I am trying to create a saved search that shows total orders today, yesterday, this week and this month. I am able to get all but the weekly one using date formulas.
All are Formula(Numberic) fields with summary type Count.
Today: CASE WHEN {trandate} = to_date({today}) THEN {number} END
Yesterday: CASE WHEN {trandate} = to_date(({today} - 1)) THEN {number} END
This Week??
This Month: CASE WHEN {trandate} BETWEEN to_date(TRUNC({today}, 'MONTH'), 'MM/DD/YYYY') AND to_date(LAST_DAY{today}) THEN {number} ELSE 0 END
Any suggestions appreciated!
The way to get this depends on whether you want values for the last 7 days or for this calendar week.
For the last 7 days:
case when {now} - {trandate} < 7 then {number} else 0 end
or for the current week
case when to_char({now}, 'IW') = to_char({trandate}, 'IW') then {number} else 0 end
where 'IW' is for the ISO Standard week numbering. You can also use 'WW' for week numbering where week 1 starts on Jan 1, week 2 on Jan 8 etc.
I'd suggest calculating the day of the week and using that to work back to the start of the week.
I have not tested, but my understanding is that Oracle db functions should work.
to_date({today} - to_char({trandate}, 'D'))
https://livesql.oracle.com/apex/livesql/file/content_GCEY1DN2CN5HZCUQFHVUYQD3G.html
Related
We can find different approaches to determining the week of the month, and even though there are many pages on 1:4 and/or 1:5, there is very few around 1:6 approach.
So to give you a bit of the context, I am working with a pivot table in Excel which gets its values from a Power Query source.
In Power Query, there is a function Date.WeekOfMonth which takes in the date and returns a number between 1 and 6.
In this definition, weeks start from Sunday and ends on Saturday.
So, for example, the first two days of October 2021 -i.e. Fri & Sat- fall in the 1st week of Oct, while the 3rd day of Oct 2021 starts the second week, and then the last day of October 2021,i.e. Oct 31, is the only day in the 6th week.
I had an automation task on hand in which I needed to pull data from the Power Query-generated pivot, so I had to implement a piece of code in VBA which calcs weeks the same.
Unfortunately, I couldn't find any prepared snippet, so after implementing I though it might worth sharing.
(Any comments and suggestions appreciated)
The DatePart function is perfect for this. Using DatePart with the interval set to "weeks" you can find the week of a given date. Then you subtract the number of weeks before the first day of that month (which sets the first day to week = 1).
Function WeekNumOfDate(D As Date) As Integer
WeekNumOfDate = DatePart("ww", D) - DatePart("ww", DateSerial(Year(D), Month(D), 1)) + 1
End Function
Here is a second version of the function that has the ability to set the FirstDayOfWeek argument:
Function WeekNumOfDate(D As Date, Optional FirstDayOfWeek As VbDayOfWeek = vbSunday) As Integer
WeekNumOfDate = DatePart("ww", D, FirstDayOfWeek) - DatePart("ww", DateSerial(Year(D), Month(D), 1), FirstDayOfWeek) + 1
End Function
As an example for using FirstDayOfWeek: With FirstDayOfWeek set to vbThursday, the date "Nov 5th, 2021" will return as Week 2, whereas it would by default be counted as Week 1. November 1st to 3rd of 2021 will be week 1, and then 4th to 10th will be week 2.
Its implementation in VBA is:
Function WeekOfMonth(My_Date As Date)
If Day(My_Date) > Day(My_Date - 1) And Weekday(My_Date) > Weekday(My_Date - 1) Then
WeekOfMonth = WeekOfMonth(My_Date - 1)
ElseIf Day(My_Date) > Day(My_Date - 1) And Weekday(My_Date) < Weekday(My_Date - 1) Then
WeekOfMonth = WeekOfMonth(My_Date - 1) + 1
Else
WeekOfMonth = 1
End If
End Function
Note that even though the above function is recursive, its time and space complexity is an expression of order N, which here cannot exceed 31.
