First off its been a long week and I'm having a moment e.g. I just can't figure this out but I know its straight forward.
I have a CTE with a query for a GL Detail and one for Budget which are bought together to display all the details needed for a report.
For example the GL detail bring back the actual amount from a date range such as 2019-01-01 and 2019-04-01
and the budget part brings back the budget for each month so the date range is 2019-01-01 and 2019-12-01 as I need to sum up the total budget in a report.
Using an iif expression in SSRS the report shows the actuals up to the month a user select (there is on a to_date parameter)such as April then the report shows actual from Jan and then budget from May to Dec. I need to show the total of budget for the 12 month which is straight forward as I have bought each month amount back.
My question is I need to sum the GL actual amount for the months selected in by the user Jan to April and the remaining budget amounts May to Dec. For some reason I just can't work it out in my head.
Edit - I'm using
postgresql
SSRS - Microsoft SQL Server Reporting Services
columns are in GL is gldetail.amount and for Budget budget.amount_budget - I have a column in both gldetail and budget queries which is called post_date.
Worked it out -
,case
when src.post_date <= src._to_date then src.amount
when src.post_date > src._to_date then src.amount_budget
end as actual_budget_total
Then in the report sum the actual_budget_total
Related
Right now the problem with my code is that it counts each month as a new aggregation, meaning that January and February will contain activity for the same account in both months. I only need the monthly activity for each month at the level of each account.
Right now where for example the activity for Account A = 100 for January and activity for Account A = 25 in February, my query shows activity in February for account A as 125 when I would like it to be returned as A = 100 for January and A = 25 for February.
Is this clear? If I use for example (YEAR(date_column)) the aggregation at the annual level is accurately represented. This approach however does not allow me to provide a monthly breakdown of the data. If I add a second column to get the "Month" values from the date e.g: (MONTH(date_column)), the numbers are aggregated month over month and not at the month level alone.
I would like to create DAX expression. This is the condition and I have my month and year table in separate column.
If we choose Month as a March then it should show the sum of amount of Jan, Feb and as well as March. Similarly, If we choose Month as Dec then it should have the sum from Jan to Dec.
How can we write DAX expression for this condition in Power Bi?
You probably need a measure as below. You need to have a separate Date/Calendar table for that which is connected to your Data table using Date column.
total_amount_ytd =
CALCULATE(
SUM(your_table_name[your_amount_column_name]),
DATESYTD(your_date_table_name[your_date_column_name])
)
With this above Measure, if you add Year/Month in a table with the new Measure, you will find the value per year will increase from January to December for a single year and starts re calculating from January again in the next year.
I have a table with the sales from last 2 years, and I want to compare the sales from this year with the same natural day last year. For example, Sunday 1st of April 2018 will be compared with Sunday 2nd April 2017.
In order to do that I have created the measure
sales_last_year = CALCULATE(Sales[Revenue]); SAMEPERIODLASTYEAR(DATEADD('Calendar'[Date];+1;DAY)))
And I have created another measure where I have the value from the same day last year:
Prueba_sales_last_year = CALCULATE(Sales[Revenue]); SAMEPERIODLASTYEAR('Calendar'[Date]))
The result is the following:
Sales last year
As you can see the sales per day shows 5.316€ and 3.546€, which is correct, but the total is 111.796 €, which is not correct. However, the measure with the formula without the natural day the sum of the two rows is correct. How could I solve this?
Thank you very much in advance
I just changed the order to calculate the date and it was solved.
sales_last_year = CALCULATE(Sales[Revenue]);DATEADD( SAMEPERIODLASTYEAR('Calendar'[Date]);+1;DAY))
In a form on Ms ACCESS, a user can select a commodity (such as copper, nickel, etc.) from a list and a commodity price date from a list. A trailing 12 month average commodity price should then be calculated.
For example: the user selects Copper as commodity and February 1st 2010, 02/01/2010. I then want the average price to be calculated over the time period: [02/01/2009 - 02/01/2010].
I'm not sure how to write this in query form. This is the current incomplete code;
SELECT Avg(CommPrices.Price) AS Expr1,
FROM CommPrices
WHERE (((CommPrices.Commodity)=[Forms]![Tool Should Cost]![List243]))
AND CommPrices.DateComm = [Forms]![Tool Should Cost]![List55];
List243 is the list of commodities the user can select from, list55 is the list of dates the user can select. All data is obtained from the table CommPrices.
Note: the earliest dates in the column DateComm is 01/01/2008. So if the user selects a date for example 02/01/2008, then calculating the average over the past 12 months before 02/01/2008 won't be possible. I do want the code to still calculate the average using the dates available. (in the example it would just be the average over the past month)
Second Note: the column DateComm only has monthly dates for the first day of every month (e.g 01/01/2008, 02/01/2008, 03/01/2008). The dates listed in list55 can refer to different days in the month (e.g 03/16/2009), in that case I want the code to still calculate the past 12 month average using the closest commodity dates possible. So if the user selects date 03/16/2009, I want the code to calculate the 12 month average for 03/01/2008 - 03/01/2009.
For "integer" months it would be:
SELECT
Avg(CommPrices.Price) AS AveragePrice,
FROM
CommPrices
WHERE
CommPrices.Commodity=[Forms]![Tool Should Cost]![List243]
AND
CommPrices.DateComm = BETWEEN
DateSerial(Year([Forms]![Tool Should Cost]![List55]) - 1, Month([Forms]![Tool Should Cost]![List55]), 1)
AND
DateSerial(Year([Forms]![Tool Should Cost]![List55]), Month([Forms]![Tool Should Cost]![List55]), 1)
I am using the following calculation in my cube to get balances for P&L and Balance Sheet accounts. this is working fine but the problem is that this code doesn't work if I have filters on the date dimension.
For example, let's say I am looking at amounts for the 4 quarters for 2014 - the sub-total in this case for balance sheet accounts would be the Amount in 2014 Q4(and the calculation works correctly). However, if when am looking at say two quarters Q1 and Q2 for 2014, the calculation still shows the sub-total as the Amount in 2014 Q4 whereas the correct value should be Amount in 2014 Q2. I have pasted a screen shot of Excel pivot table also.
CASE [Accounts].[Account Type].CurrentMember.MemberValue
WHEN 'Balance Sheet'
THEN ([Dates].[Hierarchy].currentMember.lastChild, [Measures].[Measures].[Amount])
ELSE Amount
END
Any idea how to achieve this?