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!
Related
]Difference and percent Difference must be calculated.
I cannot do Apr20-MAy20 because it is not always the same. I need to show the current month and previous month
So I did a relative filter to just show the current month and previous month.
So the difference of two columns should automatically change when the month changes.
Now how do I get the same month of prior year, how do I filter ?
I also need to calculate the difference of current year same month and previous year same month.
Thank you in advance for any help!
When I do table across difference, the difference value is overwriting the existing May and Apr month values as the below screen shot, how to show the difference in another column
Currently:
Below is Expected:
Sounds like you should create a custom filter for the dates. You want:
This month this year
This month last year
Last month this year
There are a number of ways you could do this. I'll give one example and will assume there aren't any future dates in your data set.
[DateFilter]: DATETRUNC('month',[YourDateField])>=DATETRUNC('month',DATEADD('month',-1,TODAY())) OR DATETRUNC('month',[YourDateField])=DATETRUNC('month',DATEADD('year',-1,TODAY()))
Put the to the filters shelf, set to True, and it should keep the months you want.
Then you can just use the standard table calculations to calculate Difference and Percent Difference.
Note, the formula isn't tested, just typed directly into here, let me know if it doesn't work
Based on your comments look at creating separate calculations for to YoY / MoM / etc calculation. That also means creating calculated fields to isolate the Current Month, Previous Month, etc.
For example, the current month:
[isCM]: DATETRUNC('month',[YourDateField]) = DATETRUNC('month',TODAY())
The previous month:
[isPM]: DATETRUNC('month',[YourDateField]) = DATETRUNC('month',DATEADD('month',-1,TODAY()))
Then month on month, something like:
[MoM]: (SUM([Measure])*INT([isCM]))/(SUM([Measure])*INT([isPM]))
To make your table check this article about using the placeholder technique to create tables in Tableau
I am trying to come up with a simple formula that I can extend infinitely to show me a list of dates that is separated by 2 weeks (14 days) and also includes the first of the month. The 2 weeks part is easy to accomplish with:
=A2+14
Where A2 has a date in the field to start the calculations. Then I can extend that down the column to have:
=A3+14
=A4+14
And so on... The hard part is, I also want to include the first of each month. So the list should include every other Friday and the first of the month dynamically. So the results would be like this:
2/28/2020
3/01/2020
3/13/2020
3/27/2020
4/01/2020
4/10/2020
As you can see from this list, it looks at every other Friday AND the first of the month is included in the results. I tried something like this:
=IF(MONTH(A3+14)>MONTH(A3),eomonth(A3+14,-1)+1,A2+14)
The issue from this one is that if the first of the month condition gets selected, the next date is 14 days AFTER the first of the month. It should be 14 days after the previous Friday.
try:
=ARRAYFORMULA(SORT(UNIQUE({
EOMONTH(ROW(INDIRECT(C1&":"&C2)), 0)+1;
FILTER(ROW(INDIRECT(C1&":"&C2)),
MOD(ROW(INDIRECT("A1:A"&DAYS(C2, C1)+1)), 14)=0)+1})))
What I see over the internet is just counting how many days occur whenever you input the day of the week you need. Like between May 1 to May 31, how many mondays are there in it. What I need is to display the dates where it is monday between two given dates. I don't have any code for this now since I don't really know where to start as I've scanned already the MySQL docu but I haven't seen anything useful besides
WEEKDAY('1998-02-03 22:23:00')
or
DAYOFWEEK('1998-02-03')
which shows the day index of a certain date. (but this time, of course, I don't know which dates fall on Mondays., i need the reverse thing)
I need is when I need mondays and tuesdays in february, it will return the following:
2015-02-02
2015-02-03
2015-02-09
2015-02-10
2015-02-16
2015-02-17
2015-02-23
2015-02-24
I dont have any code to display since my progresses in mysql on our proj isn't directly related to this one I'm needing. This is another independent mysql query of our proj I'm trying to get done..
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.
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.