I'm trying to create a NetSuite Time search that emulates the chart style display on an employee's weekly time record, with projects listed in rows and days of the week listed in columns, with totals by day and by project. The goal is to have a search auto filtered by "Last Week" that can be used with a drop down selector filter for employees. I know there are better ways, but this is a very specific demand from someone above who believes the NS time record is a "query" and wants it to act like one.
I'm good with NS searches but know almost next to nothing about coding. I tried some basic sum formulas using CASE WHEN but am having 2 issues:
1) Can't figure out how to get CASE WHEN to sort by the weekday output from DAY of the {date} and subsequently total the hours.
2) Not sure how to total hh:mm formatted time in searches, and can't figure out what the system name of the "Duration (Decimal)" field is.
Just need one line of a sum formula to total time data from one day of the week, and a way to solve the hh:mm issue and I am good to go from there.
CASE WHEN to_char({date}, 'D') LIKE 1 THEN {durationdecimal} ELSE 0 END
SUN = 1, MON = 2, etc.
Related
Let me start by saying that I am somewhat new to SQL/Snowflake and have been putting together queries for roughly 2 months. Some of my query language may not be ideal and I fully understand if there's a better, more efficient way to execute this query. Any and all input is appreciated. Also, this particular query is being developed in Snowflake.
My current query is pulling customer volumes by department and date based on a 45 day window with a 24 day lookback from current date and a 21 day look forward based on scheduled appointments. Each date is grouped based on where it falls within that 45 day window: current week (today through next 7 days), Week 1 (forward-looking days 8-14), and Week 2 (forward-looking days 15-21). I have been working to try and build out a comparison column that, for any date that lands within either the Week 1 or Week 2 group, will pull in prior period volumes from either 14 days prior (Week 1) or 21 days prior (Week 2) but am getting nowhere. Is there a best-practice for this type of column? Generic example of the current output is attached. Please note that the 'Prior Wk' column in the sample output was manually populated in an effort to illustrate the way this column should ideally work.
I have tried several different iterations of count(case...) similar to that listed below; however, the 'Prior Wk' column returns the count of encounters/scheduled encounters for the same day rather than those that occurred 14 or 21 days ago.
Count(Case When datediff(dd,SCHED_DTTM,getdate())
between -21 and -7 then 1 else null end
) as "Prior Wk"
I've tried to use an IFF statement as shown below, but no values return.
(IFF(ENCOUNTER_DATE > dateadd(dd,8,getdate()),
count(case when ENC_STATUS in (“Phone”,”InPerson”) AND
datediff(dd,ENCOUNTER_Date,getdate()) between 7 and 14 then 1
else null end), '0')
) as "Prior Wk"
Also have attempted creating and using a temporary table (example included) but have not managed to successfully pull information from the temp table that didn't completely disrupt my encounter/scheduled counts. Please note for this approach I've only focused on the 14 day group and have not begun to look at the 21 day/Week 2 group. My attempt to use the temp table to resolve the problem centered around the following clause (temp table alias: "Date1"):
CASE when AHS.GL_Number = "DATEVISIT1"."GL_NUMBER" AND
datevisit1.lookback14 = dateadd(dd,14,PE.CONTACT_Date)
then "DATEVISIT1"."ENC_Count"
else null end
as "Prior Wk"*
I am extremely appreciative of any insight on the current best practices around pulling prior period data into a column alongside current period data. Any misuse of terminology on my part is not deliberate.
I'm struggling to understand your requirement but it sounds like you need to use window functions https://docs.snowflake.com/en/sql-reference/functions-analytic.html, in this case likely a SUM window function. The LAG window function, https://docs.snowflake.com/en/sql-reference/functions/lag.html, might also be of some help
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've tried limiting data on monthly basis in spotfire and it's working fine.
Now I'm trying to do like getting the records from the current date to month start date.
For suppose if the current date is Sept 21, then i should get the records from Sept 21 to Sept-01(dynamically).
I have a property control to input the number of months.
The easiest way to do this is with Month and Year. For example, in your visualization:
Right Click > Properties > Data > Limit Data Using Expressions (Edit)
Then, use this expression:
Month([TheDate]) = Month(DateTimeNow()) and Year([TheDate]) = Year(DateTimeNow())
This will limit the data to only those rows with the current Year/Month combination in your data column. Just replace [TheDate] with whatever your date column name is.
