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
I have a table of data with the following:
User,Platform,Dt,Activity_Flag,Total_Purchases
1,iOS,05/05/2016,1,1
1,Android,05/05/2016,1,2
2,iOS,05/05/2016,1,0
2,Android,05/05/2016,1,2
3,iOS,05/05/2016,1,1
3,Android,06/05/2016,1,3
1,iOS,06/05/2016,1,2
4,Android,06/05/2016,1,2
1,Android,06/05/2016,1,0
3,iOS,07/05/2016,1,2
2,iOS,08/05/2016,1,0
I want to do a GROUPING SETS (Platform,Dt,(Platform,Dt),()) aggregation to be able to find for each combination of Platform and Dt the following:
Total Purchases
Total Unique Users
Average Purchases per User per Day
The first two are simple as these can be achieved via a sum(Total_Purchases) and count(distinct user) respectively.
The problem I have is with the last metric. The result set should look like this but I don't know how to get the last column to be calculated correctly:
Platform,Dt,Total_Purchases,Total_Unique_Users,Average_Purchases_Per_User_Per_Day
Android,05/05/2016,4,2,2.0
iOS,05/05/2016,2,3,0.7
Android,06/05/2016,5,3,1.7
iOS,06/05/2016,2,1,2.0
iOS,07/05/2016,2,1,2.0
iOS,08/05/2016,0,1,0.0
,05/05/2016,6,3,2.0
,06/05/2016,7,3,2.3
,07/05/2016,1,1,1.0
,08/05/2016,1,1,1.0
Android,,9,4,1.8
iOS,,6,3,1.2
,,15,4,1.6
For the first ten rows we see that getting the Average purchase per user per day is a simple division of the first two columns as the dimension in these rows represent a single date only. But when we look at the final 3 rows we see that the division is not the way to achieve the desired result. This is because it needs to take an average for each day in turn to get the overall per day amount.
If this isn't clear please let me know and I'll be happy to explain better. This is my first post on this site!
I have a table in Access that is setup like the one in the photo. What I need to do is this:
For each part no, I want to sum the total Qty for each month and type (Ordered and Demand). Then I need to cap the qty in the rows where the type is = to Orders to the value of the Qty where the type is = to Orders, when the sum of the Qty for Ordered is greater than Demand. Let me try to explain it another way.
I want to look at a subset of the master data, in this case the subset is by part no (rows with identical part numbers). For this subset I want to have two sets of sums. 1. The sum of qty with type = Ordered AND 2. a sum of qty with type = Demand. If the sum for Ordered is greater than demand, I want to change the Qty for Ordered to be the value of the Qty for Demand.
Essentially, the business reason is that for reporting purposes the total Qty for Ordered shouldn't be more than Demand in a given month, for a part number.
Looking at the photo, the rows in red will need to change because the sum of the qty is 30, which is greater than the sum of qty for the green rows (25). The red rows qty should be changed to 20 and 5 to match the green rows.
Whew, hope this made sense because it is hard to explain. I have tried many things for a couple weeks now, and I am a bit fuzzy on the details so I will just give a high level. Ok so what have I tried:
I have tried to join the table to iself, using part no (and date I believe) to join on, but that doesn't work because the sum would somehow be incorrect sometimes.
Pivot the table, using the transform and pivot functions in Access but it's important for me to keep the individual dates in tact and when I pivoted it I had to roll it up on a month basis. This gives me the row structure I need to make the changes but I don't know how to get back the original date format after I am done.
I am guessing I need some VBA code that loops through each part no, but I am not big on VBA code and I don't have much time to learn it. Any suggestions? I know this is long winded but its a complicated problem (at least for me). Thanks in advance.
NOTE: I am not making changes to a database. I am creating a report.
The purpose of the report is to show pending orders that need to be assembled for shipment, but not until there is enough stock to fill the order. An order includes multiple inventory items, but the inventory on hand must be >= the ordered amount per each inventory item and in order by oldest date first before the order can be added to the report.
