We have YTD data only. I've been trying to get a MTD running across the table.
So I thought I can run a Table calculation type - "Difference From" previous month.
This works well except for the first month of the year.
Jan MTD = Jan YTD NOT Jan YTD less Dec YTD
So January numbers are never right.
Is there a way to say, If month = "Jan" don't perform the table calc?
regards
Gem
You probably have something like
ZN(SUM([YTD])) - LOOKUP(ZN(SUM([YTD])),-1)
Then, for the first entry, LOOKUP() will return null. All you need to do is to return 0 instead, using ZN()
ZN(SUM([YTD])) - ZN(LOOKUP(ZN(SUM([YTD])),-1))
In case you don't know, you need to go to Edit Table Calculation..., then Edit Formula...
EDIT: I understand you have a bigger problem, that is your rolling sum restarts every year. In that case you really need an IF statement, but it is possible to overcome your "it's not always the same starting month" problem. You just need to check if that month is the first in your list or multiple of 12:
IIF(-FIRST()%12 = 0,
ZN(SUM([YTD])),
ZN(SUM([YTD])) - LOOKUP(ZN(SUM([YTD])), -1))
You just have to understand the FIRST() function. It will return the distance from the current position to the starting position. So, if you start in February, in August First() will return -6.
And the modulo operator will guarantee you restart every 12 months
Thanks Inox.
You are correct.
However I was intending more like this:
IIF(min(month([period_date]))=1,
ZN(SUM([YTD])),
ZN(SUM([YTD])) - LOOKUP(ZN(SUM([YTD])), -1))
Since the formula is an aggregate, I had to use "min" for the date. That was my problem using the IIF function, which was not apparent in my question.
This will produce MTD beyond 1 year, When it reaches the second January, it will not subtract Dec YTD.
Only problem I have now though is, if you begin the table on a month other than January... ie Feb.
Feb MTD is not Feb YTD??
(this is another problem, my report is to produce a rolling 12 month)... ie Feb to Jan, Mar to Feb)
So far, I'm just displaying 2 years to get over this, so forcing it to start on January. Not really a solution, but it gets the information across 12 months.
Related
I have a requirement in which I have to show the data of last month of each year. So I used a max_month LOD expression which is working fine for all the years except rolling year. My rolling year ranges from Aug 2017 to July 2018. Now when I am using max_month filter for rolling year it is showing me the data of december 2017, but in actual I want to show july 2018. What will be the right approach to fix this?
I am not sure even if your formula worked, its missing basic syntax, and based on your explanation table calculation is missing the Computation logic.
Implemented the same at my end and below is the logic.
Formula to be used:
If MAX(MONTH([Order Date]))=WINDOW_MAX(MAX(MONTH([Order Date])))
THEN 'TRUE'
ELSE 'FALSE'
END
For this table calculation you need to compute along year and corresponding dimension and reset at every year (I guess you are missing this in your current logic).
Let me know how it goes
Once a week I need to run a report where I query an Access database for any product that will expire in 9 months or less. The way they want it calculated is to take the date 9 months into the future and return anything that expires at the end of that month or sooner. If it were simply 270 days or less, I'd have no problem. (I'd also have no problem if I could do it in Excel, but that's not an option for now).
I came up with a solution that works every month of the year, unless it happens to be March (more specifically between March 6th and April 5th).
< DateValue(Month(Date()+270)+1 & "/1/" & Year(Date()+270))
So basically I'm:
adding 270 days to today's date
extracting the resulting month
adding 1 to the month
putting it back together as a text string so I can use < the 1st of the following month
for the year, I'm using the year from the date +270 days so I don't end up using the current year by accident
The trouble is that for the date range above (which I unhappily discovered today), I land in December when I add 270 days, so the following month is in a different year. As a result, my report only produced items that already expired.
In other words, on March 5th, I would have needed a list of everything expiring prior to December 1, but on March 6th, I need everything before January 1 of the next year.
Is there a more effective way to do this that avoids this issue? I thought of using
You may have had DateDiff in mind, and it can be used:
Where DateDiff("m", Date(), [YourDateField]) Between 0 And 9
However, that will ignore an index you might have on [YourDateField].
This, however, will include products that expired previously in the current month.
