Generalizing YTD & QTD calculations
Hi,
I am having month as leaf level in the time table. There are 14 months each month is having 26 days in the time table.
Time table format:
TIME_KEY PERIOD_NAME START_DATE END_DATE YEAR_START_DATE QUARTER_START_DATE PERIOD_YEAR PERIOD_NUM QUARTER_NUM
200701 JAN-07 12/30/2006 1/26/2007 12/30/2006 12/30/2006 2007 1 1
200702 FEB-07 1/27/2007 2/23/2007 12/30/2006 12/30/2006 2007 2 1
200703 MAR-07 2/24/2007 3/30/2007 12/30/2006 12/30/2006 2007 3 1
200704 APR-07 3/31/2007 4/27/2007 12/30/2006 3/31/2007 2007 4 2
200705 MAY-07 4/28/2007 5/25/2007 12/30/2006 3/31/2007 2007 5 2
200706 JUN-07 5/26/2007 6/29/2007 12/30/2006 3/31/2007 2007 6 2
200707 JUL-07 6/30/2007 7/27/2007 12/30/2006 6/30/2007 2007 7 3
200708 AUG-07 7/28/2007 8/24/2007 12/30/2006 6/30/2007 2007 8 3
200709 SEP-07 8/25/2007 9/28/2007 12/30/2006 6/30/2007 2007 9 3
200710 OCT-07 9/29/2007 10/26/2007 12/30/2006 9/29/2007 2007 10 4
200711 NOV-07 10/27/2007 11/23/2007 12/30/2006 9/29/2007 2007 11 4
200712 DEC-07 11/24/2007 12/28/2007 12/30/2006 9/29/2007 2007 12 4
200713 P13-07 12/28/2007 12/28/2007 12/30/2006 9/29/2007 2007 13 4
200714 P14-07 12/28/2007 12/28/2007 12/30/2006 9/29/2007 2007 14 4
200801 JAN-08 12/29/2007 1/25/2008 12/29/2007 12/29/2007 2008 1 1
200802 FEB-08 1/26/2008 2/22/2008 12/29/2007 12/29/2007 2008 2 1
200803 MAR-08 2/23/2008 3/28/2008 12/29/2007 12/29/2007 2008 3 1
200804 APR-08 3/29/2008 4/25/2008 12/29/2007 3/29/2008 2008 4 2
200805 MAY-08 4/26/2008 5/23/2008 12/29/2007 3/29/2008 2008 5 2
200806 JUN-08 5/24/2008 6/27/2008 12/29/2007 3/29/2008 2008 6 2
200807 JUL-08 6/28/2008 7/25/2008 12/29/2007 6/28/2008 2008 7 3
200808 AUG-08 7/26/2008 8/22/2008 12/29/2007 6/28/2008 2008 8 3
200809 SEP-08 8/23/2008 9/26/2008 12/29/2007 6/28/2008 2008 9 3
200810 OCT-08 9/27/2008 10/24/2008 12/29/2007 9/27/2008 2008 10 4
200811 NOV-08 10/25/2008 11/21/2008 12/29/2007 9/27/2008 2008 11 4
200812 DEC-08 11/22/2008 12/26/2008 12/29/2007 9/27/2008 2008 12 4
200813 P13-08 12/26/2008 12/26/2008 12/29/2007 9/27/2008 2008 13 4
200814 P14-08 12/26/2008 12/26/2008 12/29/2007 9/27/2008 2008 14 4
I am using TIME_KEY column (which is integer) in the calculations. The YTD & QTD calculations are as follows,
YTD calculation in Universe:
Select section:
Sum (Actual)
Where section:
(D_TIME.TIME_KEY
Between
to_number(Concat(Substr(to_char(@Prompt('Enter End Period: ', 'A', 'Dim Time\YearPeriod', Mono, Constrained), '999999'),1,5),'01'), '999999')
And
@Prompt ('Enter End Period: ', 'A', 'Dim Time\YearPeriod', Mono, Constrained))
QTD calculation in Universe:
Select section:
Sum (Actual)
Where section:
(D_TIME.TIME_KEY
Between
to_number(Concat(Substr(to_char(@Prompt('Enter End Period: ', 'A', 'Dim Time\YearPeriod', Mono, Constrained), '999999'), 1, 5),
(Case Substr(to_char(@Prompt('Enter End Period: ', 'A', 'Dim Time\YearPeriod' ,Mono, Constrained), '999999'), 6, 7)
When '01' Then '01'
When '02' Then '01'
When '03' Then '01'
When '04' Then '04'
When '05' Then '04'
When '06' Then '04'
When '07' Then '07'
When '08' Then '07'
When '09' Then '07'
When '10' Then '10'
When '11' Then '10'
When '12' Then '10'
When '13' Then '10'
When '14' Then '10'
End)), '999999')
And
@Prompt ('Enter End Period: ', 'A',' Dim Time\YearPeriod', Mono, Constrained))
Using the above YTD & QTD calculations, I can restrict the periods but the values are not rolling up for each month. For example,
Period level data:
________Jan-10____Feb-10____Mar-10
Product 1___2________4_________6
YTD: (the output has to come like the below one, but I am getting the same period value)
________Jan-10____Feb-10____Mar-10
Product 1___2________6_________12
Please guide me to write a generalized YTD and QTD calculation in Universe level?