I have an excel sheet with about 50,000 records where I need to find the number of minutes between two date timestamps but I need to exclude any minutes that occurred during the times we are not working.
Our schedule is M-F 8:30am-5:30pm, Saturdays 8:30am-1:30pm
We don't work Sundays or holidays.
As an example
Cell B2: [7/3/2020 2:16:21 PM]
Cell C2: [7/6/2020 9:20:23 AM]
The manually calculated answer for this one should be about 244 minutes. Task started Friday afternoon, Saturday was a holiday, don't work Sundays, task completed at 9:20am on Monday.
Usually, I come here and start writing a question and by the time I've understood my own problem well enough to post a question I have figured it out on my own but not this time! Help!
Update:
#ForwardEd shared this...
=((I2-H2)
-MAX(0,(NETWORKDAYS.INTL(H2,I2,"0000011",$M$2:$M$12)-1+(WEEKDAY(I2,1)=7)))*TIME(15,0,0)
-MAX(0,(NETWORKDAYS.INTL(H2,I2,"1111101",$M$2:$M$12)-(WEEKDAY(I2,1)=7)))*TIME(19,0,0)
-NETWORKDAYS.INTL(H2,I2,"1111110",$M$2:$M$12)-(NETWORKDAYS.INTL(H2,I2,"0000000")
-NETWORKDAYS.INTL(H2,I2,"0000000",$M$2:$M$12)))*24*60
Where H:H is the Start Date Timestamp and I:I is the Response Date Timestamp and M2:M12 contains my holiday list.
It worked beautifully until I ran into an example like this:
H2 - 07/26/2020 7:48:45 PM
I2 - 07/27/2020 8:57:58 AM
The net result was -650.78333. It looks like anything that starts one one day and ends on the next is coming back as negative.
We want to measure the average response time in minutes for the applications that require manual underwriting. These start timestamps are times that loan applications were received online so they could come in any time of day. The stop times are timestamps that represent the system recorded response time. i.e. the timestamp where an underwriter first did something with the loan application. If a loan application was received at 7pm and was not auto-decisioned then a manual underwriter will need to do something with it the next day when we start working.
If that application came in at 7pm on Wed and is decisioned by an underwriter at 8:46am on Tuursday, we would want to document 16 minutes for that application - not 826 counting the hours between 7pm and 8:30am.
What you want to look at is NETWORKDAYS.INTL. Use this in conjunction with the custom settings to determine the number of Saturdays, Sundays and for the number of days in between your start and end time. You know you have X amount of time per day that is non working time, and Y amount per Saturday.
Then you formula in essence becomes
(End time - start time) - X * No. Weekdays - Y * No. Saturdays - No. Sundays - No. Holidays
Now there will be some tricks in there in order to count your days. but that is the gist of what it boils down to in a formula.
The formulas that are doing the brunt of the work are:
WORKDAY
NETWORKDAYS.INTL
TIME
I avoided the use of an if statement by using a boolean operation that excel will resolve from TRUE/FALSE to 1/0 when sent through a math operator. Side note: I read somewhere that this is also faster than an IF statement, but have no way of proving it and really does not matter on a small number of calculations.
WORKDAY
This formula will return the day of the week for a given date, and a set day of the week to be 1. It will be need in this solution to determine if the end date is a Saturday which has a value of 7 in default setup up as well when option 1 is picked. The format for the formula is:
WORKDAY(Excel Serial date, day 1 of the week)
For this solution
WEEKDAY(B3,1)
NETWORKDAYS.INTL
This formula will be used to count the number of specific days a start and an end date. It can exclude a custom weekend or count a custom week. If it is supplied with a list of dates that are holidays they can be excluded as well. The basic format of the formula is:
NETWORKDAYS.INTL(Start Date, End Date, Custom week choice or workweek pattern, range of holiday dates)
When entering the formula it will give you a list of predefined options for the weekend choices. It will not talk about the pattern.
The pattern is a string 7 digits long consisting of 1 or 0. 0's represents the days you want to count and 1's are days you want to ignore. An important part of the pattern is that the first entry is MONDAY. "1010111" would count only Tuesdays and Thursdays.
