In a report that I am making in DAX I would like to have year over year comparison of a measure defined as:
Sales Count := CALCULATE(COUNT(fData[PN]);fData[Proc.Type]="CU")
This measure basically counts the amount of sales that were generated. I have a dataset that spans from the beginning of 2014 up to today (16/01/2018). My calendar table consists of a date column, a year column and a month column and is ranges from 01/01/2014 up to 31/12/2018 (to avoid contiguous date errors when using time intelligence functions).
I have defined a measure called PY Sales count as:
PY Sales Count := CALCULATE([Sales Count];SAMEPERIODLASTYEAR(dCalendar[Dates]))
This measure does the job I want it to do, aside from one issue. When comparing the month of january of this year to the month of January to last year, it appears that we are doing terrible. This is because the SAMEPERIODLASTYEAR function considers the FULL month of January for the year 2017 and compares it to the period from the first of January until the 16th of January (today).
I think I should thus try to build a custom measure to 'filter' the date table such that when the year over year measure considers the running month, it only takes the same period as the one on which sales were recorded to compare against, not the full period...
However, due to my sparse DAX experience, I cannot seem to get this right...
If anyone could help/assist me on this, that would be hugely appreciated!
Thanks in advance
I haven't had a chance to test this, but try something along these lines:
PY Sales Count := CALCULATE([Sales Count];
FILTER(dCalendar;
dCalendar[Dates] <= DATEADD(TODAY(), -1, year);
SAMEPERIODLASTYEAR(dCalendar[Dates])))
Related
TLDR: I need a way to track date values in a dynamic calendar and count the days I've worked on on a monthly base.
So I've made a dynamic calendar (in the 1904 Date system to enable negative time handling) to help me track days and hours worked in Excel that has some automatic features. I would now like to add a calculator to calculate the accumulation of vacation days based on the following conditions:
Days worked per month >= 14
OR
The total hours worked per month >= 35
If one or both of these conditions are met I will receive 2 vacation days (2.5 after the 1st year of employment) and the accumulated vacation days should be shown in a single cell C7 (see picture for reference).
I know that I need to calculate the days that I've worked on on a monthly base and compare the result to the 1st condition (and the same for the worked hours and compare the result to the 2nd condition, but the solution for that is much the same as for the 1st condition). I've made my calendar in a way that I can't use fixed cells to do the calculation, as the length of the calendar is fixed to 53 full weeks and the dates change to accommodate the length according to the year in cell C2 i.e. January 1st will not always be in cell D17. Here are the first 10 rows of my dynamic calendar in Table Markdown format with the formulas as asked.
Year
2023
Quota
=SUM(J11:J375;'2022'!C2)
Hours per week
37.5
Gross working days
=NETWORKDAYS(DATE(C2;1;1);DATE(C2;12;31);'1pyhapaivat'!B7:B21)
Net working days
=COUNTIF(H11:H381;">0")
Vacation Accumulation
Kilometers per day
36
Week No.
Date
Day
Start
end
Hours
Sum
Quota
Kilometers
Holidays
Note
=ISOWEEKNUM(D11)
=SEQUENCE(371;1;DATE($C$2;1;1)-WEEKDAY(DATE($C$2;1;1);2)+1;1)
=D11
=IF(M11="quota";-7,5/24;IF(G11>F11;IF((G11-F11)>(6/24);(G11-F11)-(0,5/24);(G11-F11));""))
=SUMIF(H11:H15;">0")
=I11-COUNTA(G11:G15)(($C$4/5)/24)-COUNTIF(M11:M15;"quota")(($C$4/5)/24)
=COUNTA(F11:F15)$C$8-(SUM(COUNTIF(M11:M15;"Remote");COUNTIF(M11:M15;"Office"))$C$8)
=XLOOKUP(D11;_1pyhapaivat3[Start Date];_1pyhapaivat3[Subject];"")
A snippet of the dynamic calendar
I've tried combining the DATE and SUM functions with other functions like COUNTA, and COUNTIF. I've also tried using different LOOKUP functions but to no avail.
The new dataset filtered by Year
And filtered again by Month
I have daily data entries for 3 indices. They do not feature every day of the month and for some days entries for one of the indices will miss; the quantity of cells per month differ. I want to calculate the average value for these individual indices starting the 16th of the prior month and going to the 15th of the current month (or the first date after the 15th/last day before the 16th if there is no entry). For example, in the screen grab below, the average for MXWO in the month of February would be the average of the array B14:B36 (and for January, B2:B13).
