I have a single table in Powerpivot.
My columns are Account, Amount and Date. I want to calculate PrevYearAmount, but I can't fin the correct formula.
Sample data:
Account Amount Date PrevYearAmount
1 100 01/01/2016 90
1 120 02/01/2016 200
2 130 01/01/2016 108
2 103 01/01/2015
2 105 01/01/2015
1 90 01/01/2015
1 200 02/01/2015
tried
=CALCULATE(SUM(Hoja1[Amount]);FILTER(Hoja1;DATEADD(Hoja1[Date];-1;YEAR));FILTER(Hoja1;Hoja1[Account]))
But this returns 350 for all rows.
Also tried:
=CALCULATE(SUM(Hoja1[Importe]);DATESYTD(SAMEPERIODLASTYEAR(Hoja1[Fecha])))
but returns blank
this should do the trick:
calculate(sum('Table1'[Amount]);SAMEPERIODLASTYEAR('Table1'[Date]))
Hope this helps.
But, please consider to create a date table, as it is always a good idea, to use relationships, this makes the expanding/collapsing part of DAX much easier.
Related
I have table like this. This is a record of consultant done activity for aftercare when some new candidate starts a job.I have built a report to compare if aftercare is done on time or not. in the report it start showing 3 days ago that aftercare is due on this date. But some consultants do aftercare before or after and also on date which is correct. I am fetching MIN aftercaredone date to check and compare with the aftercare due date and shows in the report if it is correct like below.
MIN(case when DESCRIPTION='Aftercare Pre Start' then DUEDATECONCAND end) DUEDATEPreStart hin
But my min date logic fails here. Actually I like to pick up all aftercaredone dates and compare with aftercareduedate . If any date falls within required period then should show report result correct otherwise fails. I mean if someone did aftercare within 3 days difference from AFtercareduedate then should show correct or otherwise in query it should show N(means not done). And also I need to exclude weekends.
ConsultantID CandiateID candidateNAME AfterCareDueDate AftercareDone
123 1 Bob 01/02/2019 20/02/2019
123 1 Bob 01/02/2019 01/02/2019
123 1 Bob 01/02/2019 07/02/2019
100 2 Rob 01/02/2019 01/02/2019
100 2 Rob 01/02/2019 10/02/2019
200 3 ABC 01/02/2019 20/01/2019
Table 1 : Employee
EmpId CreatedAt
100 2015-11-09 07:21:02
200 2017-01-24 18:24:01
300 2016-08-20 06:55:35
Table 2 : Account
AccId EmpID Currency CreatedAt
9000 100 USD 2017-04-20 19:40:55
9001 200 USD 2017-04-20 19:40:55
9002 100 EUR 2017-05-20 19:40:55
9003 200 USD 2017-04-20 19:40:55
9004 100 USD 2017-04-20 19:40:55
Table 3 : Transaction
TrnsId AccId Amount CreatedAt
10 9000 3000 2017-04-25 19:40:55
11 9001 500 2017-05-25 19:40:55
12 9000 -200 2017-05-30 19:40:55
13 9000 -500 2017-06-11 19:40:55
Create a table that provides the day end balance (at midnight) for each account since it was first created, i.e. there should be a single entry in the table for each day an account exists, and its balance at the end of that day.
Can anybody help me in writing query to above scenario?
Thanks.
Since you haven't posted any attempt to solve this yourself, I will assume you need an initial nudge in the right direction. Hopefully this will help.
Outer-Join your Account table to a table (create it if you don't have one) that has one row for every day in the calendar (this is often referred to as a "tally table"). Filter out the days in the calendar that were before the date the account was created.
That will produce a result of one row for every Account-Date combination, which is all the rows you want in your result.
From there it's just a matter of adding the column with the End-Of-Day balance for that Account on that Date. There are lots of ways to do this. Google "SQL Running Total" and pick a method you like.
First, sorry for my bad English. I'm trying to normalize a table in a pension system where subscribers are paid monthly. I need to know who has been paid and who has not and how much they've been paid. I believe I'm using SQL Server. Here's an example:
id_subscriber id_receipt year month pay_value payment type_pay
12 1 2016 January 100 80 1
13 1 2016 January 100 100 1
14 1 2016 January 100 100 1
12 2 2016 February 100 100 2
13 2 2016 February 100 80 1
But I'm not happy repeating the year and the month for every single subscriber. It doesn't seem right. Is there a better way to store this data?
EDIT:
The case is as follows: this company has many subscribers who must pay monthly and payment can be in various ways. They produce a single receipt for many customers, and each customer that receipt may be paying one or more installments.
