Prior Year YTD and MTD Sales Figure

Hi,
I am working on a report where I need to YTD and MTD figure for current and previous year:-
I have followed following steps for current year MTD and YTD figures:-
Create 3 Date variables for Sales on Date with manual input, MTD and YTD on Date characetristics with Customer Exit input. After that I created 3 RKF where I restricted Sales value by each of these date variables.
Now my question is, Do I need to create two more variables for Prior year MTD and YTD figures with customer exit and then create two more RKF's wherein I will restrict Sales figure with respective variable.
Is that correct?
Regards

Hi,
you can eighter use the -365 preset but i suggest creating 2 seerate variables to avoid problems.
regards
Ashwin

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YTD and MTD

HI experts,
I have to design a open hub and the requirement sheet only gives couple of field, which i can relate with DSO on which I am building my Open Hub but for amount, it says amount in two fields as:
MTD amount,
and YTD amount.
But in DSO the field it will be get mapped is Amount in Document currency.
Please help how to achive these two field.

Hi Rajiv,
YTD and MTD means: Year to Date and Month to Date.
You need to write some user exits to get the YTD and MTD for the amount.
With Regards,
Ravi Kanth

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
Frnds

Hi..
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

How to create YTD and MTD reports using Sql Server 2008 r2 report builder 3.0

Hi All,
How can I create YTD report from the below data. please help me
ProdA     ProdB     ProdC     Month    Year
10       50        40          January     2012
Data for full Year i.e. from Jan - December 2012
50      90      100        January       2013
Data for full Year i.e. from Jan - December 2013
90      40         30        January        2014
Data for full Year i.e. from Jan - Till Date 2014
MercuryMan

You can use a correlated subquery to calculate YTD in query behind. You can use APPLY operator for that
so something like
SELECT *
FROM Table t1
CROSS APPLY (SELECT SUM(ProdA) AS TotA,SM(prodB) AS TotB,SUM(prodC) AS TotC
FROM Table
WHERE Year = t.Year)t1
And show TotA,TotB and TotC in the required total row
Another method is to add required totals in SSRS by clicking on relevant group and choosing Add Total option
Please Mark This As Answer if it helps to solve the issue Visakh ---------------------------- http://visakhm.blogspot.com/ https://www.facebook.com/VmBlogs

YTD and MTD for different scenarios

Hello,
i'm looking for a possibility to upload actual figures as YTD value and Forecast figures as MTD value.
The point is that i don't want to have another dimension to defferentiate between two ways of data input (we have already 12 dimensions :-( )
Does anyone have any idea how to solve my problem.
any suggestions are highly appreciated.
Many thanks,
Ilias

There are a number of ways this could be done, but it will depend on what the users/requesters want to forecast against. For example (simple example), it could be added to an "account" dimension, but if they want to see MTD and YTD against balances then that will not work.

Regarding YTD and MTD

Hi Experts,
Could you please any one can explain what is YTD, MTD, and TTD and how to calculate them. Is there any documentation for this?
Please provide me......
Thanks in Advance
Ravi

Hello Sai,
YTD - Year to date - is a cumulative sum of that wage type in that year till that date.
MTD - Month to date - is a cumulative sum of that wage type in that month till that date.
TTD - Total to date - is a cumulative sum of that wage type in all time periods till that date. (Not 100% sure with TTD though - please verify)
The SAP help portal would have the documentation for these.
Thanks.

How to do YTD and MTD

Hi all,
Can anyone please explain me how to get the sum of the value of measure till the current date?
FOr ex jan value is 100, feb it is 200 etc now if date of today is slected all should be summed up and shown in the table view.
I tried running sum but its different as it does running sum for the months selected in the prompt.
Regards
Ashish

Hi
Use time-series related metrics created in rpd then make them use in front-end
http://www.rittmanmead.com/2007/04/obi-ee-time-dimensions-and-time-series-calculations/

