Analysis :: Annualized Amount Based On Completed Quarters
Aug 26, 2015
I would like to add a calculation to provide an annualized Gross Amount value. Most solutions I have seen are for annualizing down to the day. For instance, if today is the 123rd day of the year, the calculation would be Amount / 123 * 365. What I want to do is annualize the amount based only on completed periods. Today is 8/26.
The last completed quarter ended on 6/30. Therefore I want to basically take the sum of Q1 and Q2, divide by two, and multiply by four to get an annualized amount based on completed quarters. Eventually I want to do something similar with months.
So here's what I have so far. In my DSV my DimDate is actually based on a view. The view has a Date column with the actual date, all of the normal fields you would expect in a DimDate table, and two columns that look like this:
CASE
WHEN [Date] < DATEADD(QQ, DATEDIFF(QQ, 0, GETDATE()), 0)
THEN 'Y'
ELSE 'N'
END AS
CompletedQuarter,
[Code] ....
Note that for dates between 1/1 and 3/31 the CompletedQuarterCount will be 0. I want any annualized amount to be 0 in that case because I only want to use completed quarters in my calculation.
I added both to my Pay Date dimension (which uses vwDimDate from the DSV) in the cube. I have tried the calculation below and in my Excel pivot table I'm getting blanks for the calculated field.
CREATE MEMBER CURRENTCUBE.[Measures].[Gross Amount Annualized by Pay Date Quarter]
AS SUM(
IIF([Pay Date].[Pay Date Completed Quarter Count] > 0,
[Gross Amount] / [Pay Date].[Pay Date Completed Quarter Count] * 4,
0)
),
FORMAT_STRING = "Currency",
VISIBLE = 1 , ASSOCIATED_MEASURE_GROUP = 'Fact Claim' ;
I have been following the tutorial/blog post HERE to create an annualization (or "run rate") of my Gross Amount measure. What I want to do now is exclude any period that is not "complete".
For example, if today is 9/9 then Q3 is not complete - only Q1 and Q2 are complete. And if I'm looking at it monthly then January through August are complete, but September is not.
Cells B5 and D5 look exactly as I expect and want them to be. On row 6 below under each "Gross Annualized" value I have basically just put the formula for what it's actually doing.
What I would like to see in the blue cell is $67,211,697,268 - essentially the most recent annualization for a completed period. The annualization for Q3 is misleading because the quarter has not yet completed. There's $16b in Q1 and $17b in Q2, so the measly $78m in Q3 (yellow cell) is dragging the annualization down significantly. Even worse, the Gross Amount for Q4 is being treated as a $0.00, which is further dragging down the "2015 Gross Annualized" amount in blue. In a T-SQL average calculation, for example, I think the green cell would be treated as NULL rather than $0. That's kind of the behavior I want.
So I would like to do two things:
Create a calculation (probably just a 0 or 1 flag) that indicates whether the current period is complete or not. Again, using 9/9/2015 as an example, Q2 would be complete but Q3 would not be. And August would be complete, but September would not. Make the blue cell show $67,211,697,268 - an annualization based on completed quarters only.
For whatever it's worth here is the current calculation for Gross Annualized.
CREATE MEMBER CURRENTCUBE.[Measures].[Gross YTD] AS AGGREGATE( YTD([Pay Date].[Calendar].CurrentMember) ,[Measures].[Gross Amount]), FORMAT_STRING = "Currency", VISIBLE = 0;
I want to frame a range of data based on particular group of columns
If OBJECT_ID('tempdb..#ResellerRange') IS NOT NULL drop table #ResellerRange create table #ResellerRange ( ResID varchar(10) , amt decimal(18,2) , serialno int)
insert into #ResellerRange ( ResID,amt, serialno ) values ('Raja',10,67),('raja',10,68),('raja',10,89),('Prabu',20,56)
I want below output
resid amt min max ---------------------------------- raja 10 67 68 raja 10 89 89 Prabu 20 56 56
I'm troubleshooting a performance issue , Looking at Profiler - for the given statement, I'm getting the following figures , why would there be such a disparity between the figures. ? How can I go about finding out why there is such difference?