In other places, you can wrap this in an IF statement if you'd like. It's redundant in this case, but sometimes helps with readability.
IF(Month([TheDate]) = Month(DateTimeNow()) and Year([TheDate]) = Year(DateTimeNow()),TRUE,FALSE)
#san - Adding to #scsimon answer. If you would like to precisely limit values between 1st of the current month to current date, you could add the below expression to 'Limit data using expression' section.
[Date]>=date(1&'-'&Month(DateTimeNow())&'-'&year(DateTimeNow())) and [Date]<=DateTimeNow()
I am struggling with a DAX pattern to allow me to plot an average duration value on a chart.
Here is the problem: My dataset has a field called dtOpened which is a date value describing when something started, and I want to be able to calculate the duration in days since that date.
I then want to be able to create an average duration since that date over a time period.
It is very easy to do when thinking about the value as it is now, but I want to be able to show a chart that describes what that average value would have been over various time periods on the x-axis (month/quarter/year).
The problem that I am facing is that if I create a calculated column to find the current age (NOW() - [dtOpened]), then it always uses the NOW() function - which is no use for historic time spans. Maybe I need a Measure for this, rather than a calculated column, but I cannot work out how to do it.
I have thought about using LASTDATE (rather than NOW) to work out what the last date would be in the filter context of any single month/quarter/year, but if the current month is only half way through, then it would probably need to consider today's date as the value from which to subtract the dtOpened value.
I would appreciate any help or pointers that you can give me!
It looks like you have a table (let's call it Cases) storing your cases with one record per case with fields like the following:
casename, dtOpened, OpenClosedFlag
You should create a date table with on record per day spanning your date range. The date table will have a month ending date field identifying the last day of the month (same for quarter & year). But this will be a disconnected date table. Don't create a relationship between the Date on the Date table and your case open date.
Then use iterative averagex to average the date differences.
Average Duration (days) :=
CALCULATE (
AVERAGEX ( Cases, MAX ( DateTable[Month Ending] ) - Cases[dtopened] ),
FILTER ( Cases, Cases[OpenClosedFlag] = "Open" ),
FILTER ( Cases, Cases[dtopened] <= MAX ( DateTable[Month Ending] ) )
)
Once you plot the measure against your Month you should see the average values represented correctly. You can do something similar for quarter & year.
You're a genius, Rory; Thanks.
In my example, I had a dtClosed field rather than an Opened/Closed flag, so there was one extra piece of filtering to do to test if the Case was closed at that point in time. So my measure ended up looking like this:
Average Duration:=CALCULATE(
AVERAGEX(CasesOnly, MAX(DT[LastDateM]) - CasesOnly[Owner Opened dtOnly]),
FILTER(CasesOnly, OR(ISBLANK(CasesOnly[Owner Resolution dtOnly]),
CasesOnly[Owner Resolution dtOnly] > MAX(DT[LastDateM]))),
FILTER(CasesOnly, CasesOnly[Owner Opened dtOnly] <= MAX(DT[LastDateM]))
)
And to get the chart, I plotted the DT[Date] field on the x-axis.
Thanks very much again.
I'm currently working on a project in which I want to aggregate data (resolution = 15 minutes) to weekly values.
I have 4 weeks and the view should include a value for each week AND every station.
My dataset includes more than 50 station.
What I have is this:
select name, avg(parameter1), avg(parameter2)
from data
where week in ('29','30','31','32')
group by name
order by name
But it only displays the avg value of all weeks. What I need is avg values for each week and each station.
Thanks for your help!
The problem is that when you do a 'GROUP BY' on just name you then flatten the weeks and you can only perform aggregate functions on them.
Your best option is to do a GROUP BY on both name and week so something like:
select name, week, avg(parameter1), avg(parameter2)
from data
where week in ('29','30','31','32')
group by name, week
order by name
PS - It' not entirely clear whether you're suggesting that you need one set of results for stations and one for weeks, or whether you need a set of results for every week at every station (which this answer provides the solution for). If you require the former then separate queries are the way to go.