TIME
Excel stores date as an integer. 1 represents 1st of January 1900, 2 the 2nd of January 1900 and so on. Time is stored as a decimal or if you prefer the percentage/fraction of a day or 24 hour period. So rather than figuring out the math to determine what percentage of a day X number of hours is, it is simpler to let excel calculate it for us and make the number a little more understandable to someone who may be deciphering the formula later. The basic format of the formula is:
TIME(Hours, Minutes, Seconds)
So as stated earlier, 6 key components need to be determined:
X - Amount of non working time after a weekday
Y - Amount of non working time after a Saturday
Number of weekdays
Number of Saturdays
Number of Sundays
Number of holidays
1) Determine Weekday Non-Working Hours
Based on the supplied information that work day stops at 1730 and starts as 0830. There are a couple of ways of doing the math. Subtract the working hours from 24 hours or count the non work hours at the end of the day and add them to the non work hours at the start of the day.
24 - (17.5 - 8.5) = 15
or
(24 - 17.5) + (8.5 - 0) = 15
For this example 15 will be hard coded into the final formula
2) Determine Saturday Non-Working Hours
Similar to above. Note that we are ignoring Sunday as it is a designated non working day which we already know is 24 hours or 1 day. We are just interested in the time between end of shift Saturday and start of the next normal working Monday. So it really gets calculated the same with just with difference end of shift time.
24 - (13.5 - 8.5) = 19
or
(24- 13.5) - (8.5 - 0) = 19
For this example 19 will be hard coded into the final formula
3) Determine Number of Weekdays
Based on the description earlier of of NETWORKDAYS.INT and working with the assumption that holidays are stored in the range F2:F2, and using a pattern of "0000011" the number of weekdays the formula will be as follows:
=NETWORKDAYS.INTL(B2,B3,"0000011",F2)
For this example the formula is place in cell F6
4) Determine Number of Saturdays
Similar 3) adjust the pattern to only select Saturdays by using "1111101"
=NETWORKDAYS.INTL(B2,B3,"1111101",F2)
For this example the formula is place in cell F7
5) Determine Number of Sundays
Similar 4) adjust the pattern to only select Saturdays by using "1111110"
=NETWORKDAYS.INTL(B2,B3,"1111110",F2)
For this example the formula is place in cell F8
6) Determine Number of Holidays
To get the number of holidays there is not a direct way of doing it. Instead take the difference between all days counted without holidays being factored in and all days counted with holidays counted in.
=NETWORKDAYS.INTL(B2,B3,"0000000")-NETWORKDAYS.INTL(B2,B3,"0000000",$F$2:F2)
For this example the formula is place in cell F9
Now at this point I would love to say just substitute all of the above into the generic formula, but there are a couple of special cases that need to be taken care of. You may have also noted I have not used the WEEKDAY formula yet.
So in order to count the number of days to which X is going to apply, its really the number of days minus 1. The minus 1 is because you want to cont the intervals between days, not the number of days themselves. This gets a little bit more trickier when the end day is a Saturday because there is still an interval there but Saturday is not counted as a weekday. So the True count for number of weekday intervals is:
=MAX(0,(F6-1+(WEEKDAY(B3,1)=7)))
I originally had the MAX(0, calc) in there to prevent the posibility of the day count being negative. After arriving at this final format it may not be needed and you might get away with the following but its untested:
=F6-1+(WEEKDAY(B3,1)=7)
This same concept needs to be applied to your Saturday count. If you job ends on Saturday you do not need to subtract the non working hours after the last Saturday. You formula will look like:
=MAX(0,(F7-(WEEKDAY(B3,1)=7)))
and again further testing is required to make sure MAX can be removed, but if it can then the formula would look like:
=F7-(WEEKDAY(B3,1)=7)
So now with the understanding how dates and times are stored, determine the time difference between start end end time and subtract all the non working hours.
