I have a database that is more or less the following:
John Smith
Jan 1 2016
Sales $80
Jan 2 2016
Sales $100
Jane Doe
Jan 1 2016
Sales $85
Jan 2 2016
Sales $110
My report is setup to break on names and on dates (b/c in actuality there are more numbers than just sales, but I'm simplifying this question).
I need to find the average for a week, rolling 4 weeks, and month for each person. I can control the date range specified in the report using a form I made so I can get them to click a button that autofills a range of time based on today (a week would be the previous 7 days, etc).
I cannot however figure out how to make it average everything under a name. Using Avg, DAvg, and some "grouping" controls have not resulted in anything useable. DAvg got me the closest but it would average EVERYONE together instead of breaking each person by their name (which is "Employee Name" in the query).
Any help or ideas would be vastly appreciated! I don't care if it is a modification to the query language or the report itself as I'm versed in VBA, SQL, and Access to an extent. I came from doing things in Excel, so I'm no Access pro, but I'm great with Excel. Unfortunately that doesn't solve my problem here haha! Oh wait, that's not funny...doh!
Thanks everyone!
It should follow this line:
Select Person, Avg(Sales), Format(yyyymm, [Date])
From YourTable
Group By Person, Format(yyyymm, [Date])
For weeks it gets a little more complicated as weeks cross New Year.
Related
First off its been a long week and I'm having a moment e.g. I just can't figure this out but I know its straight forward.
I have a CTE with a query for a GL Detail and one for Budget which are bought together to display all the details needed for a report.
For example the GL detail bring back the actual amount from a date range such as 2019-01-01 and 2019-04-01
and the budget part brings back the budget for each month so the date range is 2019-01-01 and 2019-12-01 as I need to sum up the total budget in a report.
Using an iif expression in SSRS the report shows the actuals up to the month a user select (there is on a to_date parameter)such as April then the report shows actual from Jan and then budget from May to Dec. I need to show the total of budget for the 12 month which is straight forward as I have bought each month amount back.
My question is I need to sum the GL actual amount for the months selected in by the user Jan to April and the remaining budget amounts May to Dec. For some reason I just can't work it out in my head.
Edit - I'm using
postgresql
SSRS - Microsoft SQL Server Reporting Services
columns are in GL is gldetail.amount and for Budget budget.amount_budget - I have a column in both gldetail and budget queries which is called post_date.
Worked it out -
,case
when src.post_date <= src._to_date then src.amount
when src.post_date > src._to_date then src.amount_budget
end as actual_budget_total
Then in the report sum the actual_budget_total
In my table, positive numbers are stored as negatives and vice versa. This makes sense from an accounting point of view, however, I would like to make a select statement that returns the numbers reversed.
Example as stored in db:
YEAR MONTH REVENUE
-------------------------
2017 12 -12000,00
2017 11 -1500,00
2017 10 30000,00
This tells me that there was a surplus in December 2017 and a deficit in November and October.
Is there a function that does this or do I need some more advanced SQL wizardry?
Disclaimer: I understand this question might have been asked several times before. I am asking again because I am looking for a more simplified answer (if possible?)
As stated in comment multiply by -1
Select
Year,
Month,
Revenue * -1 as Revenue
From Table
I have been given population data like this;
Year Region Population
----------------------------------
2012 District1 1000
2012 District2 1500
2012 District3 2000
Now I have to make a cube where a user can filter population in Month, Quarter and Year level. So I decided to enter data into a fact table with each and every month of the given year that means 12 records for each District with the same given number. So if a user asks for any month he will get the same count. But now the problem is if user does not filter it by Month, Quarter and Year I get the Sum of all the data that means District1 will display 12 times 1000 = 12000. How can I get 1000 for district1 at any given time? If data is in multiple years then also it should not sum them up. Is my approach wrong? Hope I am clear enough to explain the problem.
Your fact is a semi additive measure, more info at http://msdn.microsoft.com/en-us/library/ms175356.aspx
I've been working on this for a while and trying different styles... I need to develop a tracking spreadsheet (for 50 employees) that will calculate accruing vacation time and vacation time used based on the following parameters:
*Employees who have worked less than 3 years but past the 90 day anniversary with the company (at which they start accruing) (there is one more caveat on this... the accrual day is the 1st of the month of the month past the 90 days)[I figured this 90 day item out on my excel sheet] it will accrue at:
- 4 hours a month, at the end of the month, with a MAX cap of 72 hours that they can have stored (but if they use vacation time and fall below the 72 hours they can continue to accrue again up to 72 hours...)
*Employees who have worked more than 3 years but less than 6 years with the company carry over their prior vacation and begin to accrue from here onward at:
- 6.8 hours a month, at the end of the month, with a MAX cap of 122.4 hours that they can have stored (but if they use vacation time and fall below the 122.4 hours they can continue to accrue again up to 122.4 hours...)
*Employees 6 years and over with the company carry over their prior vacation and begin to accrue from here onward at:
- 10 hours a month, at the end of the month, with a MAX cap of 180 hours that they can have stored (but if they use vacation time and fall below the 180 hours they can continue to accrue again up to 180 hours....)
& yes, I need to be able to deduct vacation time used.
Does anyone have any suggestions for layout or for a formula that can do part of these functions? I appreciate any advice or suggestion on what else I can use!
I have created a test sheet, and was accruing based on these conditions for the first and started on the second set of rules (for years 3+).
However when I accrue to the max of 72 hours on the first policy, it no longer accrues correctly if they used vacation and fall under the 72 hours cap again.
