Outstanding indicator
Outstanding amounts must not be aggregated in YTD.
Oustanding YTD at end of month X = Oustanding of month X
How can i develop this idea in MDX SSAS
Thank you guys to help i'm new with BI
Sounds like you want to look at semi-additive measures, and in particular using the LastNonEmpty aggregation type.
This is only available in the Enterprise edition of SQL Server, although there are workarounds available in Standard Edition (see here).
Related
Trying to create the Measure below Cumulative that is basically a cumulative YTD calculation applied to the Amount column (Amount = Count(ORDER_ID)).
That print screen was taken from the desktop app, that natively integrates a cumulative option within the graph components. That's not an option in my context where I need to use the Saas version.
Qlik Desktop - Cumulative YTD
I've seen many articles in the community that suggest to use a combination of rangesum and above but I'm trying to avoid that.
Coming from the Power BI world, I was used to calculate it with a Calculate(Count(ORDER_ID), ALL(Date), DatesYTD(Date), Date<= max(Date)). The All() removes all context filtering to the measure, and we then filter according to what we need, applying a set varibale max(Date), to ensure a cumulative calculation of the amount month to month.
I haven't found yet a good equivalent of the All() Power BI function that actually removes the context filtering in a pivot table/graph (here the breakdown by the month dimension), to allow us a to then apply a different filtering for instance in our case on a cumulative YTD basis.
I've tried something with total() in my set analysis, see below, but it's not working:
Count ( Distinct total< [Date.autoCalendar.Year], Date> ${<RECORD_TYPE = {'Declared Transactions'}, Date >=${"=YearStart(MAX(Date))"}, Date<=${"=MAX(Date)"} >} ORDER_ID )
which gives that result:
Qlik Saas - Wrong cumulative YTD measure attempt
Basically that's my problem:
Qliksense documentation
I am using a tabular model compatibility level 1200, and I want to use Time Intelligence calculations like YTD, LYTD, etc.
Is it possible to do that on this version of SQL Server Analysis Services?
Is it possible to create a date dimension on SSAS Tabular?
Regards,
Yes you can use time intelligence calculations in SSAS. The best place to start for checking DAX support in the version is Power BI, Excel and SSAS is dax.guide, here for example is the DAX link for TOTALYTD
You can create a Date Dim in a number of ways in a DAX format for example using CALENDARAUTO, or import it from you calendar in your source system if you have one. However as you are using SSAS compatibility 1200, you don't get the option of calculation groups (Compatibility 1500), which means you'll have to create a YTD measure for each of the items you need a YTD value for. For more on this subject please see the SQLBI resource on time intelligence
i just installed odoo 11 CE and managed to get the accounting features by activating in the user settings. However the most important functions to create fiscal periods and to close a fiscal year properly seems to be completely missing.
If this is the case and this is only available in the enterprise version the CE version becomes pretty much useless for accounting.
Thanks for any hint
Peter
Peter,
In odoo 11 (and I think since odoo 9) there are not Fiscal Periods anymore. The way to act is to create Date Ranges, that are multi propose ranges to use anywhere.
Conceptually there is not a closing of the fiscal year, but you can filter all your data by Date Ranges and make all your reporting based on this new model.
This seems to be a more flexible and powerful tool, but here is the bad news. One basic thing I think Odoo has missed out is the functionality of close a period or, in other words, to prevent of creating journal entries to the users when they are in a period. You have to use locking dates. This functionality is half implemented but it is very blocking. After the locking date, you cannot register payments because they are creating journal entries after the blocking date. I have searched a lot and I have found this PR in the OCA related with a set of functionalities to solve all this scenario.
Hope it helps to give you a scope of the functionality and limitations.
Cheers,
Pere
You can specify the fiscal year end in Odoo by entering the Fiscal year last day, and specifying locking status as below:
After this, there is no need to make a 'physical closure' for the fiscal year.
In Odoo there is no need to do a specific year end closing entry in
order to close out income statement accounts. The reports are created
in real-time, meaning that the Income statement corresponds directly
with the year-end date you specify in Odoo.
Reference:
https://www.odoo.com/documentation/user/11.0/accounting/others/adviser/fiscalyear.html
From Odoo 11, closing of fiscal years happen automatically at designated year end i.e balances of P&L accounts are zeroed out and the net is carried forward in the Balance sheet. All you need to do is to decide how to allocate the current year earning.
I have an OLAP cube with a time dimension [year > month > day month > hour]. Now I need to create some reports very fast such as report for all sales of yesterday (like: 07:00 AM - 265 sales), all sales for last month (like: 1st February 2013 - 6625 sales), and it's all goig easy & fast because for the yesterday I'm querying: "WHERE {Hierarchize({[Date].[2013].[2013-2].[2013-2-1]})}" and for the month I'm querying :"WHERE {Hierarchize({[Date].[2013].[2013-2]})}".
But now I need also to create a report for the last 30 days. Any ideas how can I make this report as fast as the last month report? Thanks!
You need to look at the CurrentDateMember function, see Diethards blog here for a comprehensive explanation:
http://diethardsteiner.blogspot.co.uk/2009/10/current-date-function-on-mondrian.html
As for performance - the only solution is to turn on the various mondrian logs, and check that firstly there is no slow SQL - if there is then fix that in the database first - chances are a missing index or something.
Finally if it's still slow then post the full mdx. You dont have 2 separate date sets do you?
How do I go about adding a From and To date range to a scorecard and analytic report?
It doesn't seem to be well documented anywhere (including PPS books!) but surely a basic requirement for any report.
Is it possible? Or is it necessary to add 2 filters: a DateTime picker and a 'Lag' filter (which contains the number of days / weeks / months in a dropdown):
The requirement is to create a scorecard, with KPIs based on previous years performance, so there are 2 date parameters both of which need to be passed into the KPI to filter down the results (ParallelPeriod).
Thanks in advance
You can do this with analytical reports, but not with the scorecard. For the report I wouldn't necessarily recommend it because you will need to modify the MDX to setup parameters and that means you will lose the interactivity features with the report. Here is an example of setting up parameters in the MDX - http://dailyitsolutions.blogspot.com/2011/01/from-date-to-date-in-performancepoint.html.
Dashboarding is typically looking at and anlyzing periods of times which you can easily do versus the date ranges that you would typically find in operational reporting. You might want to take a look at possibly using some time intelligence features that are available in PerformancePoint if you do not have this available in your SSAS database.
Here is an overview on the TI formulas - http://blogs.msdn.com/b/performancepoint/archive/2010/01/21/time-intelligence-formula-quick-reference.aspx