Example Data Picture
My main data table is constructed in the following way:
1.State
2.Product
3.Account Name
4.Jan-20
5.Feb-20
.
.
.
N.)Recent Month- Recent Year
My goal is to get 6 total sums based on 6 different contiguous that are user selected. For example, if someone wanted the value of an Account Given a State and Product for FY-2020, they would sum columns 4 to column 15 (Twelve Months).
I am going to be running joins and queries off of the State, Product, Account combinations (first three columns), but I need to create a method to sum the Data table given a list of Column Numbers.
At this point, I am not looking to put non-contiguous columns in a selected Time Period (i.e. all time period selections will be from Col.Beg_TPn to and including Col.End_TPn). The Data Table houses monthly data that will have one new column every month. The Column Number should stay consistent as we are not looking back further than FY-2020.
This a much easier problem in Excel as you can do a simple SumIfs with an Index of the Column Range as the SumRange and then you filter on Columns 1,2,3. My data table is about 30,000 rows, so Excel freezes on me when could calculations and functions on the entire data set.
What is the best way to go about this in Microsoft Access? Ideally, I would like to create a CTE_TimePeriodTotals that houses the First 3 Columns (State,Product,Account) and then 6 TP Columns (tp-1,tp-2...) that holds the sum of each time period for each row based on the Time Period Column Starts and Time Period Column End.
Related
I have a table with dates of service for various hospital stays and want to update the starting and end dates for each claim to match the length of the entire stay. The table below has seven inpatient stays and dates of service for each of those stays. A min_max flag of 1 or 2 means that the dates in that row cover the entire length of that specific stay (each stay is color-coded).
Current table image here
I need to updated the dates for all rows within each colored grouping to match the starting and end dates for the row which has a min_max flag of 1 or 2 within the same group to ultimately find the sum of claims in each stay. I could do this manually here or in excel but I need it done on a much larger scale with thousands of hospital stays.
Goal table here
TIA!
Ok, I have watched many videos and read all sorts and I think I am nearly there, but must be missing something. In the data model I am trying to add the ytd calc to my product_table. I don't have unique dates in the product_table in column a and also they are weekly dates. I have all data for 2018 for each week of this year in set rows of 20, incrementing by one week every 20 rows. E.g. rows 1-20 are 01/01/2018, rows 21-40 are 07/01/2018, and so on.
Whilst I say they are in set rows of 20, this is an example. Some weeks there are more or less than 20 so I can't use the row count function-
Between columns c and h I have a bunch of other categories such as customer age, country etc. so there isn't a unique identifier. Do I need one for this to work? Column i is the sales column with the numbers. What I would like is a new column which gives me a ytd number for each row of data which all has unique criteria between a and h. Week 1 ytd is not going to be any different. For the next 20 rows I want it to add week1 sales to week2 sales, effectively giving me the ytd.
I could sumproduct this easily in the data set but I don't want do that. I want to use dax to save space etc..
I have a date_table which does have unique dates in the main_date column. All my date columns are formatted as date in the data model.
I have tried:
=calculate(products[sales],datesytd(date_table[main_date]))
This simply replicates the numbers in the sales column, not giving me an ytd as required. I also tried
=calculate(sum(products[sales]) ,datesytd(date_table[main_date]))
I don't know if what I am trying to do is possible. All the youtube clips don't seem to have the same issues I am having but I think they have unique dates in their data sets.
Id love to upload the data but its work stuff on a work computer so cant really. Hope I've painted the picture quite clearly.
Resolved, after googling sumif dax, mike honey had a response that i have adapted to get what i need. I needed to add the filter and earlier functions to my equarion and it ended up like this
Calculate (sum(products[sales]),
filter (sales, sales[we_date] <=earlier(sales[we_date]),
filter (sales, sales[year] =earlier(sales[year]),
filter (sales, sales[customer] =earlier(sales[customer]))
There are three other filter sections i had to add, but this now gives me the ytd i needed.
Hope this helps anyone else
Assume I have a pySpark data frame that has only one column which is a set of users id. Let call that data frame be "sid_df". Furthermore, assume the number of users on "sid_df" is 1 million.
Now, I would like to create a new data frame with 3 three columns. The first column is user id from sid_df, the second column is all days on May, 2018 named "date". The third column is money_earned for that user and for that day on May. Initially I would like the values on third column alls are set to be zeros.
In other words, the new data frame will have 1*31=31 millions records.
Add days 1-31 to a table manually.
For my example the table with numbers is tn
Then use the following query to get the data to insert to your new data frame
Select id, tn.number, 0 as amountearned
from userstable
Cross join tn
I have an excel sheet to filter a Column. The column relates to total experience of a person. The values are like 5years 2Months, 32Years 6Months etc... all the values are in String format. I need the following functionality.
when i enter >5 in a textbox(which i will create in a form), it should display only experience which are less than 5(filtering) . I need an idea how to do this in vba.
Can anyone help..? I just need a way to do this.
Consider the following screenshot. Column a has the unfortunate text with years and months.
Column B splits out the years. Column C splits out the months. Column D has the total number of months for the time frame. With this in place, you can filter by any of the columns using the filter options of the Autofilter built into an Excel table.
The formulas are as follows:
Years: =MID([#total],1,FIND("Years",[#total])-1)+0
Months: =MID(SUBSTITUTE([#total],"Months",""),FIND(" ",[#total])+1,99)+0
Duration in months: =([#years]*12)+[#months]
Now just use the filters in the drop down butttons of the column headers and there is no need for VBA at all.
I have a Fact table that holds what are more or less, sales goals. The ETL process that populates it, generates 12 "weighted" values into seperate rows, one per month. Each row however, also includes a field that holds the yearly value. I do this with unpivot. This all works. Now Im trying to get at this data in the cube with an SSRS report. The problem seems to be that I can query and see the results that include either the yearly goal values or the monthly, weighted values, but not both in the same set.
[update for fact table details]
My Fact table looks something like this:
FK_Account
FK_User
Target
Projected
GoalYear
FK_DateKey
FK_Dept
MonthlyWeightedTarget
MonthlyWeightedProjected
When I load this fact table via the ETL, I get the date key associated with each monthly value (MonthlyWeightedTarget). That will be 12 seperate records, but each one will have the same yearly value. Im not including next years value as a seperate column, because there are seperate records already associated with that year.
Basically, the users define a set of goals associated with a given year. Then I am applying a "weighting" to generate 12 seperate "monthly" records, which total up to the yearly target goal. Hope this makes sense.
What I need to see is something like this result:
Account Name
YTDgoal
YearGoal
NextYrGoal
I created a calculated member for the NextYrGoal, but now Im not sure I even need it.
What would be a good approach for handling the above (getting the ytd, yearly and next year values) ?
If I was getting at these values with TSQL, I would sum on the monthly values, and just include the associated yearly and next years values, grouping by account, year-goal, next-year-goal