What my data looks like
I want to produce 4 columns: Date (Month-Year), average of MXWO, average of JPMIGHYS, and average of USTWBGD. Each of these averages needs to use the methodology described above. How might I achieve this?
I've tried using the OFFSET function, but since the cell increment changes month to month (there is a different amount of missing cells per month), this didn't work.
Need to find out the difference between two quarter periods.
Data as shown below:
Any plan sold year on same quarter (Let's say Oct, Nov or Dec) and the Check Month quarter ( Let's say May, June, July) would have the same difference in the quarter periods.
Need the formula to catch the difference between two quarter periods.
Eg:
Plan Sold Year: 2013 Dec
Check Year: 2018 Feb
Difference in periods: 18 periods (including 2013 quarter period as well)
One way of tackling your question is to work out the Plan Sale Quarter Start Date and Check Quarter End Date, then do a calculation between the two dates to work out the periods (full quarters) in between.
In my solution I used two helper columns being PSQStart and CQEnd that represent the two critical dates mentioned above.
Formulas are:
PSQStart =DATE($A2,FLOOR(MONTH(DATEVALUE("1/"&$B2&"/"&$A2))-1,3)+1,1)
CQEnd =DATE(D2,FLOOR(MONTH(DATEVALUE("1/"&$E2&"/"&$D2))+2,3),30)
Periods =ROUNDDOWN((H2-G2)/90,0)
Drag all three formulas down to apply to all rows.
You can choose to combine the first two formulas into the third one but it will make the formula too long to be easily interpreted and/or edited for future needs.
Here are the main functions used in my solution:
DATE() convert yyyy,mm,dd into a valid date/numerical value for calculations;
DATEVALUE() convert text date dd/mmm/yyyy into a valid date/numerical value for calculations;
FLOOR() work out the start/end month for a given month;
ROUNDDOWN() calculate the number of periods.
Cheers :)
I have a pivot table with a lot of items currently grouped by date into quartiles and then months under that. My question is this, Our Financial year is not Jan to Jan so can I set up quartiles to reflect this? also our financial periods are not simply set months, they follow the months but are always full weeks around that. for example, P1 this year is 04/07/2015 - 07/08/2015. and Q1 would be 04/07/2015 - 02/09/2015.
Aside from manually grouping is there a way to set this up to happen automatically within Excel?
As stated by pnuts in the question's comments:
The most practical way may be to define the quarters (?) in your source data.
If you are at least using a Gregorian calendar, you may want to subtract an offset from your dates (i.e. # of days between 01-Jan-YYYY and DD-MMM-YYYY ... whereby the offset YYYY doesn't need to be the same as your date's YYYY). By this subtraction you get an "ordinal number" of the date within your business year.
[offset] =[FOY]-DATE(YEAR([FOY]),1,1)
So with your year starting on [FOY]=04-Jul-2015, you have an offset of of 184 days and a normalized date of
[date_normalized] = [current_date]-[offset]
So 04-Jul-2015 will be shrunk to 01-Jan-2015. Now the quarter easily calculates to
=CEILING(MONTH([date_normalized])/3,1)
... or =VALUE(MID("111222333444",MONTH([date_normalized]),1)) ... if you prefer
For your not-quite-months always being full weeks, I suggest to calculate a week number by
=MOD(CEILING(([date_normalized]+1)/7,1)-1,52)+1
to create a weekly reporting period 1 .. 52. With a further =CEILING(.../4,1) this can be converted to quasi-months having 4 weeks each.
I have an Excel sheet where someone types in the date for a yearly bill. I need to know how many times we need to pay that bill between 2 dates.
For example if a bill is due every year on May 31st, the user will type in 5/31/2014. I need to know how many time we will pay that bill between 5/15/2014 and 5/15/2018. (The between dates will change). I can't just take the number of years between the start and end dates because in the example above the start and end dates could be 6/1/2014 and 5/30/2018, in which case I only have to pay the bill in 2015, 2016, and 2017, which makes 3 times.
I have this formula which calculates the number of times a certain day occurs between 2 dates: SUMPRODUCT(--(DAY(ROW(INDIRECT($Q$2&":"&$R$2)))=F4))(Q2 is the begin date, R2 is the end date, and F4 has the day of the month) But I can't figure out how to get this to work for a month and day.
Assuming the specific date in G4 you can use this version
=SUMPRODUCT(--(TEXT(ROW(INDIRECT($Q$2&":"&$R$2)),"ddmmm")=TEXT(G4,"ddmmm")))