I know this is a overcomplicated policy, but that is what the company wants and they will not budge.... Any help or advice is appreciated. I know my sheet isn't great.. but I'm trying options.
Below is the equation I used for the 90 day:
=IF(F2<TODAY()-90, F2+90, "90 Day Period")
Then to get the first day of the month after I used:
=IF(G2="90 Day Period","N/A",DATE(YEAR(G2),MONTH(G2)+1,1))
I tried using for the accrual of the first rule (but it has issues...):
=IF(N2="N/A","N/A",IF(N2<=36,MIN(72,((N2*4)-P2),72),(72-P2)))
For second rule:
=IF(AND(N2>36,N2<=72),MIN(122.4,((N2-36)*6.8)+Q2-S2),0)
Let
column A EmpName
column B EntryDate
Column C DaysSpent for the current month
Column D capped Accruel buffer at end of month
repeat Columns C and D month after month
example
01-Sep-2013 01-Oct-2013
EmpName EntryDate spent buffer spent buffer ... etc ...
.-------.-----------.-----------.------.-----------.------.
me 01-Jan-2010 0 12 0 18.8
you 01-Jun-2013 0 4 0 4
In order not to get spaghetti formulas I recommend to create some user defined functions in VBA, like
Function GetCap(EntryDate, ThisDate) As Single
Function GetMonthly(EntryDate, ThisDate) As Single
By experience it's easier to debug/maintain 2-3 nested If's or Select Case's in VBA than 92 character long formulas with no blanks, no comments etc. in the sheet. Should the business logic change, there's one code block to review - instead of dozens/hundreds of formula in a sheet that has grown for 3x12 months x 50 users.
The above functions may want the help of e.g.
Function EndOfMonth(MyDate) as Date
Function BeginOfNextMonth(MyDate) as Date
so that in the sheet you just
manually enter hours spent month after month
calculate new buffer as = MIN([oldbuffer] - [Spent] + GetMonthly(...), GetCap(...))
carefully use relative/absolute addressing to make the formula "copyable" across columns/rows, e.g.
row-absolute on ThisDate got from the header when copying downwards
column-absolute on EntryDate for each Emp when copying rightwards
You can of course use =GetCap(...) and =GetMonthly(...) directly in cells of your sheet to display intermediate results and for debugging purposes.
Be carefull when you compare dates
Tips:
3 years later is not always 365x3 days later
check what the VBA DateSerial() functions does for months > 12 and months < 0
the end of next month always is the first days of 2 months ahead minus 1 ... even in February of a leap year ggg
and post more questions if you get stuck on these functions.
Greetings SQL gurus,
I don't know if you can help me, but I will try. I have several large databases grouped by year (each year in a different database). I want to be able to compare values from a particular week from one year to the next. For example, "show me week 17 of 2008 vs. week 17 of 2002."
I have the following definition of weeks that ideally I would use:
Only 52 weeks each year and 7 days a week (that only takes 364 days),
The first day of the first week starts from January 2nd - which means we do not use January 1st data, and
In leap year, the first day of the first week ALSO starts from the January 2nd plus we skip Feb. 29.
Any ideas?
Thanks in advance.
Best to avoid creating a table because then you have to update and maintain it to get your queries to work.
DatePart('ww',[myDate]) will give you the week number. You may run into some issues though deciding which week belongs to which year - for example if Jan 1 2003 is on Wednesday does the week belong as week 52 in 2002 or week 1 in 2003? Your accounting department will have a day of the week that is your end of week (usually Sat). I usually just pick the year that has the most days in it. DatePart will always count the first week as 1 and in the case of the example above the last week as 53. You may not care that much either way. You can create queries for each year
SELECT DatePart('ww',[myDate]) as WeekNumber,myYearTable.* as WeekNumber
FROM myYearTable
and then join the queries to get your data. You'll loose a couple days at the end of the year if one table has 52 weeks and one has 53 (most will show as 53). Or you can do it by your weekending day - this always gives you Saturday which would push a late week into the following year.
(7-Weekday([myDate]))+[myDate]
then
DatePart('ww',(7-Weekday([myDate]))+[myDate])
Hope that helps
To get the week number
'to get the week number in the year
select datepart( week, datefield)
'to get the week number in the month
select (datepart(dd,datefield) -1 ) / 7 + 1
You don't need to complicate things thinking about leap years, etc. Just compare weeks mon to sun
SInce you havea a specifc defintion of when the week starts that is differnt that the standard used by the db, I think a weeks table is the solution to your problem. For each year create a table that defines the dates contained in each week and the week number. Then by joining to that table as well as the relevant other tables, you can ask for just the data for week 17.
Table structure
Date Week
20090102 1
20090103 1
etc.
I needed to create a query that shows BOTH year AND week numbers, like 2014-52. The year shows correct when you use the Datepart() formula to convert week 53 to week 52 in the previous year, but shows the wrong year for the week that was week 1 previously that should be week 52 now. It show that week as 2015-52 instead of 2014-52.
Furthermore, it sorts the data wrong if you only use only the week number, eg:
2014-1,2014-11,2014-2
To overcome this I created the following query to insert a 0 and also to check for days in week 1 that should still fall under week 52.
ActualWeek: IIf(DatePart("ww",[SomeDate],1,3)=52 And DatePart("ww",[SomeDate])=1, DatePart("yyyy",[SomeDate],1,3)-1,DatePart("yyyy",[SomeDate],1,3)) & "-" & IIf(DatePart("ww",[SomeDate],1,3)<10,"0" & DatePart("ww",[SomeDate],1,3),DatePart("ww",[SomeDate],1,3))