I'm currently building reports using Reporting Services (and MDX language).
I get a date thanks to a parameter:
MEMBER [Measures].[retail sales amount] AS (
STRTOMEMBER(#TimecalendarTimecalendarmonthhierarchy)
, [Measures].[Retail sales amount invoiced including tax])
STRTOMEMBER(#TimecalendarTimecalendarmonthhierarchy) could be something like that [Time calendar].[Time calendar month hierarchy].[Time calendar date].&[2011-03-18T00:00:00]
I would like to only get the month of this parameter. When I use:
MTD([Time calendar].[Time calendar month hierarchy].[Time calendar date].&[2011-03-18T00:00:00]
, [Measures].[Retail sales amount invoiced including tax])
it works fine but that's not the case for
MTD(STRTOMEMBER(#TimecalendarTimecalendarmonthhierarchy)
, [Measures].[Retail sales amount invoiced including tax])
Try :
MTD( STRTOMEMBER(#TimecalendarTimecalendarmonthhierarchy) ) * {[Measures].[Retail sales amount invoiced including tax]}
If it does not work, what is the result of :
STRTOMEMBER(#TimecalendarTimecalendarmonthhierarchy).name
MTD will give you the set of dates from the first date of the month to the date specified. If you want to get the month, you can either use ANCESTOR or PARENT. Parent will work if Month is directly above Date in your hierarchy. The difference between SUM(MTD(date), measure) and (date.parent, measure) is obvious when you think about previous months - if you go to a month which is in the past MTD will give you partial results as opposed to the month member itself (for dates other than the last date of the month).
StrToMember essentially translates a string to a member expression in MDX. There is no difference (functionally) between writing:
([Time].[Month].&[201001], [Measures].[SomeMeasure])
and
(StrToMember("[Time].[Month].&[201001]"), [Measures].[SomeMeasure])
It would be interesting to hear what exactly the error is when you execute your non-working expression in order to debug.
If you just want to get the month amount for the measure, you should write:
(StrToMember(#param).Parent, [Measures].[Retail sales amount...])
or (if you have more levels in between):
(Ancestor(StrToMember(#param),
[Time calendar].[<hierarchy>].[<month level>]),
[Measures].[Retail sales amount...])
Also, when using MTD you want to write:
SUM(MTD(<date member>), [Measure].[Some Measure])
instead of
MTD(<date member>, [Measure].[Some Measure])
have a look at BOL's definition of MTD
Related
I am trying to create a report that shows total sales for the previous financial year (March-April), the current financial ytd, and the previous month in powerbi. I do not want to include any date attributes in the report or place any date filters on the report.
The 2 measures below are working as expected, but I am running into issues when trying to calculate for the previous month.
This Year = CALCULATE('Fact InvoiceLine'[Total Fare Currency],
DATESYTD(ENDOFYEAR(dateadd('Date'[Date], -2,Year),"3/31"),"3/31"))
Previous Year = CALCULATE('Fact InvoiceLine'[Total Fare Currency],
DATESYTD(ENDOFYEAR(dateadd('Date'[Date], -3,Year),"3/31"),"3/31"))
The closest I have been able to get, though it's still far from what I need.... is this,
Last Month = CALCULATE('Fact InvoiceLine'[Total Fare Currency],
DATESMTD(ENDOFMONTH(dateadd('Date'[Date], -2,YEAR))))
which goes back 11 calendar months, but what I need is to see the total for 1 calendar month. Using PREVIOUSMONTH does not work either, as that requires either a date filter or date value in the report.
Last Month =
CALCULATE([Total Fare Currency],
FILTER(ALL('Date'),'Date'[Date] >= EOMONTH(TODAY(),-2)+1),
FILTER(ALL('Date'),'Date'[Date] <= EOMONTH(TODAY(),-1))
)
I have a very Basic flat file with Sales by date and product names. I need to create a field for First sales day where sales are greater than 100 units.
I tried {FIXED [Style Code]: MIN([Prod Cal Activity Date])} but that just gives me the first day in the data the Style code Exists
I also tried IF ([Net Sales Units]>200) THEN {FIXED [Style Code]: MIN([Prod Cal Activity Date])}END but that also gives me the first day in the data the Style code Exists
DATA EXISTS PRIOR TO SALES DATE
You can use the following calculation:
MIN(IF([Net Sales Units]>100) THEN [Prod Cal Activity Date] ELSE #2100-01-01# END)
The IF([Net Sales Units]>100) THEN [Prod Cal Activity Date] ELSE #2100-01-01# END part of the calculation converts the date into a very high value (year 2100 in the example) for all the cases where the sales was more than 100 units. Once this is done, you can simply take a minimum of the calculated date to get the desired result. If you need this by style code, then you can add a fixed function in the beginning.
A few ways to simplify further if you like. They don't change the meaning.
You don't need parenthesis around boolean expressions as you would in C.
You can eliminate the ELSE clause altogether. The if expression will default to null in cases where the condition was false. Aggregation functions like MIN(), MAX(), SUM() etc silently ignore nulls, so you don't have to come up with some default future date.
So MIN(IF [Net Sales Units] > 100 THEN [Prod Cal Activity Date] END is exactly equivalent, just a few less characters to read.
The next possible twist has a bit of analytic value beyond just saving keystrokes.
You don't need to hard code the choice of aggregation function into the calculation. You could instead name your calculated field something like High Sales Activity Date defined as just
if [Net Sales Units] > 100 then [Prod Cal Activity Date] end
This field just holds the date for records with high sales, and is null for records with low sales. But by leaving the aggregation function out of the calculation, you have more flexibility to use it in different ways. For example, you could
Calculate the earliest (i.e. Min) high sales date as requested originally
Calculate the latest high sales date using Max
Filter to only dates with high sales by filtering special non-null values
Calculate the number of high sales dates using COUNTD
Simple little filtering calculations like this can be very useful - so called because of the embedded if statement effectively filters out values that don't match the condition. There are still null values for the other records, but since aggregation functions ignore nulls, you can think of them as effectively filtered out by the calculation.
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!
I have a date column which I am trying to query to return only the largest date per month.
What I currently have, albeit very simple, returns 99% of what I am looking for. For example, If I list the column in ascending order the first entry is 2016-10-17 and ranges up to 2017-10-06.
A point to note is that the last day of every month may not be present in the data, so I'm really just looking to pull back whatever is the "largest" date present for any existing month.
The query I'm running at the moment looks like
SELECT MAX(date_col)
FROM schema_name.table_name
WHERE <condition1>
AND <condition2>
GROUP BY EXTRACT (MONTH FROM date_col)
ORDER BY max;
This does actually return most of what I'm looking for - what I'm actually getting back is
"2016-11-30"
"2016-12-30"
"2017-01-31"
"2017-02-28"
"2017-03-31"
"2017-04-28"
"2017-05-31"
"2017-06-30"
"2017-07-31"
"2017-08-31"
"2017-09-29"
"2017-10-06"
which are indeed the maximal values present for every month in the column. However, the result set doesn't seem to include the maximum date value from October 2016 (The first months worth of data in the column). There are multiple values in the column for that month, ranging up to 2016-10-31.
If anyone could point out why the max value for this month isn't being returned, I'd much appreciate it.
You are grouping by month (1 to 12) rather than by month and year. Since 2017-10-06 is greater than any day in October 2016, that's what you get for the "October" group.
You should
GROUP BY date_trunc('month', date_col)
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.