Quite new to this area so apologies if at all I sound vague. I am trying to create date parameters in SSRS for CRM Dynamics2016.
Objective: To create a drop down containing: Last Year, Last Month, Fiscal Year, Year to Date and use them to filter field: Start Date in a table called Notification and return results
What I have tried before:
Created view with period (this will be like the field label), Begin Date and End Date but I soon realised that CRMDynamics online don't like sql anymore and that they are now more in line with fetchXML
My question is: Is there a way to pass the above mentioned date parameters in SSRS other than what I tried before?
Thanks a ton in advance for all your help!!
Cheers
Salman
The only way to achieve what you are trying to achieve is to dynamically calculate the date range parameters as all of your filter conditions can be broken down to date ranges.
Create a regular SSRS drop down parameter (Name - "DateRange") with all the possible filter conditions LastYear, LastMonth, FiscalYear, YearToDate with the same label and values
Add additional parameters StartDateOnOrAfter and StartDateOnOrBefore, for each specify the "Default Values" as "Specify Values" and use the expression to calculate your parameters, for example:
For parameter - FiscalYear - StartDateOnOrAfter - 01/01/currentyear, StartDateOnOrBefore - 12/31/currentyear
For parameter - LastMonth - StartDateOnOrAfter - Compute 1 day last month, StartDateOnOrBefore - Compute last day last month
... so on and so forth.
Related
I am very new to Azure Data Factory. I have created a simple Pipeline using the same source and target table. The pipeline is supposed to take the date column from the source table, apply an expression to the column date (datatype date as shown in the schema below) in the source table, and it is supposed to either load 1 if the date is within the last 7 days or 0 otherwise in the column last_7_days (as in schema).
The schema for both source and target tables look like this:
Now, I am facing a challenge to write an expression in the component DerivedColumn. I have managed to find out the date which is 7 days ago with the expression: .
In summary, the idea is to load last_7_days column in target Table with value '1' if date >= current date - interval 7 day and date <= current date like in SQL.I would be very grateful, if anyone could help me with any tips and suggestions. If you require further information, please let me know.
Just for more information: source/target table column date is static with 10 years of date from 2020 till 2030 in yyyy-mm-dd format. ETL should run everyday and only put value 1 to the last 7 days: column last_7_days looking back from current date. Other entries must recieve value 0.
You currently use the expression bellow:
case ( date == currentDate(),1, date >= subDays(currentDate(),7),1, date <subDays(currentDate(),7,0, date > currentDate(),0)
If we were you, we will also choose case() function to build the expression.
About you question in comment, I'm afraid no, there isn't an another elegant way for. To achieve our request, Data Flow expression can be complex. It may be comprised with many functions. case() function is the best one for you.
It's very clear and easy to understand.
Power BI novice here. I have multiple reports which require date filtering by week. I can sometimes get the data to display with my Week column using dates from a column in the same table.
I thought building a Week column based on the date column would result in an easy to use visual. The week column is calculated by:
WeekYear = IF(
FORMAT(WEEKNUM(START.[Date],1)-1,"00"="00",
"Wk53-" & YEAR(START.[Date])-1,
"Wk" & FORMAT(WEEKNUM(START.[Date],1)-1,"00") & "-" & YEAR(START.[Date]))
This results in an x-axis displaying weeks in this format: Wk52-2019. If the underlying data of column STARTis in the proper datetime format, what could be the issue?
I noticed data on the visual which is not filtered for a date range display without issue. Trying to filter with DATESINPERIOD or other DAX date filters caused calculated measures to not display or break the model. I know a lot of references state having a separate calendar table is critical and I suppose I don't fully understand. Thanks in advance.
If you are trying to create the week in date format, then you can use the following calculation:
Week = Table[Start] - WEEKDAY(Table[Start],2)+1
This returns the Monday date of the week, if you want other days you can adjust the calculation accordingly.
If this is not what you are looking for, then you might have to clarify your requirements a bit more.
I'm searching for a way to have month selection and that will serve as startdate and enddate for the date filtering.
I'm building a monthly report on quicksight, I try to use the last 31 days but that give information of multiple months
I already create date picker for those parameters but didn't find any way to limit the value to be the complete month only.
Example : if select the 12 september I desire to get the September values only (from the 1er to the 31th)
Any advice is welcome
Thanks for your help
First, add a new date filter (if you want, e.g., today to be the default you'll need to add a dynamic default against a data set that returns today)
Add a new control (I found naming this to be difficult, perhaps you're better at picking names than I am)
Add a new calculated field that returns 1 if the truncDate of your date field and the truncDate of your parameter are equal, otherwise return 0
ifelse(
truncDate("MM", {date}) = truncDate("MM", ${InMonth}),
1,
0
)
Finally, add a filter that checks where your calculated field is 1 and apply it to all visuals
I'm attempting to make the parameters for a Crystal Report more user-friendly for a client, who has requested that they be able to have the default values for a Start and End date parameter be the first and last day of the previous month.
I know how to use either a formula in CR or a stored procedure to produce these values, but I want to know if a variable can be used in the 'Default Value' setting for a parameter, or if it only allows for static entries. Does anyone know? Right now the user can set the date parameters to null and the stored procedure generates the data for the previous month on its own, but I thought it'd be nice if the date parameters actually displayed the dates that were being used as defaults. Thanks in advance!
You can do it, Try below process:
Create a parameter ?date with String datatype and take static and write two default strings as below:
First day of previous month
Last day of Previous month
Now go to record selection formula and write below code:
if ({?date}="First day of previous month") then
table.date=DateSerial(year(currentdate),Month(Currentdate)-1,1)
else if ({?date}="Last day of previous month")
then
table.date=Cdate(DateAdd("d",-1,DateSerial(year(currentdate),Month(Currentdate),1)))
I've been looking into making a date selector so instead of filtering by Month, Week by adding filters then displaying the quick filters to correspond. I want to be able to dynamically change the date so I can choose between Quarter, Month and Week in a single drop down.
I have made the selector part no problem it shows but when I come to my calculated field, it's not behaving how I would like.
Here is my calculated field:
CASE [Parameters].[Date Select]
WHEN 'Quarter' THEN QUARTER([Date])
WHEN 'Month' THEN MONTH([Date])
WHEN 'Week' THEN WEEK([Date])
END
This gives 2 errors...
Unknown Function QUARTER called
Unknown Function WEEK called
I am puzzled because the month one is fine.
Normally in tableau to get the month/quarter/week, I click on the Date dimension and select Month or week and it filters and displays like so: MONTH(Date).
Can anyone tell me where I'm going wrong and how I can pull the week and quarter from date in the calculated field so my selector will work.
Thanks.
There are no QUARTER and WEEK functions in Tableau, as you can see in the image below.
What you should be using to get these values are:
DATEPART('quarter',[Date])
DATEPART('week',[Date])
For filtering the date using your parameter as filter, I'll assume that you want to filter the current quarter, month or week. In this case you'll need to setup your paramaters like this:
Then you'll create a Calculated Field with the following formula:
DATEPART([Date Selector],[Date]) = DATEPART([Date Selector],TODAY())
This should give you a True/False dimension which you will use as filter for the value True. After that you should have a working parameter filtering your data accordingly to the value set.