I created a Calculated measure in cube something like this : ([TransType].[TransTypeHierarchy].[TransTypeCategoryParent].&[SPEND],[Measures].[Transaction Amount]). To get only spend transactions. Now, I want to slice this measure with same hierarchy to find the amount distribution across different transaction types under spend transaction. But this query behaving like the measure doesn't have relation with measure.
you can think this as below query: WITH MEMBER SPEND AS ([TransType].[TransTypeHierarchy].[TransTypeCategoryParent].&[SPEND],[Measures].[Transaction Amount]) SELECT NON EMPTY {SPEND} ON 0 ,NON EMPTY ([TransType].[TransTypeHierarchy].[TransTypeCategoryParent]) ON 1 FROM [CUBE]
expected result... if @quarter = 'First' AND @year = 2007 - returns all data of jan,feb,mar of 2007 empno month1 sss_ee1 sss_er1 month2 sss_ee2 sss_er2 month3 sss_ee3 sss_er3 1 January 500 100 Feb 0 0 March 1100 500 2 January 0 0 Feb 0 0 March 0 0 3 January 0 0 Feb 0 0 March 0 0
if @quarter = 'Second' AND @year = 2007 - returns all data of apr,may,jun of 2007 empno month1 sss_ee1 sss_er1 month2 sss_ee2 sss_er2 month3 sss_ee3 sss_er3 1 April 0 0 May 0 0 June 0 0 2 April 800 400 May 0 0 June 0 0 3 April 900 500 May 0 0 June 0 0
and so on....
-Thanks
-Ron-
"A logician trying to explain logic to a programmer is like a cat trying to explain to a fish what it's like to get wet."
I want past two and next two quarters from the present quarterLike now its 4th quarter i should get 3rd and 2nd quarter and next two quarters that is 1st and 2nd also this is my table and when the year changes data is not fetched correctly
I'm trying to create a percentile rank function based on the standard WIKI version:
I've seen Brian Knight's article here, but that only deals with percentile.
Where I'm struggling is getting the count of members in a set using a measure, in the current context on the same hierarchy, as the filter expression. I'm using the comparative set as in belonging to the same geographical location, and therefore associating by another attribute.
So, cl as below:
MEMBER [Measures].[RegionPercentileCount] AS Count( Filter( NonEmpty( descendants(Ancestor( [Supplier].[NameMap].CurrentMember, [Supplier].[NameMap].[Region]), [Supplier].[NameMap].[Supplier Id]), [Measures].[ActiveMeasure]) , [Measures].[ActiveMeasure] < ([Supplier].[NameMap].CurrentMember, [Measures].[ActiveMeasure])))
Using the same measure and context hierarchy is always going to be equal, and therefore the count is always zero. Its almost as if I need a nested context for the FILTER which allows me to use enumerate the set on the same hierarchy whilst maintaining the external reference.
I'm thinking that perhaps I'm going to have to create another hierarchy and use that as the filter set and reference through StrToMember or similar.
Need to resolve this calculation, which I would believe is something very common on SSAS environments.
Like many companies, my company has different ways of calculating Sales and the two I want to focus are Sales Gross and Sales Net.
At a high level, we calculate Sales Gross as Sales with returns, and Sales Net as Sales without returns.
We have an attribute called Order Type that has various types of orders a user can execute with my company. One of them is Returns. If you return something back to us, we record that as a return line on the sales table. With that, we can calculate that return, breaking data down by Order Type, such as:
Order Type Line Total
Mail Orders $ 776,655.44
Internet Orders $ 2,211,334.00
Call Center Orders $ 11,223,344.00
Credit Orders $ (55,666.00)
Today, to calculate Sales Gross and Sales Net, we are creating two dimensions: DimSalesGross and DimSalesNet.
To calculate Sales Gross, we leave the data at the natural state, not making any changes to mappings.
To calculate Sales Net, we map Credit Orders to Call Center Orders at the ETL level, getting a Net value for sales (Orders - Returns), however, I doubt this is the correct way of doing.
I would like to have a Line Total Net / Line Total Gross calculation, which would be based on the Order Type value.
Perhaps using a CASE statement in MDX? Is the above possible?
I was trying to do cascading parameters based off my cube and I wasn't able to do this. Is it possible?
For example, I have a dimension that has Products so I first select the parameter for product type (Dairy, Frozen, Candy) and then I have another dropdown listbox that has the name of each product (Milk, Ice Cream, Lemon Drops). The second dropdown listbox should only contain the products that match what parameter was selected in the first dropdown.
When I couldn't get that to work, I went to the source system containing the Dimension tables and just did nice and easy SQL statements from there. It worked but I, for some reason that I can't explain, think this is not the proper way to do it.
Also, is there a way to have a default on the second parameter based on the first parameter selected? I would assume that default would be [All].
I have number of users which are under 6 Groups. We have 4 drill through actions. Now I would like to restrict 2 drill through actions for only some groups.
I am pretty new to MDX and am having trouble getting what I need out of this MDX query. Some business rules:
Gross Amount applies to all clients, whether Type A or Type B. I always want to return Gross Amount.Some clients are Type A, some are Type B, some are both, and some are neither.There are Type A Net Amount and Type B Net Amount values for all clients, but I only want to display the Type A Net value if the client is a Type A client, only Type B if the client is a Type B, or both for both, and neither for neither. I would like to return blank/null, not $0.00, for those values that should not be displayed.
Here's the basic query.