Regards, Sujeev
Hi Mark,
Thanks for your reply.
I made the changes as per your suggestion. I am not getting the values for the YTD, instead i am getting zero values for all the periods. How to solve this issue. But my previous YTD calculation is giving me the value like as follows,
*Period level data:*
________Jan-10____Feb-10____Mar-10
Product 1___2________4_________6
But i want the YTD function to perform like,
*YTD:*
________Jan-10____Feb-10____Mar-10
Product 1___2________6_________12
YTD calculation for individual months has to be like as follow,
Jan = Jan
Feb = Jan + Feb
Mar = Jan + Feb + Mar...
How to do it?
Regards, Sujeev
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Hi
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selct ytd give ytd netamount
qtd also same
its in dashboard change all the reports in dashboard
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http://download.oracle.com/docs/cd/E21764_01/bi.1111/e10540/dimensions.htm#i1023744
http://gerardnico.com/wiki/dat/obiee/function_time
http://www.vlamis.com/blog/2011/6/17/doing-time-series-calculations-in-answers-11g.html
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Vinod
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VI got the solution for this........
Edited by: Kumar on Dec 30, 2010 3:02 PM
Edited by: Kumar on Dec 30, 2010 3:02 PM -
YTD calculation from BEx is not working in Advance Analysis for OLAP/OR Office
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What I don't understand is that how YTD consolidation looks like? How would PTD balances be derived in Parent Ledger?
Let me rephrase my question:
Shouldn't always period net activity (PTD) be transferred over to the parent? All other balance types like YTD, QTD etc would be derived from this period net activity? If we transfer YTD instead then how would period net activity be derived in parent?A few things:WHat problem are you having with DTS? The calculation you describe looks like it could be solved with DTS without adding calculation overhead.Second, rather than create a new dimension, you could create an alternate rollup in your existing dimension, and use shared members to create the to-date totals.If you want to use a new dimension, you need 3 members in it, not 2:To Date - data - YTD - PTDYou need a placeholder to load the data into, then 2 members to apply the to date calculation to.The formula on YTD could look something like this:IF (@ISMBR (Jan)) YTD = data->Jan;ELSEIF (@ISMBR (Feb)) YTD = @SUMRANGE (data, Jan:Feb);... etc...ELSE YTD = @SUMRANGE (date, Jan:Dec);ENDIFThe formula takes the values stored in the data member and sums them across the appropriate range of months. The function for PTD could be similar, with slightly different logic.Hope that helps.Regards,Jade---------------------------------Jade ColeSenior Business Intelligence ConsultantClarity [email protected]
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Better approach time series calculations
Hi,
I have a technical answer. In your opinion, to improve performances, is better calculate YTD, QTD, PY.... etc., values using Time Series functions available in OBIEE (YearToDatel, AGO, PERIODROLLING...) or put them in ETL Flow so OBIEE Server only must take results without any calculations?. Using OBIEE Functions the effort is less, but perhaps they create overhead for OBIEE Server so query time responses increase dramatically?
Have you an example showing queries to perform to calculate Time Series Functions without OBIEE functions, so I can insert them in my ETL flows?
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GiancarloOK,
but it's better to have only one fact table containing columns for all measures I need (e.g. first column: YTD, second column: QTD, third column: MTD)... and so on (so i would have a LTS with only one Source table) or a distinct table for each measure (e.g. Table FACT_TABLE_A_YTD, FACT_TABLE_B_QTD and so on and combining them in a LTS having multiple Sources (FACT_TABLE (monthly), FACT_TABLE_A_YTD, FACT_TABLE_B_QTD)...
Giancarlo -
Step to calculate YTD and MTD in OBIEE
Hi Experts
I need to calculate YTD and MTD in OBIEE reports. Please tell me the steps how can i calculate .
Thanks in advance
Regards
FrndsHi..
Sorry to say this, i am unable to write steps,
but go through these links.. hope you can understand, if any problem occurs then post here.. we will check
http://www.rittmanmead.com/2007/04/30/obi-ee-time-dimensions-and-time-series-calculations/
http://oraclebizint.wordpress.com/2007/11/15/oracle-bi-ee-101332-understanding-todate-and-ago-achieving-mago-qago-and-yago/
http://oraclebizint.wordpress.com/2007/11/05/oracle-bi-ee-101332-understanding-todate-and-ago-achieving-ytd-qtd-and-mtd/
If you have any problem after doing these (i mean if any errors), then follow these...
http://siebel.ittoolbox.com/groups/technical-functional/siebel-analytics-l/time-series-functions-in-obiee-please-asap-1654886
http://siebel.ittoolbox.com/groups/technical-functional/siebel-analytics-l/help-with-todate-and-ago-time-series-functions-in-obiee-2347570
Thanks & Regards
Kishore Guggilla
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