Quarter to date (QTD)

Hi Alla,
I have a report to display QTD Quantity. when ever i ran the report QTD data is calculating this year (2001) quarter and last ( 2010) year data ( we have only 2 years data ).
I mean if i run the report today it should display from Apr 2011 data only but it is adding last year Apr 2010 , may and june 2010 data also ( because Apr, may and june also Quarter 2).
i have one column as Quarter ( Quarter-of-year ( date)) and using todate function .
how can i get only this year quarter data in my report.
I rally appreciated for you help.
Thanks

Thanks David For your response.
I am using Union report . i did try with filter for current year but it is not working . i am not sure is current year filter is work with UNION or not.
FYI: if i create simple report current year filter is working fine.
Thanks

Similar Messages

Quarter-to-date calculation

Basic Database.
I know how to get YTD (year-to-date):
FIX([pMonth]) /* For Example "May" */
FIX(Budget)
YTD_Sales =@SUMRANGE(Sales->Actual,@CURRMBRRANGE("Year", LEV, 0, , 0)); /* Year Range = Jan:May */
ENDFIX
ENDFIX
How can I get QTD (quarter-to-date) ?
QTD_Sales = .......... ; /* Quater Range = Apr:May */ ?????

Mike,
Have tried looking into using Dynamic Time Series?
If you open the outline in EAS and choose /Outline/Dynamic time series you can choose the help to get info on it.
It requires you to rename the "year" dimension (we chose "years"), which was a little hassle, but then you get the functionality you are looking for on all accounts.
I went to the information map and Admin guide and wasn't able to find anything worth while on dynamic time series, but going through the choosing that "help" button takes you where you need to go.
Hope this helps.
Steve

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.

Quarter From Date

Hello,
Any FM to extract Quarter from Date.
i.e the Date falls under which Quarter.
Thanks
Sandeep

first check in which format is ur date...say it is in MM/DD/YYYY.
now, v1 = date+0(2).
if V1 = '01' or v1 ='02' or v1 = '03'.
quarter = 1.
elseif V1 = '04' or v1 ='05' or v1 = '06'.
quarter = 2.
elseif V1 = '07' or v1 ='08' or v1 = '09'.
quarter = 3.
elseif V1 = 10' or v1 ='11' or v1 = '12'.
quarter = 4.
endif.

Quarter End date for this period

Hi
I have current date, How could I get the quarter end date for this date.
for example
Jan 23 2005 - The quarter end date is Mar 31 2005.

needs testing
import java.util.Calendar;
import java.text.SimpleDateFormat;
class Testing
public Testing()
    SimpleDateFormat sdf = new SimpleDateFormat("yyyy/MM/dd");
    Calendar cal = Calendar.getInstance();
    cal.add(Calendar.MONTH,3-(cal.get(Calendar.MONTH)%3));
    cal.set(Calendar.DAY_OF_MONTH,0);
    System.out.println(sdf.format(cal.getTime()));
    cal.set(2005,10,15);
    cal.add(Calendar.MONTH,3-(cal.get(Calendar.MONTH)%3));
    cal.set(Calendar.DAY_OF_MONTH,0);
    System.out.println(sdf.format(cal.getTime()));
public static void main(String[] args){new Testing();}
}

Quarter to Date

Hi All,
   I have a requirement in FIGL to do a 'Quarter to Date' on KeyFigures . Suppose if the user is running report for posting period = June ,he has to see the KF rolled from start of that Quarter(April to June).This is pretty much similar to YTD requirement. In YTD we define (January to Posting period variable).
    I was wondering how Quarter to Date could be achieved without a CMOD exit. Please post your thoughts.
Thanks
BIBOBJ

Hi Pavan,
   Creating an Offset will give us a rolling quarter. My requirement is to do a Quarter to Date .
For Ex:
Variable input : Feb2009
KF output : Jan and Feb 2009 only
I think creating an offset(-2) would give data for Dec2008,Jan2009 and Feb2009.
Pls let me know how could we achieve this.
BIBOBJ

Quarter to date and year to date

i need to create a formula that if the end user selects parameter QTD, the report should retrieve all records where the effective date is in the current quarter. having trouble with that anyone help? The following is somewhat working, but i need to retrieve records in the currentqtr.
if {?Date Range}='QTD' and {Sheet1_.EFF_DT} in Calendar1stQtr then {@qtd}=1.00
else
if {?Date Range}='QTD' and {Sheet1_.EFF_DT} in Calendar2ndQtr then {@qtd}=2.00
else
if {?Date Range}='QTD' and {Sheet1_.EFF_DT} in Calendar3rdQtr then {@qtd}=3.00
else
if {?Date Range}='QTD' and {Sheet1_.EFF_DT} in Calendar4thQtr then {@qtd}=4.00

