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)
Related
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!
There are plenty of solutions explaining how to get 1st day of the month of the current month or previous month. But I need my formula to be dynamic to factor in today's date -1 day lag.
For example, today on 8/1/2018 I do not want my parameter to display 8/1/2018, I would like it to have a 1 day lag so it is still displaying 7/1/2018.
Thank you in advance.
This expression will return the 1 of previous month
=dateadd("m",-1,dateserial(year(Today),month(Today),1))
This expression will return the 1 of current month
dateadd("m",0,dateserial(year(Today),month(Today),1))
Combining with DatePart to calculate whether current day is 1 of month then you can use SWITCH like so
=Switch(
DatePart("d",Now)= 1, dateadd("m",-1,dateserial(year(Today),month(Today),1)),
DatePart("d",Now)> 1, dateadd("m",0,dateserial(year(Today),month(Today),1))
)
Change the field's textbox properties like so
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.
I am new to crystal reports. I have a report on which there are two date fields : Benefit Start & Benefit End Dates.
I have to compare the age of the employees.
If age>65 years, Benefit Start date should be 20160101.
If age<65 years, Benefit Start date should be first day of the month effective.
eg: if the date is '09/21/2015', the output should be'09/01/2015'.
Similarly for benefit End Date,
If age<65 years, Benefit End date should be last day of the month effective.
eg: if the date is '09/02/2015', the output should be 09/30/2015.
How do I hard code the days in dates so that I get the first day & last day of the months for the two fields?
Please help me
Thanks in advance.
date(year({effectivedate})+1,1,1) -- returns Jan 1 of following year
date(year({effectivedate}),month({effectivedate}),1) -- returns first day of month for effective date
date(year(dateadd('m',1,{effectivedate})),month(dateadd('m',1,{effectivedate})),1)-1 -- returns last day of effective month
I hope... I didnt test
try this:
Start date:
DateSerial (YEAR(Cdate(datefield)),MONTH(Cdate(datefield)) ,1 );
End Date:
DateADD("d",-1,DateAdd ("m",1 ,Cdate(datefield) ))
BO Version: 12.1.0 on Infoview,
O/S: W7
I am creating a report in infoview, which is a cross-tab. I have departments on the row side and for the column I want to have all Saturday dates dynamically displayed, and this is dependent on the date prompt values I put in to the report when I run it.
So if I put in for the prompts Dec the 08th 2013 to Jan the 04th 2014 I should see 4 Saturday dates (14th/21st/28th/04th) along the column headers.
I started off using a variable and using the function relativedate, which gave me all the dates I wanted:
=RelativeDate(LastDayOfWeek([Query 1].[Episode End Date]);-1)
but because I used -1 to get the Saturday date it was giving me the Saturday before the earliest prompt date, so I was getting these dates instead:
(07th/14th/21st/28th/04th)
Is there a way I can get these dates but ignore the previous day (the 7th) before the start prompt date?
I want to have this dynamic so that if I put a date range in it shows me all the saturday dates within that range along the top of the report regardless of the date range period.
Andrew
The reason you're having trouble is that WebI (being ISO compliant) considers a week to run from Monday to Sunday, but your reporting week ends on Saturday.
So, I would approach it this way:
=RelativeDate(
LastDayOfWeek(
RelativeDate([Query 1].[Episode End Date];1)
)
;-1)
If we evaluate some dates with this logic, we'll see the desired result:
Testing 12/8 (Sunday):
Add one day = 12/9
Get Last Day Of Week = 12/15
Subtract one day = 12/14
Testing 12/12 (Thursday)
Add one day = 12/13
Get Last Day Of Week = 12/15
Subtract one day = 12/14
Testing 12/14 (Saturday)
Add one day = 12/15
Get Last Day Of Week = 12/15
Subtract one day = 12/14
I'm at home and don't have access to WebI right now, so I can't test this myself, but the logic should be sound.