The alternative is DateSerial as Hans showed but he forgot that in SQL Date() must be used and that only those products that will expire should be listed:
Where [YourDateField] Between Date() And DateSerial(Year(Date()), Month(Date()) + 10, 0)
Use the DateSerial Function to compute the future date you need.
Here is a demonstration in the Access Immediate window which computes the date 9 months from today:
? Date
3/6/2015
? DateSerial(Year(Date), Month(Date) + 9, Day(Date))
12/6/2015
However, as I understand your requirement, you actually want dates from that entire month. In that case you can compute the first of the month which is 10 months from today and ask for everything less than that date.
? DateSerial(Year(Date), Month(Date) + 10, 1)
1/1/2016
You can include that expression in your query like this ...
WHERE expire_date < DateSerial(Year(Date()), Month(Date()) + 10, 1)
I have a variable called sentDate which stores the month and day from Nov 27th - Dec 6th.Each day has a number of sentiment ratings that it represents therefore I need to assign unique day codes to each day so I can perform...
allSents(dayCodes==1)
So far I have managed to assign day codes using...
[a,b,dayCodes]=unique(sentDate);
[d,e,allSents]=unique(sentiment);
However the day codes take the last digit on the date e.g 27th becomes 7, 28th becomes 8, etc. I need it so the day codes start from 1 and increase for each day until the 6th of December, therefore 1-11.
Any idea on how I may do this ?
have you tried the datenum function? then subtract off whatever offset to give the appropriate start day number.
For those who may have a similar problem, by specifying stable in as a parameter e.g
[a,b,dayCodes]=unique(sentDate,'stable');
Will specify the daycodes in the same order as in sentDate.
I'm looking to get a snapshot of inventory for the latest date of each month.
I.E.
Feb 13
Jan 14
Feb 14
There are duplicate variables - i.e., "a" will be listed several times each month. I need to get a.) the sum of each month (easy), and b.) the snapshot of the last date available.
Part B.) is what I'm having trouble with. I've seen the EOM excel formula - but it requires entering (current, following month, etc.). I just want the formula to spit out the inventory Quantity for the last date of each month, without having to specify which month (current, following, etc.).
Any ideas?
Thanks!
I'm assuming that your data is structured something like this:
http://i.stack.imgur.com/mF3h0.png
If that is the case, you can use a formula like this:
=VLOOKUP(EOMONTH(A12,0),$A$2:$B$5,2,FALSE)
Where A12 is the month you want to find the answer for. So the full sheet looks like this:
http://i.stack.imgur.com/GR5ok.png
As you can see, the formula that I put into cell B12 and then just dragged down is pulling back the correct values for the end of month inventory count. Just populate column A with the month-year you are searching for.
Hope this helps!
I have a report I am trying to modify in Crystal. It has a data field that has a formula in it, but I want to use another formula.
This is an example of what I am trying to do.
[((# Days in January) – 15) x (Market Rent/(# Days in January))]
+ [((# Days in February) – 0) x (Market Rent/(# Days in February))]
+ [14 x (Market Rent/(# Days in March))]
I have ADO commands built out for the market rent, and a start date and end date. The months in my example are just that an example. I am not sure how to take my ADO command dates that are entered in on a filter page, and put them in a formula like the one above. Any ideas?
Also, in the first and last para. the -15 and the 14 are for a date in the middle of the month. So if the start date was on the 15th of Jan, and the End date was the 15th of march. This formula would calculate my loss of rent during vacancy.
If I'm reading your question correctly, you want to take a date field and find out how to measure the number of days in that month, the month before it, and the month after it. Here's some Crystal formulas to help you out. Let's assume your date field is called {#DateFld}:
To find the number of days in a particular month relative to a particular date, try this:
local datevar X:=cdate(dateadd("m",0,{#DateFld}));
datediff(
"d",
date(year(X),month(X),1),
date(year(X),month(X)+1,1)
)
I recommend you copy & paste this in 3 different formulas:
- In the 1st formula, replace the "0" with a -1 to get the number of days in the previous month.
- In the 2nd formula, don't change anything. That'll get you the number of days in the current month (i.e. the month that {#DateFld} is in)
- In the 3rd formula, replace the "0" with a +1 to get the number of days in the next month.
For example, if {#DateFld} is March 10th, 2011, the 1st formula will give you 28, the 2nd will give you 31, and the 3rd will give you 30.