If all you want is to get the records with Effective date in the current quarter when QTD is chosen in the parameter then try this:
if {?Date Range}='QTD' then
{Sheet1_.EFF_DT} in
select month(currentdate)
case 1 to 3:
Calendar1stQtr
case 4 to 6:
Calendar2ndQtr
case 7 to 9:
Calendar3rdQtr
case 10 to 12:
Calendar4thQtr
default:
date(1800,01,01) to date(1800,01,01); // This will never process

Quarter End date duplicate value issue in pivot

Hi gurus,
I have a requirement to show the working hours and utilization of an employee. I have these three fields
Employee Name
Week Start Date
Year (Based on Week Start Date)
Quarter (Based on Week Start Date)
Effort Logged Date(Date in which the employee has logged the effort for)
Hours Logged Type(Different Types like Billable , Non Billable, etc )
Hours Logged(Effort logged per day)- Summed up and taken as Hours Worked
Normal Working Hours Per Week (Week aggregated value Eg. This value will be 40hrs for a particular employee per week)- Taken as Hours Available
For every single Effort Logged Type , there will be a row in my final table.
ROW_WID
EMP_NAME
WEEK_START_DT
EFF_LOG_DT
HRS_TYPE
EFF_LOGGED
NORMAL_HRS
1
Niranjan
29/09/2013 -DD/MM/YYY
30/09/2013
Billable
7
40
2
Niranjan
29/09/2013
30/09/2013
Non Billable
8
40
3
Niranjan
29/09/2013
1/10/2013
Travel
8
40
My job is to show the data like this(I am using a pivot)
Year
Quarter
Hours Available
Hours Worked
2013
3
640
635
4
680
679
When I do this, since the week start date falls under Quarter 3 and the effort logged date is spread across Quarter 4, the Hours available is getting duplicated, 40 is added to both quarter 3 and quarter 4. How to avoid this?
Ideally the hours logged for 29/9/2013 should be divided by normal hrs/5 (ie. 40/5) to get the utilzation correct. How to find the quarter endings and solve this issue?

Hi Can you please share the query that you used to show the above output.

Query - calculate quarter-to-date?

Hello
Trying to "do the math" - getting nowhere fast.
<cfset FirstDayOfQuarter = ?>
<cfset LastDayOfQuarter = #CreateODBCDate(Now())#>
SELECT etc.
WHERE ((order_create_date BETWEEN #CreateODBCDate(FirstDayOfQuarter)# AND #CreateODBCDate(LastDayOfQuarter)#))
I'm sure there is more than one way to accomplish this, and CF has #Quarter(Now())# but that result just dispalys what quarter you happen to be in now.
Any help would be appreciated.....
Thanks- Norman

We have a very useful table in our data warehouse called period. The primary key is the date and other fields include fiscal year, fiscal quarter, fiscal period, holiday, and a few more. You might want to consider something similar.

Quarter To Date Parameter

I have a field in my report (Closed Date) formatted as m/d/yyyy. I also use this field as a parameter for selecting criteria. How do I create a parameter based on the Closed Date field that will allow the End User to enter Q108 and return all records closed in the first quarter of 2008?

For all of our reports that have date parameters, I use a string parameter that allows a date or mnemonics such as CQ (current quarter), PQ (prior quarter), PM (prior month), etc. followed by an optional + or - and a number to add or subtract a number of quarters, months, etc. (What's added or subtracted depends on the mnemonics; PQ-1 is two quarters ago; PW-4 is 5 weeks ago.) I then have Crystal and database functions that translate the value entered to the appropriate date (one for starting dates, one for ending dates). Once the functions are written, it's trivial to add this functionality to a new (or existing) report. This allows the same report to be scheduled to run automatically with weekly values, monthly values, quarterly values, etc.
HTH,
Carl

