Retriving QTD,MTD and YTD

I'm trying to write an sql script that retrive MTD,
QTD and YTD for all children account in
GL_Balances........How is this calculation done and
fields to look at???
Colums for MTD, OTD, and YTD each showing
Actual,Budget, Prior Year Restated, Variance to
Budget(number and %).
I appreciate the fact the you must have spent a great
deal of time creating SQL Statement(stopping me from
re-inventing the wheels).
I would be extremely grateful if you could email me a
copy/copies of all your SQL statment.
Regards
Larry
[email protected]

Hi,
For YTD use the following Code. Where FMYEAR is Customer Exit variable on 0CALMONTH, so restrict 0CALMONTH with Ranges []FMYEAR+3, 0CMONTH.
0CMONTH = SAP Exit Variable on 0CALMONTH, so for MTD you just restrict 0CALMONTH with 0CMONTH Variable.
* First Month Of Current Fiscal year comment*
    WHEN 'FMYEAR'.
It works based on SY-DATUM.
      CALL FUNCTION 'DATE_TO_PERIOD_CONVERT'
             EXPORTING
               i_date               = sy-datum
*         I_MONMIT             = 00
               i_periv              = 'V3'
            IMPORTING
              e_buper              = zbuper
              e_gjahr              = zbdatj.
      CLEAR: l_s_range.
      l_s_range-low+4(2) = '04'.
      l_s_range-low+0(4) = zbdatj.
      l_s_range-sign = 'I'.
      l_s_range-opt = 'EQ'.
      APPEND l_s_range TO e_t_range.
Thanks
Reddy

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Original and current budget together with PTD,ITD,MTD and YTD labor...

Hi experts:
I need a Project Accounting Report that shows Original and Current budget together with PTD,ITD,MTD and YTD labor amount, labor cost, non-labor cost, and revenue on the same line for all the task_id for a project. I know these are coming from these ,PA_BUDGET_VERSIONS V, PA_RESOURCE_ASSIGNMENTS A,PA_BUDGET_LINES L, main tables. But I am unable to break down the amounts according to PA and GL periods. Can anyone help please?
Thanks a million , in advance.

Help you with what?
No database version number.
No application name or version number.
No DDL.
Do you, for some reason, think we have any idea what PTD and ITD are? If so why?
Do you think we all have your version of a table named PA_RESOURCE_ASSIGNMENTS on our hard disks?
Perhaps you have some version of e-Business Suite. Perhaps you have SAP. Perhaps you have something we've never even heard of.
Your task is as follows:
1. If this question relates to an Oracle product change the subject of the post to "Please Ignore" and post your question in the correct forum.
or
2. Provide us with sufficient information that we can duplicate those portions of your environment required to understand what you are asking.

View the correct MTD and YTD in a paycheck

The View paychecks in Self service provided by PeopleSoft only shows the Month to Date and Year to date balances for the current processed payroll. Is there a report/facility provided by peoplesoft to view the MTD/YTD for any prior pay end dates.
Here is an example:
Assume the payroll is processed bi-weekly. So we have two payrolls in a month: 1-15 and 16-31 december 2008.
Current payroll process peiord = (16 - 31) December 2008
when i wish to see the paycheck for the period (1 - 15) december 2008, the report shows the earnings and deductions correctly for the (1 - 15) december 2008 period. But the MTD values is shown as the sum of 1-15 and 16-31 december 2008 periods as the payroll for (16 - 31) December 2008 is already processed. The MTD for december should actually show the 1-15 december 2008 values only. Similar logic applies to the YTD values as well.
Is there a report/screen/functionality provided by peoplesoft which gives the results as explained above? If not, which tables need to be queried to get the expected result?

Hi
Create a parameter for the month like this: aaa for "Hiredate: Month"
Create a calculation with a code like this:
SUM(CASE WHEN "Hiredate: Month" = :aaa THEN Sal ELSE 0 END).
Use the year in the sheet and use your item to show the data for the year and use the calculation to show the data for the month.
Ott Karesz
http://www.trendo-kft.hu

QTD and YTD Frequencies

We will need to set up the QTD and YTD frequencies in the planning application. We have decided not to use DTS due to the reporting limitations.
Aside from the obvious of setting up a period dimension member for each month frequency (e.g., Feb QTD, Mar QTD, etc...) with a member formula, is there a better way to set this up? We have a report that would display the MTD, QTD, and YTD data in the columns. It would be ideal if the user would only have to change the month point of view and it would update all of the columns instead of having the user update all three. I would appreciate to hear how others have set this up. Thanks!

