Qlikview Automate past 12 months selection - date

I have a combo chart which shows the average days it took for a person to pay their bill.
The Dimension of the Chart is = [Pay Month Year last 12 months]
There are no Dimension limits
There is 1 expression which is called Average and its definition is:
avg({< InvoicefromSqlType = {'Invoices'},[Is Invoice Paid] = {'Y'},[Is Positive Amount] = {'Y'},[Is Paid last 12 months] = {'Y'},DueGroups=,[Pay Month Year last 12 months]=>}[Days to Pay])`
Its is sorted by expression, which is [Pay Month Year last 12 months]
Now the above fields are built up like this:
[Pay Month Year last 12 months]
If([Pay Date] >= '$(vPeriodS12)',[Pay Month year]) as [Pay Month Year last 12 months],
PayLoadOrder:
Load * Inline [Pay Month Year last 12 months
May-2014
Jun-2014
Jul-2014
Aug-2014
Sep-2014
Oct-2014
Nov-2014
Dec-2014
Jan-2015
Feb-2015
Mar-2015
Apr-2015
May-2015
];
Now what is happening is every month when it reaches the end, the next month is needing to be manually added and the first month removed (e.g. in the above I would delete the line May-2014 and at the end add the line Jun-2015)
Also if there are months defined which there is no data for yet i.e. you have Jun-2015 hard coded and the current month this May-2015 then Jun-2015 will show data from 2014 and the order of the months will get mixed up.
What I want to do is completely remove the need to hard code the months above and have this done its self.
If there are any more information you need let me know

Instead of using a "sort order" table that you may have to manually update, it may be worth doing the following:
Create a new field derived from [Pay Date] that returns a month and year that you can sort. For example:
dual(date(makedate(year([Pay Date]),num(month([Pay Date]))),'MMM-yyyy'),
year([Pay Date]) * 100 + num(month([Pay Date]))) as PayMonthYear
Here, the dual function allows you to associate a different representation of a field value to its underlying value. For example, here we set the underlying data to be the year of [Pay Date] added to the month, but state that it should be displayed as MMM-yyyy. For example, internally, QV still sees the value 201502, but displays it as Feb-2015. This means you can sort it correctly based on its underlying value.
Using dual is a big topic, please consult the built-in help for QV for more information.
Change your chart dimension from [Pay Month Year last 12 months] to use PayMonthYear and set the sort to ascending. This would then mean that your months would be sorted correctly, even if a new month was added.
Remove table PayLoadOrder from your script.
Alternative Method
An alternative would be to use a calendar table which joins on your Pay Date field. This would achieve the same thing, however, you could also integrate your "year to date" indicator into the calendar as well and remove it from your main table. An example I quickly threw together is shown below:
MinMax:
LOAD
Max([Pay Date]) AS MaxDate,
Min([Pay Date]) AS MinDate
RESIDENT MyData;
LET varMinDate = Num(Peek('MinDate',0,'MinMax')); // 0 is first record
LET varMaxDate = Num(Peek('MaxDate',-1,'MinMax')); // -1 is last record
LET varToday = Num(Today());
MasterCalendar:
LOAD
monthstart([Pay Date]) >= monthstart(AddMonths(Today(),-12)) as PaidInLast12MonthsFlag,
dual(date(makedate(year([Pay Date]),num(month([Pay Date]))),'MMM-yyyy'),year([Pay Date]) * 100 + num(month([Pay Date]))) as PayMonthYear
[Pay Date];
LOAD
date($(varMinDate) + RecNo() - 1,'DD/MM/YYYY') as [Pay Date]
AUTOGENERATE num($(varMaxDate)) - num($(varMinDate)) + 1;
DROP TABLE MinMax;
So, in the above, the field PaidInLast12MonthsFlag is equal to -1 if the value of the [Pay Date] field occurs in the last 12 months, 0 otherwise. You could use this in your set analysis expression as a filter. Furthermore, you can use PayMonthYear as your chart dimension.