Getting quartely sales data

Hi I've the following data . and i confused to get the quartely data from the below table
Could you please help out with the skelton query to get the quartely data .
Insert into ORDER_ITEMS
   (ITEM_ID, ITEM_DESC, PRICE, ORDER_ID, QUANTITY, DISCOUNT, DATE_ENTERED)
Values
   (13413, 'Air Regulators', 2450, 144, 2,
    5.09, TO_DATE('04/01/2008 00:00:00', 'MM/DD/YYYY HH24:MI:SS'));
Insert into ORDER_ITEMS
   (ITEM_ID, ITEM_DESC, PRICE, ORDER_ID, QUANTITY, DISCOUNT, DATE_ENTERED)
Values
   (13414, 'Air Regulators', 1165, 144, 3,
    10.52, TO_DATE('04/01/2008 00:00:00', 'MM/DD/YYYY HH24:MI:SS'));
Insert into ORDER_ITEMS
   (ITEM_ID, ITEM_DESC, PRICE, ORDER_ID, QUANTITY, DISCOUNT, DATE_ENTERED)
Values
   (13630, 'Air Regulators', 3260, 144, 4,
    20.53, TO_DATE('04/01/2008 00:00:00', 'MM/DD/YYYY HH24:MI:SS'));
Insert into ORDER_ITEMS
   (ITEM_ID, ITEM_DESC, PRICE, ORDER_ID, QUANTITY, DISCOUNT, DATE_ENTERED)
Values
   (13890, 'Air Regulators', 270, 145, 1,
    10.31, TO_DATE('06/01/2008 00:00:00', 'MM/DD/YYYY HH24:MI:SS'));
Insert into ORDER_ITEMS
   (ITEM_ID, ITEM_DESC, PRICE, ORDER_ID, QUANTITY, DISCOUNT, DATE_ENTERED)
Values
   (19286, 'Small Equipments', 688, 145, 2,
    3.99, TO_DATE('06/01/2008 00:00:00', 'MM/DD/YYYY HH24:MI:SS'));
Insert into ORDER_ITEMS
   (ITEM_ID, ITEM_DESC, PRICE, ORDER_ID, QUANTITY, DISCOUNT, DATE_ENTERED)
Values
   (13413, 'Air Regulators', 2450, 145, 3,
    20.5, TO_DATE('06/01/2008 00:00:00', 'MM/DD/YYYY HH24:MI:SS'));
Insert into ORDER_ITEMS
   (ITEM_ID, ITEM_DESC, PRICE, ORDER_ID, QUANTITY, DISCOUNT, DATE_ENTERED)
Values
   (23314, 'Small Equipments', 1390, 145, 4,
    10.5, TO_DATE('06/01/2008 00:00:00', 'MM/DD/YYYY HH24:MI:SS'));
Insert into ORDER_ITEMS
   (ITEM_ID, ITEM_DESC, PRICE, ORDER_ID, QUANTITY, DISCOUNT, DATE_ENTERED)
Values
   (23541, 'Small Equipments', 1105, 146, 2,
    10.5, TO_DATE('06/09/2008 00:00:00', 'MM/DD/YYYY HH24:MI:SS'));
Insert into ORDER_ITEMS
   (ITEM_ID, ITEM_DESC, PRICE, ORDER_ID, QUANTITY, DISCOUNT, DATE_ENTERED)
Values
   (23743, 'Small Equipments', 3235, 146, 1,
    10.5, TO_DATE('06/09/2008 00:00:00', 'MM/DD/YYYY HH24:MI:SS'));
COMMIT;Thank you for your suggestions
Edited by: Smile on Jan 7, 2013 10:55 AM

Hi,
If you're using the standard quarters (that is, quarters begin on January 1, April 1, July 1 and October 1), then you can use the TRUNC function, like this:
SELECT       TO_CHAR ( TRUNC (date_entered, 'Q')
              , 'YYYY "Q"Q'
            )               AS quarter
,       COUNT (DISTINCT item_id)     AS item_cnt
,       SUM (price * quantity)     AS total_sales
FROM       order_items
GROUP BY TRUNC (date_entered, 'Q')
ORDER BY TRUNC (date_entered, 'Q')
;Even if your quarters are not the standard ones (e.g., if new quarters begin on the 15th of February, May, August and November), you still might want to use TRUNC.
I hope this answers your question.
If not, post a little sample data (CREATE TABLE and INSERT statements, relevant columns only) for all tables involved, and also post the results you want from that data. The INSERT statements you posted are good, but it looks like all the data is from the same quarter. Perhaps some data from different quarters, even different years, would be a better test.
Explain, using specific examples, how you get the results you post from the given data.
Always say which version of Oracle you're using (e.g., 11.2.0.2.0).
See the forum FAQ {message:id=9360002}

Extract Quarter from date cell

I'm trying to extract Year Quarters from date column (A) with no luck.
I've tried:
=Int((Month(A1) + 2) / 3)
but nothing happens. This formula works in Excel & Filemaker.
Any ideas?