You can create a series of dynamic calc accounts in the period dimension. This is really not optimal because your are going to have a very large fully expanded block, but it may make the most sense due to your requirements
and have the member formulas look like this:
YTDFEB...Jan+Feb
YTDMAR...Jan+Feb+Mar
etc...
You can also create a dynamic calc version dimension... and use more conditional logic, and try something like this (probably best from a performance standpoint as increasing your fully expanded block is going to drag down the calcs etc...). obviously this may not fit your requirements, but try it out
IF(@ISMBR("Jan")
IF(@ISMBR("ACTUAL")
"Final"->"Jan";
ELSE
"Working"->"Jan";
ENDIF
ELSEIF(@ISMBR("Feb")
IF(@ISMBR("ACTUAL")
"Final"->"Jan"+"Final"->"Feb";
ELSE
"Working"->"Jan"+"Working"->"Feb";
ENDIF
ELSEIF(@ISMBR("Mar")
IF(@ISMBR("ACTUAL")
"Final"->"Jan"+"Final"->"Feb"+"Final"->"Mar";
ELSE
"Working"->"Jan"+"Working"->"Feb"+"Working"->"Mar";
ENDIF
ELSEIF .....

YTD,QTD & MTD values for variable under 0CALMONTH

Hi Gurus,
I need to calculate YTD,QTD & MTD values for a KF based on the value that the user enters in the variable under 0CALMONTH.
I have the code for how it can be done using 0CALDAY but not sure for 0CALMONTH.
Can you share the ABAP code for this requirement.
Your help will be greatly appreciated.
Thanks
Arvind

Hi,
Based on the month entered by the user, take First day of the month in teh exit,
1. YTD : Take SY-DATUM and calculate YTD
2. QTD : Based on the Month you calculate Quarter
3. MTD : Take SY-DATUM and calculate MTD
*Note: * If they give only Month want to date meanes, only SY-DATUM will be accepeted, because they are not passing 0CALDAY
Thanks
Reddy

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.

MTD(Month To Date) and YTD(Year To Date) with one example

can any ont Explain about MTD(Month To Date) and YTD(Year To Date) with one example plz

Hi,
Can you please elaborate.
MTD is from the 1st of the current month till today's date.
YTD is from 1st Jan till today's date.
If you trying to build this is query. Create restricted key figure and put restriction on calday with a customer exit for the same.
Thanks,
S

BPC 7.5 Periodic and QTD issue on YTD Application

All,
Our BPC 7.5 SP 6 YTD BPC application has an issue when running EVDRE reports using Periodic or QTD measures. YTD EVDRE reports produce correct results. The Periodic and QTD measures work just fine as long as there is data in every period but as soon as no data is found in a subsequent period the system can not do the calculation. It does not know how to take 'nothing' and then subtract a prior period value. It somehow needs to treat the non existance of a record as 0 but it does not do that. For example if the YTD May balance was 100 and YTD June was 500, if you request the periodic value for June it will take 500 - 100 and give you a 400 result which is correct. In my second example, let's say YTD May balance was 100 but the balance went to 0 in June. BPC does not load 0 amount so there is no record in June. If you run a report requesting the June periodic value you will get no result as it can not handle the situation where there is no record in June.
A while ago I worked with SAP on this and was advised to install OSS note 1405993 which FIXED that problem. Great news until at a later date our periodic reports stopped finishing and would give the message 'EVDRE encountered an error reading data from the web server'. It would retry in 30 seconds and error over and over never finishing. I again reported this to SAP who gave me more efficient Periodic and QTD formulas via note 1505778. I installed the more efficient formulas and the EVDREs now finished but it brought back the original problem where Periodic/QTD reports would produce incorrect results if there was not data in all periods. I again reported this to SAP without success. I have been advised to do the calculation myself in the front end (e.g.EXCEL) which just seems unaccepable.
I have found another thread http://scn.sap.com/thread/3203570 <http://scn.sap.com/thread/3203570 where this same problem occurs in BPC 10.0 - very sad to hear that! In that thread people have talked about using 'custom' formulas and say they work. The formulas I have in place are the ones found in note 1505778 to calculate periodic and QTD. Yes, I created the formulas for the Periodic and QTD measures but I did it based on direction from SAP. Is that what everyone refers to as a 'custom' measure? Does anyone have other formulas where they somehow tell the system how to handle the issue if there is no data found in a subsequent period when trying to run periodic or QTD reports on a YTD system? If so I would be most grateful if you could share them or any other details you have on the subject. Thank you.
Thank you,
Vicki Shrontz