Related

Calculate a Reference Date in DAX

Trying to nail down the syntax for a pretty straightforward problem.
I have a table called Events and a full-feature DATES table with a relationship between the Dates[Date] field.
Using the event name as a slicer, I trying to create a [First Monday] measure that will return the date of the first Monday of the month.
So for example, if my event date was 2/14/19, [First Monday] would return 2/4/19.
Your Date table needs to contain 2 columns:
Year-Month: for example, "2018-01"
Weekday Number: for example, 1 (for Monday); or Weekday Name (i.e, "Monday")
Then:
First Monday =
CALCULATE( MIN('Date'[Date]),
ALL('Date'),
VALUES('Date'[Year-Month]),
'Date'[Weekday Name] = "Monday")
How it works:
First, we need to access all dates in the Date table, so we use ALL()
Second, we need to see only dates for the current context year and month, for which we can use VALUES()
Third, for each month we only want Mondays, hence Date[Weekday] = "Monday"
All this unfiltering/filtering generates a set of Mondays for the Year-Month visible in the current filter context. All we need to do now is to find the earliest of the Mondays using Min(Date).

How to Create Calculated field for last 7 days sales

I am trying to create one calculated field for last 7 days and want to display same info for like total order value,Total orders, Total Ordering retailers
My Formula for Calculated Field
IF ATTR([CreatedDate])>=TOTAL(MAX([CreatedDate]))-6 THEN
SUM([OrderAmount])
END
Create a new calculated field called [Day Index] that indexes your date field by day:
DATEDIFF('day', [Date], today())
Then a new field per measure to get the value for the last 7 days:
IF [Day Index] <= 6 THEN [Total Orders] END
The 6 assures you data source includes the current day also, if it doesn't then you may want to adjust this to 7.
create calculation :
[order Date] >= (TODAY()-7)
drag this calculation into filter and select TRUE

Qlikview - arrayList

i need to calculate difference between two date excluding sunday. I have table with dates and i need to calculate number of dates of repeated days from last date.
if i have dates like that
27-05-2017
29-05-2017
30-05-2017
I use this code in script
date(max(Date)) as dateMax,
date(min(Date)) as dateMin
And i get min date = 27-05-2017 and max date = 30-05-2017 then i use in expressions
=floor(((dateMax - dateMin)+1)/7)*6 + mod((dateMax - dateMin)+1,7)
+ if(Weekday(dateMin) + mod((dateMax - dateMin)+1,7) < 7, 0, -1)
And get result 3 days. Thats OK, but the problem is if I have next dates:
10-05-2017
11-05-2017
27-05-2017
29-05-2017
30-05-2017
When use previously code I get min date = 10-05-2017 and max date = 30-05-2017 and result 18, but this is not OK.
I need to count only dates from
27-05-2017
29-05-2017
30-05-2017
I need to get max date and go throw loop repeated dates and if have brake to see is that date sunday if yes then step that date and continue to count repeated dates and if i again have break and if not sunday than close loop and remember number of days.
In my case instead of 18 days i need to get 3 days.
Any idea?
I'd recommend you creating a master calendar in the script where you can apply weights or any other rule to your days. Then in your table or app you can just loop through the dates or perform operations and sum their weights (0: if sunday, 1: if not). Let's see an example:
// In this case I'll do a master calendar of the present year
LET vMinDate = Num(MakeDate(year(today()),1,1));
LET vMaxDate = Num(MakeDate(year(today()),12,31));
Calendar_tmp:
LOAD
$(vMinDate) + Iterno() - 1 as Num,
Date($(vMinDate) + Iterno() - 1) as Date_tmp
AUTOGENERATE 1 WHILE $(vMinDate) + Iterno() - 1 <= $(vMaxDate);
Master_Calendar:
LOAD
Date_tmp AS Date,
Week(Date_tmp) as Week,
Year(Date_tmp) as Year,
Capitalize(Month(Date_tmp)) as Month,
Day(Date_tmp) as Day,
WeekDay(Date_tmp) as WeekDay,
if(WeekDay = '7',0,1) as DayWeight //HERE IS WHERE YOU COULD DEFINE A VARIABLE TO DIRECTLY COUNT THE DAY IF IT IS NOT SUNDAY
'T' & ceil(num(Month(Date_tmp))/3) as Quarter,
'T' & ceil(num(Month(Date_tmp))/3) & '-' & right(year(Date_tmp),2) as QuarterYear,
date(monthStart(Date_tmp),'MMMM-YYYY') as MonthYear,
date(monthstart(Date_tmp),'MMM-YY') as MonthYear2
RESIDENT Calendar_tmp
ORDER BY Date_tmp ASC;
DROP Table Calendar_tmp;