SELECT { [Measures].[Gross Amount], [Measures].[Type A Net Amount], [Measures].[Type B Net Amount] } ON COLUMNS, NON EMPTY {[Dim Client].[Parent Client Code].[Parent Client Code] * [Dim Client].[Child Client Code].[Child Client Code] * [Dim Client].[Is Type A].CHILDREN * [Dim Client].[Is Type B].CHILDREN } ON ROWS FROM ClientInfo
I am new to SSAS. I have requirement to build a cube based on SQL Stored procedure. This Stored Procedure contains lot of temp tables, which are aggregated as measure columns.
Initially I have done creating views on each temp table, finally I created a view which calls like 15 views. when I try to execute the view, it is taking long time to execute the view.
I tried building cube on this view, when I try to deploy, even it is taking long time to deply..I have waited for 2 hours, still the deployement process going..
What I wonder is, is there any other way I can build cube based on SQL stored Procedure.
I have an issue related to SSAS security. We have an SSAS multidimensional cube which needs 3 types of security:
- Access to the entire cube => OK, based upon a role - Restricted access to one department (= dimension) => OK, based upon a role - Access to the entire cube, but with dynamic security on 2 measures.
Let's say, we have 2 departments (food and non-food). Users within food are allowed to see sales and pieces from the food department, but not from the non-food department.
It is not an option to restrict access to the non-food department because there are other measure which they have access to. I tried cell security, but this is very slow and generates multiple empty rows on my selections.
- Sales Volume: Information about sold articles to a customer incl. Selling date - Survey: irregular answered survey questions about customers incl. date of answer and three Dimensions: - Customer - Date - Survey Answer: Information about possible Answer values (e.g. Yes / No)
We would like to be able to determine the aggregated sales volume (sum) of a customer for a specific period depending on the latest survey answer within this period.
For example: Selected Time period: Jan - Jul 2015 Sales Volume Customer X - Jan - Jul 2015: 1000 Litres Sales Volume Customer Y - Jan - Jul 2015: 500 Litres
Surveys answered:
15th Jan 15: Customer X, Survey Question A: Yes 2nd Mar 15: Customer X, Survey Question A: No 20th Apr 15: Customer X, Survey Question A: Yes
10th Feb 15: Customer Y, Survey Question A: Yes 20th Jul 15: Customer Y, Survey Question A: No
Latest survey answer (Jan-Jul) Customer X, Question A: Yes Latest survey answer (Jan-Jul) Customer Y, Question A: No
Excel Pivot should show something like this:
Question | Latest Answer: Yes | No |
------------------------------------------------------------------------------------ A | 1000 Litres | 500 Litres |
I've got a RS2000 report from Analysis services 2000. This report is working fine but after the upgrade to SQL2K5, i'm having issues with changes to parameters.
Basically i'm passing DateQuarter, CustomersLevel as parameters to the following mdx script. I've tried to change mdx script in RS2005 but no luck yet. I don't much about the parameter level changes in sql2k5. So can anyone suggest what is wrong in the script.
In sql2000 the script looks like this...
="with " & "member [Measures].[Ex Price] as 'coalesceempty([Measures].[Ex Price After Trade Discount - Detail],0.00)' " & "Member [Measures].[CustomerUniqueName] as '[Customers By Class].currentmember.UniqueName' " & "Member [Measures].[CustomerDisplayName] as '[Customers By Class].Currentmember.Name' " & "SELECT " & "{[Measures].[CustomerUniqueName],[Measures].[CustomerDisplayName]} on Columns, " & "filter({descendants(" & Parameters!CustomerClass.value & ", [Customers by Class].[" & Parameters!CustomersLevel.value & "], SELF)}, " & " [Measures].[Ex Price] > 0) on rows " & "from Sales "
i've changed the script in sql2005 but not working yet..