Easy, just remember that my TIME dimension name is PERIODS and my ACCOUNT dimension name is INACCT:
For YTD cube (in my sample) we have 3 measures:
YTD:
MEMBER [MEASURES].[YTD] AS 'IIF(([%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="INC" OR [%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="LEQ"),-([MEASURES].[/CPMB/SDATA], CLOSINGPERIOD([%PERIODS%].[LEVEL02])), ([MEASURES].[/CPMB/SDATA], CLOSINGPERIOD([%PERIODS%].[LEVEL02])))' SOLVE_ORDER=3
PERIODIC:
MEMBER [MEASURES].[YTD] AS 'IIF(([%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="INC" OR [%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="LEQ"),-([MEASURES].[/CPMB/SDATA], CLOSINGPERIOD([%PERIODS%].[LEVEL02])), ([MEASURES].[/CPMB/SDATA], CLOSINGPERIOD([%PERIODS%].[LEVEL02])))' SOLVE_ORDER=3
MEMBER [MEASURES].[PERIODIC] AS 'IIF(([%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="INC" OR [%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="EXP") AND NOT ([%PERIODS%].CURRENTMEMBER.PROPERTIES("2/CPMB/PERIOD")="TOTAL" OR [%PERIODS%].CURRENTMEMBER.PROPERTIES("2/CPMB/PERIOD")="Q1" OR [%PERIODS%].CURRENTMEMBER.PROPERTIES("2/CPMB/PERIOD")="JAN" ), [MEASURES].[YTD]-([MEASURES].[YTD],[%PERIODS%].LAG(1)), [MEASURES].[YTD])' SOLVE_ORDER=3
QTD:
MEMBER [MEASURES].[YTD] AS 'IIF(([%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="INC" OR [%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="LEQ"),-([MEASURES].[/CPMB/SDATA], CLOSINGPERIOD([%PERIODS%].[LEVEL02])), ([MEASURES].[/CPMB/SDATA], CLOSINGPERIOD([%PERIODS%].[LEVEL02])))' SOLVE_ORDER=3
MEMBER [MEASURES].[PERIODIC] AS 'IIF(([%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="INC" OR [%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="EXP") AND NOT ([%PERIODS%].CURRENTMEMBER.PROPERTIES("2/CPMB/PERIOD")="TOTAL" OR [%PERIODS%].CURRENTMEMBER.PROPERTIES("2/CPMB/PERIOD")="Q1" OR [%PERIODS%].CURRENTMEMBER.PROPERTIES("2/CPMB/PERIOD")="JAN" ), [MEASURES].[YTD]-([MEASURES].[YTD],[%PERIODS%].LAG(1)), [MEASURES].[YTD])' SOLVE_ORDER=3
MEMBER [MEASURES].[QTD] AS 'IIF(([%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="INC" OR [%INACCT%].CURRENTMEMBER.PROPERTIES("2/CPMB/ACCTYPE")="EXP"),IIF([%PERIODS%].CURRENTMEMBER.PROPERTIES("2/CPMB/TILEVEL")="QUARTER",[MEASURES].[PERIODIC],IIF([%PERIODS%].CURRENTMEMBER.PROPERTIES("2/CPMB/TILEVEL")="MONTH" OR [%PERIODS%].CURRENTMEMBER.PROPERTIES("2/CPMB/TILEVEL")="WEEK" OR [%PERIODS%].CURRENTMEMBER.PROPERTIES("2/CPMB/TILEVEL")="DAY",SUM(PERIODSTODATE([%PERIODS%].CURRENTMEMBER.PARENT.LEVEL, [%PERIODS%].CURRENTMEMBER),[MEASURES].[PERIODIC]),NULL)),[MEASURES].[YTD])' SOLVE_ORDER = 3
B.R. Vadim

PTD and YTD in GL

Hi,
I have to display accounting information on my report. I'm new to GL. Does anyone knows how to calculate PTD and YTD in GL. I need to know the technical details. I'm aware of the tables but don't know the formula to calulate PTD and YTD.
Please help.
Thanks and Regards,
Ravindra

Hi;
Please review:
YTD & PTD
YTD & QTD Calculation through Calculation Script
Regard
Helios

LOA Approval notification should show Leave Occurance and YTD totals

LOA Approval notification should show Leave Occurance and YTD totals for manager and HR Specialist???
Hi this is very Urgent
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Hi,
Please post your question in [Human Resource Management (HRMS)|http://forums.oracle.com/forums/forum.jspa?forumID=113] forum, you would probably get a better/faster response.
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How to get Last Year Sales and YTD Sales without using AGO and TODATE?

