I am wanting this as a simple parameter for a drop down menu, I can do the week to date stuff as a rolling sum restarting every week in a separate table, but for ease I just need a date group function that will allow to do this.
Any suggestions would be appreciated.
Cheers
Pete
The solution is 5 parts:
Date Part Parameter
Max date [Max Date]
Dynamic date part of the Max date [Dynamic Date Part Max]
Dynamic date part of the historical dates [Dynamic Date Part]
Filter those date parts <= the Max date [Dynamic Date - Lass than Max]
Date Part Parameter
Max Date
This is the calculation you'd use with your dataset to find the max date.
{ MAX([Order Date]) }
In order to create a good example, I'm going to set my Max date to a specific date the falls in the middle of a week, in the middle of a month and middle of the year. I'm going use June 13th, 2018 as my Max Date.
So, if you want to follow along you can use the below date as your max date. You can also use this data set if you'd like.
DATE(#2018-06-13#)
Dynamic date part of the Max date
DATEPART([Select Date Part], [Max Date])
Dynamic date part of the Historical dates
DATEPART([Select Date Part], [Order Date])
Filter on Historical dates parts <= the Max Date
[Dynamic Date Part] <= [Dynamic Date Part Max]
Now that we have all the pieces we need let's check to make sure they are working as we would expect.
Looks like we're seeing all the days of the month that are <= the 13th.
When we change it to Day of the Week we see only the days of the week <= the 4th day of the week which is Wednesday when the week starts on Saturday.
Now let's calculate the running sum of sales along our dynamic date part to better help you with your example.
Drag the measure you want to calculate the running sum onto the label, then create a quick table calculation. We'll next need to edit this table calculation as so.
You'll then see your calculation working as you would expect.
Hope this was helpful. Happy vizzing!
I am trying to compare yesterday's data to the same day the year before. For example, yesterday is 11 November 2018. I want to compare to 12 November 2017 (same day but the year before). I am wanting this to be applied automatically on the filter so all I need to do is open the file and verify the numbers are correct before sending off the report.
Any help would be appreciated.
Thanks
There are many Tableau functions that manipulate dates. A couple in particular are relevant to your problem:
Today() - returns the current date
DateAdd() - adds or subtracts an interval from a date. For instance, DateAdd('year', Today(), -1) gives the date one year prior to today. The first argument to DateAdd is the level of granularity or date part.
DateDiff() - determines the difference of the interval between two dates. DateDiff('day', [Start Date], [End Date]) returns the number of days separating the two date arguments.
The functions are well documented in the online help. Construct the formulas you need and filter accordingly.
Isolate yesterday's date as its own field. For instance if that is the max date in your data, then {max([Date])} would create an LOD of the maximum date.
Then make a calculation that will display the same date last year:
year([Date]) = year([max_date])-1
and datepart('week',[Date]) = datepart('week',[max_date])
and datepart('weekday',[Date]) = datepart('weekday',[max_date])
In any time series chart, it looks like Tableau defaults to the first day of the month on the tick marks.
Is there a way for Tableau to show the last day of the month instead?
You can sort of force it by going into "Edit Axis", starting it on a month end, and 1 as the monthly interval. However, this is not a dynamic process and would require that I update this every time I had new data.
Anyone have any ideas? Thank you!
If in your data series you want each data point to represent the whole month, and you just want to label it with the last date of that month, then this workaround might work:
use calculated field to coerce all dates in the month to the last date of that month: DATEADD('day',-1,DATEADD('month',1,DATETRUNC('month',[Order Date])))
use this field as date in your time series
use 'More -> Custom -> Month / Day /Year' as display option for this field
Could some one please help me to mention First working day date and Last working Day Date of last month in Crystal Repoerts (8.5),
I need to use last month's first and last business day date for monthly report generation on first working day of the month.
In record selection I would like to give condition on value date, so that records will be only from earlier month.
For example if today is 1st jul 2014 (01-07-2014) then i shall get formula in record selection on Value date (say field is Value_Date) as,
first day of earlier month: 02-06-2014
last day of earlier month: 30-06-2014
Assuming Value_Date is a Date Field try belwo formula in Record Selection.
Value_Date>=DateSerial(Year(currentdate),Month(currentdate)-1,1) and
Value_Date<DateSerial(Year(currentdate),Month(currentdate),1)
Try this
if DayOfWeek(DateSerial(Year(currentdate),Month(currentdate),1),1) =1
then DateSerial(Year(currentdate),Month(currentdate),1+1)
else if DayOfWeek(DateSerial(Year(currentdate),Month(currentdate),1),1) = 7
then DateSerial(Year(currentdate),Month(currentdate),1+2)
else
DateSerial(Year(currentdate),Month(currentdate),1)