Need to apply MTD logic for actual and prior year

Hi Team,
We are facing an issue with MTD calculation based on formula variables,
Issue: MTD Only (Actual and Prior Year) – show the same value for MTD.
Requirement:
When the query is run for a selected month, the query should be run for that month based on the Last TECO Date (Input Variable).
• For example, dashboard is run for January 2014, the calculation of MTD should be based on the Last TECO Date : i.,e if I enter older date/month (not current date)[ 1/20/2014 means it should calculate for 1/1/2014 – 1/31/2014]
• If the dashboard is run for the current month, the MTD calculation should be on Last TECO Date = 1st day of month – Current Day
The above same calculation logic should be applicable for MTD prior year: instead of the input variable value, the value for previous year should be considered
Final Calculation:
If Last Labour Date is blank, 0, else Last TECO Date – Last Labour Date (by individual line item)
Here we created two formula variables for last teco date and last labour date.
Also created 2 Customer Exit variable for MTD Actual calculation.
We have pulled the formula variable and CE variable into the selection and created a new CKF (Teco date).
We have done the final calculation on the basis of the ( (labour date ==0)*0 + last teco date-last labour date )for MTD ACTUAL.
MTD Prior Year-
when have done calculation on the basis of the( (labour date ==0)*0 + last teco date-last labour date )for MTD Prior year by giving offset -12 to the value.
Here for MTD Actual and MTD Prior year values are coming same ,we tried with by doing customer exit variables as well, Still values are coming same.
please give your valuable inputs/suggestions to proceed for this requirement .

I assume the Sales measure is a monthly measure. The Prior year calculation as I described will give you the sales for the same month in the previous year when selecting month in your report. When selecting year it will add up all months of the prior year until now and you will indeed see the Prior year YTD.
If you want to see the total sales for the previous year you have to use the same calculation as 'Prior year' and map it to the year level of your time dimension. This will work as a 'partition by year'.

YTD & YTD Prior Year, MTD & MTD Priod Year

I have to develop a comparison of YTD sales with YTD last year Sales.
I have developed the YTD formula which was an easy one. How can I develop the YTD prior year.
Let say I select the day 31-March-2013 so I need the YTD Prior year which is the sales till 31-March-2012.

Store the selected date in a presentation variable and replace current_date in the below format:
TIMESTAMPADD(SQL_TSI_YEAR, -1, Current_Date)
Pls mark if correct/helpful.

How to use the Time Variants PYTD and Prior Year Annual?

Hi,
We have a time dimension which has the generic columns i.e Month, Year.
We need to calculate the Time variants for the Facts Say Sales. I was able to calculate the Prior Month, Current YTD
I have some doubts regarding the other variants:
1. Prior Year : Does this include the Prior Year Annual?
2. Prior YTD: How to calculate it?
Somehow I am getting the same results for PYTD and Prior Year.
The formula used are :
Prior Year:
AGO(Sales, Year, 1)
PYTD:
AGO(Sales CYTD, Year, 1)
Has anybody encountered similar issue?

I assume the Sales measure is a monthly measure. The Prior year calculation as I described will give you the sales for the same month in the previous year when selecting month in your report. When selecting year it will add up all months of the prior year until now and you will indeed see the Prior year YTD.
If you want to see the total sales for the previous year you have to use the same calculation as 'Prior year' and map it to the year level of your time dimension. This will work as a 'partition by year'.

Previous and Prior Year Date Values

How do I get the Previous, Prior year month and Prior year previous month values from a given date?
Ex: Input would be: 05/01/2008
The output should be:
05/01/2008 - Current Month
04/01/2008 - Previous Month for the Current Year
05/01/2007 - Prior year current Month
04/01/2007 - Prior Year Previous Month
Please let me know..

Hi,
Then you'll probably do a self-join. In one copy of the table, you'll get the data from date d1, and in the other copy, you'll get the data from date ADD_MONTHS (d1, -12).
If, ultimately, you are going to show four sets of figures (from four different rows representing four different dates) on the same output line, then you may find it more convenient to do a pivot rather than a self-join. Search for the buzz word "pivot" and you'll get lots of examples. You might start by selecting four rows:
WHERE   dt IN
        ( d1
        , ADD_MONTHS (d1, -1)
        , ADD_MONTHS (d1, -12)
        , ADD_MONTHS (d1, -13)
        ) ...and then pivoting that data into four columns:
SELECT ...
,       MAX (CASE WHEN dt = d1                   THEN val END) AS this_month
,       MAX (CASE WHEN dt = ADD_MONTHS (d1, -1) THEN val END) AS one_month_ago
,       MAX (CASE WHEN dt = ADD_MONTHS (d1, -12) THEN val END) AS one_year_ago
,       MAX (CASE WHEN dt = ADD_MONTHS (d1, -13) THEN val END) AS thirteen_months_ago
...