Hi all,
I have got Company and Time dimensions and Sales Fact. My requirement is to get Last Year sales for each company without using AGO function and YTD without using TODATE function. (Due to performance issue as AGO and TODATE do not insert a Cache entry).
Can someone please help me to achieve my requirement? Thanks in advance.

Hi Satya,
Thanks again for your reply. To start with I don't have data for the years 2012 and 2011 to test as I am using SH sample schema from Oracle. I have applied your solution but it does not seem to be working for the previous years like 2000, 2001. My requirement is to have a dashboard prompt "YEAR" and let the user choose whatever year he wants.
Please have a look at the column formulas of my analysis (As per your solution) :
***here B_YEAR is replaced by CALENDAR_YEAR.
Amount: "F1 Sales"."Amount"
AmountYTD: FILTER("F1 Sales"."Amount" USING "D1 Time"."CALENDAR_YEAR" =YEAR(CURRENT_DATE))
Amount LY: FILTER("F1 Sales"."Amount" USING "D1 Time"."CALENDAR_YEAR" =YEAR(CURRENT_DATE)-1)and the physical query generated by BI Server: (as you can see I have got a filter CALENDAR_YEAR= 2000)
WITH
SAWITH0 AS (select sum(T1074.AMOUNT_SOLD) as c1,
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     sum(case when TO_NUMBER(TO_CHAR(TO_DATE('2012-05-03' , 'YYYY-MM-DD'), 'yyyy'), '9999') - 1 = T1035.CALENDAR_YEAR then T1074.AMOUNT_SOLD end ) as c3,
     T1035.CALENDAR_MONTH_DESC as c4,
     T1035.CALENDAR_YEAR as c5,
     T1035.CALENDAR_MONTH_ID as c6
from
     TIMES T1035 /* D1 Time */ ,
     SALES T1074 /* F1 Sales */
where ( T1035.CALENDAR_YEAR = 2000 and T1035.TIME_ID = T1074.TIME_ID )
group by T1035.CALENDAR_MONTH_DESC, T1035.CALENDAR_MONTH_ID, T1035.CALENDAR_YEAR)
select distinct 0 as c1,
     D1.c4 as c2,
     D1.c5 as c3,
     D1.c1 as c4,
     D1.c2 as c5,
     D1.c3 as c6,
     D1.c6 as c7
from
     SAWITH0 D1
order by c3, c2 Thanks in advance.

Finance Report PTD and YTD calculations

Hello All,
I have a Report using the SSAS as Data-source.
It is a finance report and I need to calculate PTD and YTD amounts.
PTD:
sum the amount for all of the years till a selected Fiscal Period(Parameter)
Example: If The Cube have data for 2012, 2013 ,2014 and I have selected NOV-14 as my Fiscal Period , It should sum up the data for all the years including 2014 till Nov-14.
YTD: should calculate the data for a Year till selected report period. Fiscal Period is not date data type.
Please suggest.
Best Regards,
Pragati

Hi Pragati,
According to your description, you created a SQL Server Reporting Services report using SQL Server Analysis Services cube as data source, now what you want is calculate PTD and YTD amounts, right?
In SSAS, we can use Ytd function to your requirement. It returns a set of sibling members from the same level as a given member, starting with the first sibling and ending with the given member, as constrained by the Year level in the Time dimension. Here is
the sample query.
WITH MEMBER [Date].[Calendar].[First8MonthsCY2003] AS
Aggregate(
YTD([Date].[Calendar].[Month].[August 2003])
SELECT
[Date].[Calendar].[First8MonthsCY2003] ON COLUMNS,
[Product].[Category].Children ON ROWS
FROM
[Adventure Works]
WHERE
[Measures].[Order Quantity]
Regards,
Charlie Liao
TechNet Community Support

