Use the data warehouse that is part of the "AdventureWorks 2016 and Scripts for SQL Server 2016 CTP3" you previously installed from the Course and Topic Materials to complete the assignment.
The finance department wants to be able to project future financing details. The department manager has sent you a request for a rolling 3-month average on past financials.
Please note that when SQL queries are run, results are generated in the form of data. This data should be exported and saved to an Excel file for a visual check of accuracy.
Create a Word document that includes the SQL query code used to explore the database tables and write a query that retrieves finance amounts from "FactFinance" in the "AdventureWorksDW2016CTP3" database and returns those amounts, organized by month, and showing a 3-month rolling average.
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This is my first post so apologies if something is posted incorrectly - please let me know and I will fix it.
I am trying to build a SQL query in bigQuery that creates a cohort analysis so I can see how many customers have been retained over time by the month they joined (their cohort).
I work in insurance, so we have data on customers, when they joined, and any time they changed the policy (e.g., when they added a car to their coverage), but I do not have it laid out as every month of premium. The data is as follows:
Data vs how I need the data
Do you know how I could fill in the missing months?
I have 2 excel files at work where I maintain the rates of assets and the dates when the rates were issued. Another excel file has the list of assets and the dates when they were sold.
So one excel file has the following columns:
Asset------Rate------Rate_Issued_On
1. X-------1500------21-Apr-2014
2. X-------2000------28-Aug-2013
3. Z-------2200------11-Jan-2014
4. X-------3000------1-Jan-2014
The other excel file has (let's suppose):
Asset-----Sold_Date
1. X------1-Dec-2013
2. Z------12-Mar-2014
Now since the sold date of Asset X lies between 1-Jan-2014 and 28-Aug-2013 it should take the rate of 2000. If for example the sold date was 22-Apr-2014 it should take the rate as 1500. If the sold date is 27-Aug-2013 it should display a blank record. So basically the sold date should be greater than the latest Issued date and rate will correspond to that particular date.
I can easily get this working in excel but the problem is that the excel file has now become so large that it runs very slow. So I just want this incorporated in ms access. Is this possible? (I am a novice in ms access so kindly requesting you to go a little easy on me)
Thanks
Yes - a few simple queries can match up the data they way you want. If your two tables are called Rates and Sales, you could use two queries to get the results you need. The 1st query would use the Sales and Rates table to find the largest Rate_date that is less than the Sale_date, and the second query would match this back to the Rate table to get the rate on that date.
A very similar problem is described in How to use another table fields as a criteria for MS Access
I am very new to BO webintelligence.
I am doing a very simple query, retrieve Sales Amount for dates between 2012 and 2013. Just for this simple query when I run it, my BO crashes or gets stuck on "please wait" window. Why is this happening? If I select like 3 or 4 days like between Jan 1st 2012 and Jan 4th 2012, it runs fine. Is there anything from my end that I am doing wrong? This is in production mode.
I also wanted to point out that I have tried limiting my data set for specific region etc.
Too many unknowns to successfully assist. I presume this is webi 3.1.x or 4.1.x and I presume that the Sales Amount is a measure and that your query includes a date which does not include a time component. If you only have these two objects in your results pane and have the region in your conditions then pulling something like [Date] and sum([Sales Amt]) should not take long to execute. As previous poster suggests, try to execute the sql in a tool like SQL*Developer or Management Studio or however the source database / OLAP is stored.
Even though you've limited the data to a "region" this may be too much data. Try selecting a smaller result set of 100 rows or changing the option for "retrieve duplicate rows" on the query panel.
If possible, post the query from your report using generic object names?
First some background: I have the typical Date dimension (similar to the one in the Adventure Works cube) and an Account dimension. In my fact table I have daily transaction amounts for the accounts.
I need to calculate cumulative transaction amounts for different accounts for different periods of time. The catch is that whatever is the first period shown on the resulting report should get its transaction amount as-is from the fact table and all the following periods in the report should have cumulative amounts.
For example, I might have a single account on rows and on columns I could have [Date].[Calendar].[Calendar Year].[&2005]:[Date].[Calendar].[Calendar Year].[&2010]. The transaction amount for 2005 should have the sum of transaction amounts that took place in 2005 for that specific account. For the following year, 2006, the transaction amount should be TransactionAmountsIn2005 + TransactionAmountsIn2006. Same goes for the remaining of the years.
My problem is that I don't really know how to specify this kind of calculated member in the cube because the end-user who is responsible for writing the actual MDX queries that produce the reports could use any range of periods on any hierarchy level of the Date dimension.
Hope this made some sense.
Teeri,
I would avoid letting the end-user actually write MDX queries and just force them to use ranges you defined. To clarify, just give them a start and end date, or a range if you will, to select and then go from there. I've worked with accounting and finance developing cubes (General Ledger, etc) for years and this is usually what they were ultimately looking for.
Good luck!
I have a T-SQL view with integer fields. I need a report on a monthly basis regarding the difference from one month to the next, i.e. so many people were engaged in a particular activity on 8am of the 1st of this month, so many the previous month, here is the difference. The numbers fluctuate all the time. I need a variance between 2 snapshots in time.
I am using the SSRS, however in reporting services I can only display the "current" situation. I could run a report at 8am of the 1st of each month and then calculate the differences manually. But how could I automate this calculation and then report on the difference?
I have tried to import data from SQL to 1 Excel spreadsheet from 1 month, then to the 2nd spreadsheet from the 2nd month. The 3rd spreadsheet calculates the difference. But how do I create a nice looking report from Excel?
Additionally I cannot send the report by email. It has to be available online.
Furthermore, each office wants their figures to be confidential and not visible to another office.
Thanx in advance.
Can you add a UserCount table that stores each office's user count for each month? It could have columns like:
id
date
user_count
office_id
You would insert a new row each month based on what the view tells you that month for each office. Then it's as simple as exporting that table to Excel and graphing it using Excel's built-in graphing tools.