I've written this to where it pulls the orders, but I need it to loop through to the next order and carry over the quantity of inventory On Hand from the calculation prior to this order. When the calculation is < 0, I don't need to see the order.
EXAMPLE OUTPUT:
Order Date | Order No | Item No | Quantity Ordered | On Hand | Available Qty
2015-01-01 123456 555555 50 60 10
2015-01-02 555544 555555 10 10 00
Notice On Hand says 60 for Item No 555555 in the first row. This is the actual QOH, but the report needs to subtract the amount that was ordered in the previous line from my On Hand stock, and give me the remainder, or show the new available total under On Hand. When my On Hand amount can't fulfill an order, I don't want the order to appear on my report. My current report shows On Hand to be 60 in both rows, and instead of zero, like above, it just subtracts 10 from 60, as if it's my only order.
I don't know what approach to take to do this type of incremental change in a field, but I am assuming it involves a loop and a variable (If I need to add a variable, then it needs to begin with the actual Quantity on hand), ???? Could someone please assist me with a direction? My search to answer this has only left me more unsure of how to do this. I can provide the SQL, but it is rather complicated, so I am trying to keep this on a more general level.
"Looping" should be used as a last resort in SQL. You can do so using a CURSOR but they tend to run slower and require more work than standard SQL commands.
I would recommend trying to break this problem down into smaller tables using sub-queries / CTEs (Common Table Expressions). Can you create a query that shows the total on hand amounts for each item number? Now put that into a sub-query and start building on top of it.
I've searched here and elsewhere on the web and have not found this exact problem/solution.
I'm building an rdlc report using the MS reportViewer - the report I'm creating is based on an existing spreadsheet where the average price across 6 months is calculated individually for each month, then the average of those prices is calculated as the 6 month period average price. Whether I agree with that methodology or if it's correct is irrelevant, I just need to know how to get an rdlc to do this.
For example:
Month Price1 Price2 Delta
May-12 $31.54 $30.03 $1.51
Jun-12 $36.27 $34.60 $1.67
Jul-12 $44.19 $42.00 $2.19
Aug-12 $38.96 $37.06 $1.90
Sep-12 $36.89 $35.08 $1.81
Oct-12 $35.57 $33.97 $1.60
Average $37.24 $35.46 $1.78
(sorry for the lack of a screen snip, I'm new and the system won't let me post an image...)
I've created a tablix that does the monthly averages computation - I use a group in the table to group the 6 months of data by month (and then hide the hourly price data so you only see the month total row) but I'm stuck on how to calculate the bottom row of the table which is the average of each column. (the average of the averages is not the same as the average of all 6 months of prices from the underlying data - that's what I've learned in this process... IOW, that was my first solution :-) )
What I tried to do to get the average of the averages was give the month total cell a name, MonthlyAvgPrice1, then in the bottom row, used this expression:
Avg(reportitems!MonthlyAvgPrice1.Value)
As I kind of expected, this didn't work, when I try to run the report, it gets a build error saying "The Value expression for the textrun 'Price1PeriodAvg.Paragraphs[0].TextRuns[0]' uses an aggregate function on a report item. Aggregate functions can be used only on report items contained in page headers and footers."
Hopfully I've explained this well, does anyone know how to do this?
Thanks!
-JayG
Actually it is not clear from the question that how are you in particular binding the data to the report items, But from the given information what I understand is that you can
Try like this:
Right Click the tablix row and insert a row below
In the cell where you want to have this Average of Averages insert the following expression
=Sum(Fields!Price1.Value)/6
and similarly insert expression =Sum(Fields!Price2.Value)/6 and =Sum(Fields!Delta.Value)/6 in the other cells where you want to display the Averages
Of Course, you will change the Field names Price1,Price2 etc to the fields that you are getting the values from.
HTH