=(B3-B2)-MAX(0,(F6-1+(WEEKDAY(B3,1)=7)))*TIME(15,0,0)-MAX(0,(F7-(WEEKDAY(B3,1)=7)))*TIME(19,0,0)-F8-F9
Now you will not want to use helper cells, so you can take each of the individual formula from F6 to F9 and wind up with:
=(B3-B2)-MAX(0,(NETWORKDAYS.INTL(B2,B3,"0000011",F2)-1+(WEEKDAY(B3,1)=7)))*TIME(15,0,0)-MAX(0,(NETWORKDAYS.INTL(B2,B3,"1111101",F2)-(WEEKDAY(B3,1)=7)))*TIME(19,0,0)-NETWORKDAYS.INTL(B2,B3,"1111110",F2)-(NETWORKDAYS.INTL(B2,B3,"0000000")-NETWORKDAYS.INTL(B2,B3,"0000000",$F$2:F2))
The formula looks unruly, but is easier to understand when broken down into its parts.
Now the last step is to get the answer to display in minutes. There are two choices.
You can leave it as it is in an excel serial date format and change the formatting of to a custom format of [m]. The [ ] will force it into minutes and prevent spill over to hours. It will also round to the nearest minute.
You can convert the results to minutes by multiplying by 24*60 and the value will be in minutes and decimal of minutes.
Note that:
A11 has Time formatting applied
A12 has General formatting applied
A14 has custom formatting of [m] applied
It should be something like this:
Create a calendar table with the workinghours for each days in the year you have data in
Date | StartTime | End time
1/1/2020 1/1/2020 8:30:00 PM 1/1/2020 5:30:00 PM
...
7/3/2020 7/3/2020 8:30:00 PM 7/6/2020 5:30:00 PM
...
12/31/2020
Then paste this code in a module
Function CalcDays(dStart As Date, dEnd As Date, daysCalendar As Range)
Dim Cell As Range
Dim MinDaysCalendar As Date, MaxDaysCalendar As Date
Dim aWSF As WorksheetFunction
Set aWSF = Application.WorksheetFunction
'check the minimum en the maximum date in the calendar
With aWSF
MinDaysCalendar = .Min(daysCalendar)
MaxDaysCalendar = .Max(daysCalendar)
End With
'if the date you check is not in the calendar, exit the function
If dStart < MinDaysCalendar Or dStart > MaxDaysCalendar Then
MsgBox "Date not in calendar"
Exit Function
End If
If dEnd < MinDaysCalendar Or dEnd > MaxDaysCalendar Then
MsgBox "date not in calendar"
Exit Function
End If
'sum the time of all the dates between the start and the end
'pick min and max in order to start and stop at the right time per day
Dim tempTime As Integer
With daysCalendar
For i = 1 To .Rows.Count
If .Cells(i, 2).Value >= CLng(dStart) And .Cells(i, 3).Value <= CLng(dEnd) Then
daytime = aWSF.Max(.Cells(i, 2).Value, dStart) - aWSF.Min(.Cells(i, 3).Value, dEnd)
End If
tempTime = tempTime + daytime
Next i
End With
'return the total time
CalcDays = tempTime
End Function
You can call the function by typing =calcdays in a cell and then give the startDay, endDay and calendar column as parameters.
There might still be some flaws in this code but I think we can manage those.
I'm trying to find the customers whose birthday is in next month and the way the birthdays of customers will be entered at the stores is, they just ask for day and month and put in the current year for year.
So, when I', trying to do the search as next month it seem like I can only search with in a range that include year, which don't work in this case.
I've tried the below with search field set to is february but it don't automate the search as I have to change the month every month
TO_CHAR({custentity_spos_date1},'MONTH, YYYY')
Does some one have any idea how to include only month in search so that I can search for customers who's birthday is in a particular month?
case
when to_char({today}, 'MM') = '12' then
case
when to_char({custentity_spos_date1}, 'MM') = '01' then 1
else 0
end
when to_number(to_char({custentity_spos_date1}, 'MM')) = to_number(to_char({today}, 'MM')) + 1 then 1
else 0
end
equal to 1
The filter basically says if the month of the current date is 12, then match any record where the month of the date field is 1, otherwise match any record where the month of the date field is equal to the month of the current date + 1.
