How to handle monthly and yearly values - ssas

I have a Fact table that holds what are more or less, sales goals. The ETL process that populates it, generates 12 "weighted" values into seperate rows, one per month. Each row however, also includes a field that holds the yearly value. I do this with unpivot. This all works. Now Im trying to get at this data in the cube with an SSRS report. The problem seems to be that I can query and see the results that include either the yearly goal values or the monthly, weighted values, but not both in the same set.
[update for fact table details]
My Fact table looks something like this:
FK_Account
FK_User
Target
Projected
GoalYear
FK_DateKey
FK_Dept
MonthlyWeightedTarget
MonthlyWeightedProjected
When I load this fact table via the ETL, I get the date key associated with each monthly value (MonthlyWeightedTarget). That will be 12 seperate records, but each one will have the same yearly value. Im not including next years value as a seperate column, because there are seperate records already associated with that year.
Basically, the users define a set of goals associated with a given year. Then I am applying a "weighting" to generate 12 seperate "monthly" records, which total up to the yearly target goal. Hope this makes sense.
What I need to see is something like this result:
Account Name
YTDgoal
YearGoal
NextYrGoal
I created a calculated member for the NextYrGoal, but now Im not sure I even need it.
What would be a good approach for handling the above (getting the ytd, yearly and next year values) ?
If I was getting at these values with TSQL, I would sum on the monthly values, and just include the associated yearly and next years values, grouping by account, year-goal, next-year-goal

Related

Microsoft Access- How to create dynamic variables that queries a selection of Columns

Example Data Picture
My main data table is constructed in the following way:
1.State
2.Product
3.Account Name
4.Jan-20
5.Feb-20
.
.
.
N.)Recent Month- Recent Year
My goal is to get 6 total sums based on 6 different contiguous that are user selected. For example, if someone wanted the value of an Account Given a State and Product for FY-2020, they would sum columns 4 to column 15 (Twelve Months).
I am going to be running joins and queries off of the State, Product, Account combinations (first three columns), but I need to create a method to sum the Data table given a list of Column Numbers.
At this point, I am not looking to put non-contiguous columns in a selected Time Period (i.e. all time period selections will be from Col.Beg_TPn to and including Col.End_TPn). The Data Table houses monthly data that will have one new column every month. The Column Number should stay consistent as we are not looking back further than FY-2020.
This a much easier problem in Excel as you can do a simple SumIfs with an Index of the Column Range as the SumRange and then you filter on Columns 1,2,3. My data table is about 30,000 rows, so Excel freezes on me when could calculations and functions on the entire data set.
What is the best way to go about this in Microsoft Access? Ideally, I would like to create a CTE_TimePeriodTotals that houses the First 3 Columns (State,Product,Account) and then 6 TP Columns (tp-1,tp-2...) that holds the sum of each time period for each row based on the Time Period Column Starts and Time Period Column End.

Power pivot ytd calculation

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

Query to find average stock ... with a twist

We are trying to calculate average stock from a movements table in a single sql sentence.
As far as we are, no problem with what we thought was a standard approach, instead of adding up the daily stock and divide by the number of days, as we don’t have daily stock, we simply add (movements*remaining days) :
select sum(quantity*(END_DATE-move_date))/(END_DATE-START_DATE)
from move_table
where move_date<=END_DATE
This is a simplified example, in real life we already take care of the initial stock at the starting date. Let’s say there are no movements prior to start_date.
Quantity sign depends on move type (sale, purchase, inventory, etc).
Of course this is done grouping by product, warehouse, ... but you get the idea.
It works as expected and the calculus is fine.
But (there is always a “but”), our customer doesn’t like accounting days when there is no stock (all stock sold out). So, he doesnt like
Sum of (daily_stock) / number_of_days (which is what we calculate using a diferent math)
Instead, he would like
Sum of (daily stock) / number_of_days_in_which_stock_is_not_zero
For sure we can do this in any programming language without much effort, but I was wondering how to do it using plain sql ... and wasn’t able to come up with a solution.
Any suggestion?
Consider creating a new table called something like Stock_EndOfDay_History that has the following columns.
stock#
date
stock_count_eod
This table would get a new row for each stock item at the start of a new day for the prior day. Rows could then be purged from this table once the applicable date value went outside the date window of interest.
To get the "number_of_days_in_which_stock_is_not_zero", use this.
SELECT COUNT(*) AS 'Not_Zero_Stock_Days' FROM Stock_EndOfDay_History
WHERE stock# = <stock#_value>
AND <date_window_clause>
Other approaches might attempt to just add a new column to the existing stock table to maintain a cumulative sum of the " number_of_days_in_which_stock_is_not_zero". But inevitably, questions will be asked as to how did the non-zero stock days count get calculated? Using this new table approach will address those questions better than the new column approach.

Filter PowerPivot based on multiple Date Criteria

I am trying to apply some Time Intelligence functions in my PowerPivot workbook concerning projects and money received for them. I have three relevant tables; Matters, Payments, and a Date Table.
Each matter has a creationDate, and a closureDate(from a linked table). Likewise, each payment has a date. I have reporting set up decently, but am now trying to use Time intelligence to filter this a bit more clearly.
How can I set a PowerPivot Pivot Table up so that the only Matters which show are those which existed within the period selected. e.g. If I select a slicer for 2014, I don't want to show a matter created in 2015, or one which was closed in 2013. The matter should have been active during the period specified.
Is this possible?
You want to show all the matters EXCEPT those where the CreationDate is after the upper limit of the date range you are looking at or the ClosureDate is before the lower limit of the date range you are looking at.
Assuming you have a data structure like this, where the left-hand table is the Matters and the right-hand one is the Payments:
If you have a calculated field called [Total Payments] that just adds up all the payments in the Payments table, a formula similar to this would work:-
[Payment in Range]:=IF(OR(MIN(Matters[Creation Date])>MAX('Reporting Dates'[Date]),MAX(Matters[Closure Date])<MIN('Reporting Dates'[Date])),BLANK(),[Total Payments])
Here is the result with one month selected in the timeline:
Or with one year selected in the year slicer:
NOTE: in my example, I have used a disconnected date table.
Also, you will see that the Grand Total adds up all the payments because it takes the lowest of all the creation dates and the highest of all the closure dates to determine whether to show a total payment value. If it is important that the Grand Total shows correctly, then an additional measure is required:
[Fixed Totals Payment in Range]:=IF(COUNTROWS(VALUES(Matters[Matter]))=1,[Payment in Range],SUMX(VALUES(Matters[Matter]),[Payment in Range]))
Replace the [Payment in Range] in your pivot table with this new measure and the totals will show correctly, however, this will only work if Matters[Matter] is used as one of the fields in the pivot table.
Use filters & the calculate function.
So, if you're Summing payments, it would look like.....
Payments 2014:= CALCULATE( SUM([Payments]), DateTable[Year]=2014)
The Sum function takes the entirety of payments & the filter function will only capture payments w/in 2014, based on the data connected to your date table.

How do I compute an average of calculated averages in MS reportviewer/rdlc?

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