Using a single Calculated field , can I get the number of weekdays calculated from the current month in Tableau?

I have a requirement to do % of (Workdays till date) / (Total Workdays of the month). How can I create a "Calculated field" for this logic. I don't need to consider holidays or any sort. Any help is highly appreciated.
A quick google search turned up this:
http://kb.tableau.com/articles/knowledgebase/calculating-the-number-of-business-days
In the Calculated Field dialog box, do the following and then click
OK: Name the calculated field. In the example workbook, the calculated
field is named Number of Weekdays. In the formula field, create a
calculated field similar to the following:
DATEDIFF("weekday", [Start Date], [End Date])
- 2 * (DATEPART('week', [End Date]) -DATEPART('week', [Start Date]))
+ (IF DATENAME('weekday',[End Date]) = 'Saturday' OR DATENAME('weekday',[Start Date]) = 'Sunday'
THEN 0 ELSE 1 END)
In your example you take the difference between the first and the last of a month and calculate the working days by subtracting 2 * [number of weeks] for the weekends. Once you have that value you can easily create the ratio you wanted.

Check if the difference between dates is exactly 'n' months in expression SSRS

In my quarterly report Im trying to validate the two parameters StartDate and EndDate.
I first check if the difference between the dates is 2 months:
Switch(DateDiff(
DateInterval.Month, Parameters!StartDate.Value, Parameters!EndDate.Value) <> 2,
"Error message")
Then I try to add whether the StartDate is the first day of month AND EndDate is last day of month:
And (Day(Parameters!StartDate.Value) <> 1
And Day(DATEADD(DateInterval.Day,1,Parameters!EndDate.Value)))
So the whole expression looks like this:
Switch(DateDiff(DateInterval.Month, Parameters!StartDate.Value, Parameters!EndDate.Value) <> 2
And
Parameters!IsQuarterly.Value = true
And
Day(Parameters!StartDate.Value) <> 1
And
Day(DATEADD(DateInterval.Day,1,Parameters!EndDate.Value))<>1),
"Error: Quarterly report must include 3 months")
But It works wrong when the difference between dates is still 2 months, but StartDate and EndDate are not first and last day of the whole period.
I'd appreciate any help :)
I would say just change the implementation Add another two Parameter With Quarter and Year
Quarter like Q1,Q2,Q3 & Q4 with Value 1,2,3 & 4 respectively and year 2012,2013,2014 & so on
Now based on the parameter selected Qtr & Year set Default value of start & End Date
=DateSerial(Parameters!Year.Value), (3*Parameters!Qtr.Value)-2, 1) --First day of Quarter
=DateAdd("d",-1,DateAdd("q",1,Parameters!Year.Value, (3*Parameters!Qtr.Value)-2, 1))) --Last day of quarter
Doing this no need to do any validation bcz its always get the correct Date Difference.
Other Reference
First day of current quarter
=DateSerial(Year(Now()), (3*DatePart("q",Now()))-2, 1)
Last day of current quarter
=DateAdd("d",-1,DateAdd("q",1,DateSerial(Year(Now()), (3*DatePart("q",Now()))-2, 1)))