These are my other tables:
tbl_subscriber
id_suscriber(PK) first_name last_name address tel_1 tel_2
12 Juan Perez xxx xxx xxx
13 Pedro Lainez xxx xxx xxx
14 Maria Lopez xxx xxx xxx
tbl_receipt
id_receipt(PK) value elaboration_date deposit_date
1 1,000.00 2015-09-16 2015-09-20
2 890.00 2015-12-01 2015-12-18
tbl_type_paym
id type description
1 bank xxxx
2 ventanilla xxx
This basically seems fine. You could split dates out into a separate table and reference that, but that strikes me as a kind of silly way to do it. I would recommend storing the month as an integer instead of a varchar column though. Besides not storing the same string over and over you can more reasonably do comparisons.
You could also use date values, although that might not be worth the trouble when you don't want greater granularity than the month.
I thought this would be a very simple query but for some reason, I can't seem to get the results I'm looking for. I have a table that has this structure. I just want a single entry for each account while summing the charges. I don't really care which date I keep, just one of them.
Account Charges Charges2 Date
1 100 50 1/1/2015
1 50 0 1/2/2015
2 50 0 2/4/2015
2 70 30 2/19/2015
3 100 0 1/12/2014
4 0 20 4/3/2015
4 40 20 4/9/2015
The result I want is:
Account Charges Charges2 Date
1 150 50 1/1/2015
2 120 30 2/4/2015
3 100 0 1/12/2014
4 40 40 4/3/2015
The result I currently get is:
Account Charges Charges2 Date
1 100 50 1/1/2015
2 70 30 2/19/2015
3 100 0 1/12/2014
4 40 40 4/9/2015
I thought this would be very simple and I tried below. But this doesn't sum them up, it just seems to return the rows where Charges2 is NOT 0.
SELECT Account, SUM(Charges) As TotCharges, SUM(Charges2) AS TotCharges2
FROM TABLE
GROUP BY Account
ORDER BY Account
You can apply the min() aggregate function to the date to limit the number of rows returned to one per account:
SELECT
Account,
SUM(Charges) AS TotCharges,
SUM(Charges2) AS TotCharges2,
MIN(Date) AS Date
FROM TABLE
GROUP BY Account
ORDER BY Account
Sample SQL Fiddle
Perhaps my title is misleading, but I am not sure how else to phrase this. I have two tables, tblL and tblDumpER. They are joined based on the field SubjectNumber. This is a one (tblL) to many (tblDumpER) relationship.
I need to write a query that will give me, for all my subjects, a value from tblDumpER associated with a date in tblL. This is to say:
SELECT tblL.SubjectNumber, tblDumpER.ER_Q1
FROM tblL
LEFT JOIN tblDumpER ON tblL.SubjectNumber=tblDumpER.SubjectNumber
WHERE tblL.RandDate=tblDumpER.ER_DATE And tblDumpER.ER_Q1 Is Not Null
This is straightforward enough. My problem is the value RandDate from tblL is different for every subject. However, it needs to be displayed as Day1 so I can have tblDumpER.ER_Q1 as Day1 for every subject. Then I need RandDate+1 As Day2, etc until I hit either null or Day84. The 'dumb' solution is to write 84 queries. This is obviously not practical. Any advice would be greatly appreciated!
I appreciate the responses so far but I don't think that I'm explaining this correctly so here is some example data:
SubjectNumber RandDate
1001 1/1/2013
1002 1/8/2013
1003 1/15/2013
SubjectNumber ER_DATE ER_Q1
1001 1/1/2013 5
1001 1/2/2013 6
1001 1/3/2013 2
1002 1/8/2013 1
1002 1/9/2013 10
1002 1/10/2013 8
1003 1/15/2013 7
1003 1/16/2013 4
1003 1/17/2013 3
Desired outcome:
(Where Day1=RandDate, Day2=RandDate+1, Day3=RandDate+2)
SubjectNumber Day1_ER_Q1 Day2_ER_Q1 Day3_ER_Q1
1001 5 6 2
1002 1 10 8
1003 7 4 3
This data is then going to be plotted on a graph with Day# on the X-axis and ER_Q1 on the Y-axis
I would do this in two steps:
Create a query that gets the MIN date for each SubjectNumber
Join this query to your existing query, so you can perform a DATEDIFF calculation on the MIN date and the date of the current record.
I'm not entirely sure of what it is that you need, but perhaps a calendar table would be of help. Just create a local table that contains all of the days of the year in it, then use that table to JOIN your dates up?