I am trying to make a chart in NetSuite using Analytics Workbooks which shows sales for certain reps this year vs. previous year.
I've tried this in a number of different ways but it does not seem like this is possible without using formulas. I am not very savvy in writing code as I am just getting into this.
Type is Sales Order AND Sales Rep is any of ...,...,...,...
The goal is to have a shaded line chart for this year to date vs. last years sales for a group of reps.
Edit:
The closest I can get to a chart showing cumulative data is a column chart with separate measures for each month. This gives a year next to year instead of a year over year.
Original:
This formula will give you the criteria field for your date range:
CASE WHEN TO_CHAR({trandate},'DDD') <= TO_CHAR(CURRENT_DATE,'DDD') AND TO_CHAR({trandate},'YYYY') >= ( TO_CHAR(CURRENT_DATE,'YYYY') - 1) THEN 'T' ELSE 'F' END
Set this to "Yes" on the Criteria tab.
For the Series, use: TO_CHAR({trandate},'YYYY')
For the X-Axis, use:
Month: TO_CHAR({trandate},'MM-MON')
Week: TO_CHAR({trandate},'WW')
Date: TO_CHAR({trandate},'MM/DD')
Here is a list of TO_CHAR date options
Here is my chart layout
Related
I am using standard SQL and am trying to add the weekly sum for product usage by week.
Using code below, I was able to add to each row the respective week and year it falls into. How would I go about summing the totals for an item by week and outputting it in columns, say up to the last 8 weeks.
extract(week from Metrics_Date) as week, EXTRACT(YEAR FROM Metrics_Date) AS year
Image is my raw data with the week and year next to an item:
This image is of above raw data being analyzed further(grouping them together). Here is where I would want to add columns, current_week & firstday of week date, and a sum of that weeks totals.
Any help would be appreciated.
You don't need the extract() by the way, you can do truncation DATE_TRUNC(your_date, WEEK) and it will truncate it to the week, usually easier.
Also, because the result of the truncation is a date, you will have the first day of the week already.
The rest I believe you have it figured out already, but just in case:
SELECT DATE_TRUNC(your_date_field, WEEK) AS week, SUM(message_count) AS total_messages FROM your_table GROUP BY 1
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 have a Month Column with the Month Field populated for each line for the 100K of lines of data I have.
I need to count the amount of times the Month Field is populated in the Previous Month (Period).
I also need to count the total amount of times the Month Field is populated in the Previous 11 months as well.
This is a rolling count for each months reporting that I do..
table name: 'ws pds' and field name [Month Tagged]
You can utilize the powerful time intelligence functions in DAX such as PARRALLELPERIOD to look at values from previous months. But in order to make use of these functions you need to create a calendar/date entity. Mark that entity as a Date table. And join to it by date from your "ws pds" table. The Date dimension should span the timeframe of your date with a continuous list of dates, one row per day.
Then your measure could look like this:
PreviousMonthCount=
CALCULATE (
COUNTROWS ( 'ws pds' ),
'ws pds'[Month Tagged] <> BLANK (),
PARALLELPERIOD ( Calendar[Date], -1, MONTH )
)
I have a scenario.
In the sample table below, I need to show the sales by year…
And for each year, I need to show the last yr and last 2nd year sales for that year.
For example in 2014,
Current Year = 2014 Sales
Last Year = 2013 Sales
Current Year = 2013 Sales
Last Year = 2012 Sales
|----------2013------------|---------2014-------------|
| Last Year | Current Year | Last Year | Current Year |
Ive tried but when i nest them under a year dimension.. the calculations are not working.. is there a way around this, to come up with this kind of report format? our user is very particular in having such format..
many thanks for the help.
I'd simply hardcode all rows, and skip the year dimension:
Current Year
Sum({< Date = {">=$(=YearStart(min(Date),0"}*{">=$(=Addyears(max(Date),0)"} >} SalesAmount)
Last Year:
Sum({< Date = {">=$(=YearStart(min(Date),-1"}*{">=$(=Addyears(max(Date),-1)"} >} SalesAmount)
-2 Year:
Sum({< Date = {">=$(=YearStart(min(Date),-2"}*{">=$(=Addyears(max(Date),-2)"} >} SalesAmount)
I think this could be achieved using a pivot table. Here's an example.
You can solve this problem at the script side while loading data. So that you can compare year to date data with previous year with until corresponding month.
Transaction_Table:
LOAD date,productID,amount
FROM data.qvd;
concatenate
Load AddYears(date,1) as date,productID,amount_1
from data.qvd where date<=AddYears($(=max(date)),-1);
Data_Table:
load distinct
date,
month(date) as Month,
year(date) as Year
resident Transaction_Table;
There will be two coloumns "amount" is current date's data and "amount_1" is previous year's same day data.
Create pivot chart put year to top and product to left and create two expressions. One for calculation of amount_1: previous term and one for amount: current term
You can name expressions:
previous year label: =year-1
current year label: =year
I have a yearly chart that it broken down into the 12 months Jan - Dec. The report contains various parameters including a yearly dropdown that changes the chart and report.
This all works fine within the first report.
The problem is that I have set up an action on the chart to go to a second report with a monthly breakdown, so my question is how can I pass the monthly value from the first report to the second?
The monthly report has an additional date from and date to parameter, so for the month of January it would need the values: Date From: 01/01/2010 and Date To: 31/01/2010 for example.
Thanks in advance.
Since you have the year and month integer values, you can construct the start and end dates to pass to your other report using expressions.
The start of the month will be:
=DateSerial(Fields!Year.Value, Fields!Month.Value, 1)
Where Year and Month are the integer values from the Chart/Dataset.
The end date is a bit more complicated; since the day part can be 30/31, etc, but we can just add one month to the above expression to get the first of the next month, then go back a day:
=DateAdd(DateInterval.Day
, -1
, DateAdd(DateInterval.Month, 1, DateSerial(Fields!Year.Value, Fields!Month.Value, 1)))
This way your drillthrough report can get its date based parameters and you don't need any changes to your dataset/parent report.