with member [Measures].[Ex Price] as 'coalesceempty([Measures].[Ex Price After Trade Discount - Detail],0.00)' Member [Measures].[CustomerUniqueName] as '[Customers By Class].currentmember.UniqueName' Member [Measures].[CustomerDisplayName] as '[Customers By Class].Currentmember.Name'
SELECT {[Measures].[CustomerUniqueName],[Measures].[CustomerDisplayName]} on Columns, filter({descendants( STRTOMEMBER(@CustomerClass), "[Customer Class]." + STRTOMEMBER(@CustomersLevel), SELF)}, [Measures].[Ex Price] > 0) on rows from Sales
I'm creating a temporary table in a Sql 2005 stored procedure that contains the transaction amount entered in a period <= the period the user enters. I can return that amount in my result set. But I also need to separate out by account the amounts just in the period = the period the user enters. There can be many entries or no entries in any period. I populate the temporary table this way:
SELECT t.gl7accountsid, a.accountnumber, a.description, a.category, t.POSTDATE, t.poststatus, t.TRANSACTIONTYPE, t.AMOUNT, case when t.transactiontype=2 then amount * (-1) else amount end as transamount, t.ENCUMBRANCESTATUS, t.gl7fiscalperiodsid
FROM UrsinusCollege.dbo.gl7accounts a
join ursinuscollege.dbo.gl7transactions t on a.gl7accountsid=t.gl7accountsid
where (t.gl7fiscalperiodsid >= 97 And t.gl7fiscalperiodsid<=@FiscalPeriod_identifier) And poststatus in (2,3) and left(a.accountnumber,5) between '2-110' and '2-999' And right(a.accountnumber,4) > 7149 And not(right(a.accountnumber,4)) in ('7171','7897')
order by a.accountnumber
Later I create a temporary table that contains budget information. I join these 2 temporary tables to produce my result set. But I don't know how to get the information for just one period. For example, if the user enters 99 as the FiscalPeriod_identifier, I need a separate field that contains only those amounts(if any) that were entered for each account in Period 99.
Can anyone help? It may be that I am not seeing the forest for the trees, but I can't figure it out.
I am currently reading your article titled, "MDX in Analysis Services: Create a Cube-Based Hierarchical Picklist". This article is directly applicable to a problem we are currently trying to solve regarding ragged hierarchies as input parameters.
I have not read the entire article through but am in the process of doing so. Also, I will be trying to implement your solution.
I have one question, will SSRS support multi selection when using a hierarchical picklist? Thanks in advance for any assistance.
I have a business requirement to build a tabular data model, where I need to mask information of other Agents from a given Agent but I still need to show the overall sales of the given product.
For eg: IF an Agent is in APAC region he should see APAC region sales and also should be able see the sales of the same product in other region without knowing region specific break down.
For Agent "Tom" in APAC region, the numbers will look like this APAC_Sales = 100,000 Other_Sales = 500,000
And if "John" is in NA region, then the number will look like this for him
NA_Sales = 200,000 Other_Sales = 400,000
I wanted to create "Roles" based on the Region, so all the agents belong to "APAC" region will have same view as Tom and "NA" region agents will have John's view.
I'm trying to do some analysis on duplicate records based off of several match keys. I have a data set of approximately 30,000 people and the goal is to determine how many duplicate matches are in the system.
How would I write an SQL statement that looks for the following pieces of information. (I'm not using one person as an example; I need to do an analysis on the entire data set)
First name (exact match) Last name (exact match) Address line 1 (exact match) Postal code/zip (exact match)
First Initial (exact match) Last name (exact match) DOB exact match Postal code/zip (exact match)
i want to create a new measure that will behave based on the dimension dropped,ex. if i added the employee dimension only it will aggregate data from the #Calls Count but if i added the product dimension it should display # Product Calls at the product level and #Calls Count at the employee level as shown in the screen shot.
I'm looking for a new way to publish reports based on OLAP data and was very disappointed to find that Reporting Services does not natively support displaying MDX query results in a matrix. While it is possible to assign an MDX query to the matrix control in Reporting Services, the two main problems are that the columns of the query must be measures (not dimensions), and it does not support display of server based formatting (fore color, back color, and font flags).
Does anyone know of any custom control that properly deals with Analysis Services data?
I need to create a set so that when a user selects a month in filter (say 201506) then it should give me a list of months from 201406 to 201506. Any appropriate MDX query.
I am trying to implement data masking based on user login and not sure why this is not working. I have the dimensions DimBrand, DimProduct and DimUser. I should mask the BrandCode with 'XXXX' nothing but in the report all the BrandCode should appear but few of the code will be masked if the user is not belongs to that group. I have a fact table FactProduct in this. In the cube I created all these 3 dimensions and the fact table. I created a new dimension DimBrandMask and I separated the code over there with a relationship with the actual DimBrand dimension. In the cube a reference relationship is set up with the measure group. Created a role with read access.
In the dimension data tab of role I put the below MDX to allowed set.
I have a table named Prescription that consists of attributes like PatientId, MedicineCode, MedicineName, Prices of different drugs, quantity of different drugs(e.g 1,2,3,10), date .
I would like to get a summary of the total number and amount of different drugs in a specific period, the total amount of each type of drug.
I am working on a model where I have a sales fact table. Each fact record has four different customer fields (ship- to, sold-to, payer, and bill-to customer). I have one customer dimension table that joins to the sales fact table four times (once for each of the customer fields above). When viewing the data in Excel, I would like to have four hierarchies (ship -to, sold-to, payer, and bill-to customer) within Customer.
Is there a way to build hierarchies within my Customer dimension based on the same Customer table? What I want is to view the data in Excel and see the Customer dimension. Within Customer, I want four hierarchies.