There may be an easier way, but this worked for me.
You can use the SQL formatting and ADD_MONTHS functions to compare only the month component of the date:
CASE WHEN TO_CHAR({custentity_spos_date1}, 'MM') = TO_CHAR(ADD_MONTHS(sysdate, 1),'MM') THEN 1 ELSE 0 END
Equal to 1.
I need a formula which calculates the End Date (with Time) when total Man Hours and Start Date are given. [Excel 2010]
Criteria:
1 Man Day = 8 Hours (1 hour is break time)
Work Start Time = 10:00
Work End Time = 19:00
1 Man Week = Mon - Fri
Holidays, if any, should not be counted
For example:
Cell E7 = Man Hours = 10 Hrs
Cell F7 = Start Date = 26-Jun-15 13:00
Cell G7 = End Date = ???? (Ideally 29-Jun-15 14:00)
*27th and 28th are weekends
Thank you!
margin of error for the estimate of duration from estimate of effort is too big for an hourly granularity to make any sense as long as real people and realistic plans are concerned
however, if we have an estimate of duration in working hours on the input (as opposed to calendar days/weeks/months which are more common units of duration estimates) and we need to calculate the end date-time, we could:
compute helper column with the would-be end hour if there were no closing hours (e.g. in cell H7, in Excel Date units = fractions of a day)
=MOD(F7, 1) + MOD(E7, 8)/24
check if the would-be hour is before the closing hours and adjust the end day + end time accordingly. If it's after, move to the next workday and adjust time, e.g. for simplicity assume all breaks are at the beginning of a day, so we can subtract the number of hours in a workday:
=IF(H7 <= 19/24,
WORKDAY(F7, E7/8, holidays) + H7,
WORKDAY(F7, E7/8 + 1, holidays) + H7 - 8/24)
assume you saved your national holidays on column I, you can try below in cell H7:
=IF(HOUR(F7+E7/24)>19,((F7+E7/24)-INT(F7+E7/24)-0.792)+(WORKDAY(F7,1,I:I))+0.417,F7+E7/24)
I'm trying to fix up a formula I have that's having some issues. It's supposed to track # days invoiced in a month, so the high-level idea is to take the maximum date in a month and subtract the minimum date in the month, and on error subtract the 1st day of the month. My current formula has issues adjust for invoices that may cross months, an example being 1/25 - 2/3 where if this were the only invoice, January should show 7 days invoiced and February would show 3. If there were another invoice from 2/15 - 2/28, I would want Feb to show the maxed invoice days, 14 in this example.
For reference here's what a table could look like:
A B C D E F
start month end month invoice begin invoice end Month Max Days invoiced
jan 1 feb 1 1/25/14 2/3/14 1/1 7
feb 1 feb 1 2/15/14 2/28/14 2/1 14
3/1
etc.........
I tried the formula below but it was erroring out, plus I don't think it will account for gaps in invoices like in my example.:
=IF(B2:B100=X1,MAX(D2:D100),) - IF(A2:A100=X2,MIN(C2:C100),A2)
'where column X is a list of months, X1 = 1/1, X2 = 2/1, etc.
No luck with this formula either, keeps erroring out and giving 0 values:
{=DATEDIF(IF(A2:A100=E2,MIN(C2:C100),),IF(B2:B100=E2,MAX(D2:D100),),"d")}
I appreciate your help!
Not sure exactly what you are looking for but you could probably make use of the EOMONTH() function. Here's an example of it:
=EOMONTH(A2,0)-A2+1
by the way - here is how you would get the start of the month:
=EOMONTH(TODAY(),-1)+1
Try the following per your comment below:
"I think this could be useful but I'm not sure it would work if the invoice end was, say, 2/21 or anytime before the EOM"
=IF(B3>=EOMONTH(A3,0),EOMONTH(A3,0)-A3+1,B3-A3+1)