How to calcualate prior year

Hi All,
If I select current year in a column promt, then I want to calculate prior year.
For eg. I have List Box promt based on year column with values 2012, 2011, 2010, 2009, 2008 etc..
If I select any one year, lets say 2011, then I should automatically calculate prior year which is 2010 so as to pull data in analysis for 2011 as well as 2010.
How to achieve this.?
Thanks in Advance
Warm Regards
Santosh

Thanks Deva and Satya for your inputs..
Now please look at the following situation ..
I need to create a PnL report such that I show current years profit and loss AND prior year profit and loss figures in a report side by side for comparitive analysis for user.
My data is an essbase database, and have a years dimension with values 'current year' , 'F08', and 'Prior Year'. and other measurs such as net revenue, % revenue, gross profit, cost of sales, operating expenses etc. (I am using 107 from oracle downloads) for obiee 11.5
I also have a scenario dimension with members as Actual, plan, Forecast, Wht -if..
Now I need to create a this report.
I created this report based on my approch mentioned below;
Appraoch 1
- Created two analysis reports with all the above columns.
- specified filter for year column equal to 'current year' for first report
- specified filter for year column equal to 'prior year' for second report
- created a dashboard with a promt (radio button) based on column scenario with all values (Actual, plan, Forecast, Wht -if)
- created two sections placed side by side below the prompt and placed thoese reports in those two sections so that they appear side by side.
The promt is placed above those two sections.
Nw when I run this dashboard, it works fine, and shows me the current and prior data for actual, plan etc...
BUT....
I need to create the same information for current and prior year PnL using a single analysis report instead of two separate reports with hardcoded values
for year filter.
Now I tried use AGO funtions on but , it requires a column with numerical value so that it can calculate the past year, but in my case, year is a column
hving text values ('current year' , 'F08', and 'Prior Year') and hence I cant use it.
I would like to know how to build such a report using any other approach (using variables or function or any rpd level modifitions).
Is there any trik which I can do at report level , (duplicatiing columns or any other thing ) I can do this?
Please help me to build logic either at analysis level or at repository level
Thanks and Regards
Santosh

Getting YTD and month same time

Dear Guru,
My source is providing that-month figures and from here, I can derive the YTD. But if I need to stage the 2 types of KFs together in the same record, how would you recommend to do it generally?
Thanks,
Suzie

Hi Suzie,
Have you looked at the available content variables for determining both the YTD and the month figures. I think you should be able to achieve both the figures in BEx report using the standard variables available for characteristic Fiscal year/period. Give it a try
Hope it helps

Variables for Fiscal year YTD, MTD and Quarter to data

Hello Gurus,
I have a fiscal year that runs from September to August. Is it possible to create a customer exit variable for Fiscal year YTD, fiscal year MTD and fiscal year QTD (quarter to date) based on sy-datum and not though user entry.
If yes, then how should I restrict my key figures so that the user don't have to enter any date and the varaibles derive the data based on sy-datum.
Looking forward to your expert advices
Thanks,
Rishi

Hi Rishi,
I understand your query some extent,You can create Characteristic varaible with processing type Customer exit for fiscal year MTD and fiscal year QTD (quarter to date) based on sy-datum.
If you want to see fiscal year MTD and fiscal year QTD values in the column level, you have to create Text variable with replacememnt path.
Do as follows.
1) Create Characteristic varaiable with processing type Customer exit. Search for required code in the SDN.
2) Create the restricted keyfigure on required keyfigure. Restrict it on fiscal year MTD and fiscal year QTD with Char variable to enter year value.
3)After maintaining the restricted keyfigure (In the same step ) Create a text variable to get the value populated with the year specified with the processing type Replacement path with characteristic Fiscalyear.
I hope above steps definetely help full for you.
If any case you need help let me know.
Thanks,
Chandu.

Actual and Previous year Sales Figure comparison

Hi,
I have a WebI report in which i have a requirement :
Comparison of the Current year and Last year Sales Value and we have a filter on Year Value .
i.e. Let suppose i selected year 2010 as a year filter then i want to compare the sales figure of 2010 and 2009 ( i know about the limitation of WebI that it cannot Query back) so once i selected a year filter 2010 my data will be scoped to 2010 only and we cannot get the data for 2009.
So any work around for the above scenario and we are using Universe based on OLAP cube so any MDX function on universe will effect the performance of my report so i dont want to change much at Universe level.
Regards,
Mishra Vibhav.

Hi,
iam sure you would be knowing this that You can achieve this using query filters with between operator,where you can provide the range.
if not how about using formula's option in the report
Swapna.G
Edited by: swapna gollakota on May 26, 2010 2:08 PM
Edited by: swapna gollakota on May 26, 2010 2:14 PM

Prior Year YTD and MTD Sales Figure

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