Hello
I'm really surprised because on my french version it works::
=ENT((MOIS(A1)+2)/3)
returns 4 with my birthday (31/12/1943)
Yvan KOENIG (from FRANCE lundi 17 septembre 2007 20:20:21)

Query for months & quarter in date functions

Hi All
Could some on assist me how to get Last Year 1st,2nd,,, months and Current Year 1st,2nd,3rd,,, months and same way Quarterly please.
I have date column Trade_date (dd/Mon/yyyy), Trade_price in Trade table
DB:Oracle 11g
Any assist would be appreciated

All you have done is repeat your unclear question with more words.
Here is how to get all the months for prior year and this year
SQL> alter session set nls_date_format = 'Mon-YYYY';
Session altered.
SQL> select
2      add_months(this_year, - 12) last_year,
3      this_year
4 from
5      (
6      select
7          add_months(trunc(sysdate,'y'), level - 1)    this_year
8      from
9          dual
10      connect by
11          level <= 12
12      );
LAST_YEA THIS_YEA
Jan-2010 Jan-2011
Feb-2010 Feb-2011
Mar-2010 Mar-2011
Apr-2010 Apr-2011
May-2010 May-2011
Jun-2010 Jun-2011
Jul-2010 Jul-2011
Aug-2010 Aug-2011
Sep-2010 Sep-2011
Oct-2010 Oct-2011
Nov-2010 Nov-2011
Dec-2010 Dec-2011
12 rows selected.And quarters
SQL> select
2      add_months(this_year, - 12) last_year,
3      this_year
4 from
5      (
6      select
7          add_months(trunc(sysdate,'y'), (level - 1) * 3)    this_year
8      from
9          dual
10      connect by
11          level <= 4
12      );
LAST_YEA THIS_YEA
Jan-2010 Jan-2011
Apr-2010 Apr-2011
Jul-2010 Jul-2011
Oct-2010 Oct-2011
SQL> alter session set nls_date_format = 'dd/mm/yyyy';
Session altered.
SQL> select
2      add_months(this_year, - 12) last_year,
3      this_year
4 from
5      (
6      select
7          add_months(trunc(sysdate,'y'), (level - 1) * 3)    this_year
8      from
9          dual
10      connect by
11          level <= 4
12      );
LAST_YEAR THIS_YEAR
01/01/2010 01/01/2011
01/04/2010 01/04/2011
01/07/2010 01/07/2011
01/10/2010 01/10/2011As you can see from the second example, the display format of dates is controlled by the session,
>
he date column is trade_date (dd/mm/yyyy)
>
So this is still incorrect - if it is a date the format is not dd/mm/yyyy and, it is still not clear how this relates to your other questions.

Calculate Quarter within Date Range

I have question regarding a date range. I created a formula like so
{SO_SalesOrderHistoryHeader.OrderDate} >=DateValue (2008,04,01) and {SO_SalesOrderHistoryHeader.OrderDate}<=DateValue (2008,06,30)
I get my "True" which is fine, my problem is, what happens when it goes to the next year? Or I want to look at a previous year? Do I have to go back and edit my formula?
Or is there a way to tell my formula to go by whatever year is entered?

You can use the date range but the problem I forsee with it is which date are you going to use? The start date or end date? The choice also determines which date to use if the two dates span across years. For example, if your date range is 2008-10-01 to 2009-03-31.
If the above situation will not occur, then you can use the dates of your date range thus:
Modify your formula thus to use the year of the start date of your date range
{SO_SalesOrderHistoryHeader.OrderDate} >=DateValue (year(minimum(?date range})) ,04,01) and {SO_SalesOrderHistoryHeader.OrderDate}<=DateValue (year(minimum(?date range})) ,06,30)
Modify your formula thus to use the year of the end date of your date range
{SO_SalesOrderHistoryHeader.OrderDate} >=DateValue (year(maximum(?date range})) ,04,01) and {SO_SalesOrderHistoryHeader.OrderDate}<=DateValue (year(maximum(?date range})) ,06,30)
Hope this made things clear as mud

Measures

How to test the following about Measures?
Measures allows you to change the view of your data:
Periodic
Week to date (WTD)
Month to date (MTD)
Quarter to date (QTD)
Year to date (YTD)
Thx
YV

Hi,
Load data for multiple years/periods into your application. Create a report with time along the column in your report. Once you are able to see data in your report just change the "Measures" in your Current View from the Action Pane. You will see that the data in your report changes depending on "Periodic", "YTD" etc.
This is what was meant by "Measures allows you to change the view of your data"
Regards,
Prasanth.

Quarter to date (QTD)

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