QTD, MTD functions

Hi All,
I have a logical table based on Time and created a corresponding Dimension.
These are the columns
1) Year
2) Quarter
3) Month
4) Week
5) Day
In the properties of Time Dimension, I made as the dimension as TIme Dimension CHECKED.
Default Root Level is Year.
Chronological Key is Day.
I have a fact table called Interactions which contains the number of interactions maintained at a granularity of each Day.
I tried to create a Logical Column in fact table Interactions based on logical column and tried to use ToDate for YTD Interactions,QTD Interactions, MTD Interactions.
I tried to create function based on Measure and Level values as ToDate(BusinessMode.FACTTable.Column, TimeDimension.Table.YEAR)
First I got a error saying invalid identifier and kept the column of the Year from Time Dimension
It got rectified.
Then I am getting error as Invalid Expression. I think it expects two parameters and I am providing both.
Please let me know if I am missing anything.
Regards
(S.Prashant)

Hi Kishore,
I made a change over here and the error is not occuring now. But different error is occuring.
Instead of year (which is default root level in Dimension), I picked either Month or Quarter and I am not facing the error (Invalid Expression).
I have a questions now
1) is it that we cannot use a column defined as Default Root level in Todate and AGO functions?
The other part is I have a new error ([nQSError: 22038] Function TODATE requires at least one measure attribute in its first argument.)
My fact column (FACT Table as partner_id,Id (primary_key) and ..). For the fact column to be the first parameter is that is should have some aggregation rule?
Please let me know...
Thanking you in Advance
Regards
(S.Prashant)

QTD, MTD in reporting

I need your help guys :
I want to calculate the MTD. QTD, YTD values for volumes and for this I want to understand in order to achieve this functionality what are the time characteristics that I should have in my cube. Currently I have 0FISCPER, 0FISCVARNT, 0FISCYEAR, 0FISCPER3 these time characteristics.
I want to get the columns displayed in these two formats showing "volumes":
1. MTD Q1-QTD Q2-QTD Q3-QTD Q4-QTD YTD
2. MTD QTD YTD
Thanks again for the help
Note: Points assurred.

It looks like the entire query would be filtered by the 0FISCVARNT, in the "filter" section, above the "free characteristics".
Each column could be a RKF (restricted key figure) that contains:
- a basic key figure, like 1KYFNM= 0AMOUNT and
- a variable on 0FISCYEAR for the user to enter the current fiscal year
In addition to the 2 items above, the columns for item #1 are described below and have these added to their respective RKF:
MTD = restricted by a variable on 0FISCPER3 where the user enters the current fiscal month.
Q1-QTD = the same variable used in 0FISCPER3, but set to the range [1;3]
Q2-QTD = the same variable used in 0FISCPER3, but the range is [4;6]
Q3-QTD = the same variable used in 0FISCPER3, but the range is [7;9]
Q4-QTD = the same variable used in 0FISCPER3, but the range is [10;the last month possible in the variant]
If you are using variant for a 12-month fiscal year with additional 4 special periods, for example, the Q4 restriction could be [10;16]
YTD = same variable in 0FISCPER3, but the range is [1;variable of 0FISCPER3]
This means if the user enters 5 for 0FISCPER3 variable, the YTD should cover the months [1-5].
One way to define this range is to start with a range of [1;1], transfer it to the right with the blue arrow, BUT before doing anything else, click on the "variables" tab, find the 0FISCPER3 variable, and double-click on it to transfer it to the right. It will magically add it to the end of the range [1;variable]
For the QTD listed after item #2 in the original message, perhaps we need a clarification of what is desired. For example if the current fiscal month is 5, which months should be contained the QTD column? We were unsure if the range should cover fiscal months [4-6] or something else.

Not able to show data of prior three quarters,periods along with QTD , MTD

My requirement is when user selects a date then we have to show data in the report for three ago quarters data and QTD, three ago periods data and MTD.
eg: let the user selects a date in the 2010 Q 2(May-21-2010) then report should show
2010 Q 1, 2009 Q 3, 2009 Q 2, QTD(2010Q2 till 21st May), Feb-10, Mar-10, Apr-10, May-10 (MTD till 21st May).
I have created Ago metrics, Todate time series metrics for quarters and periods...
but Ago metrics are not working when Todate metrics are filtered with date prompt,
if I remove date filter then Todate metrics are not working (means not showing correct results).
Also I tried to create logical columns in BMM layer by using filter condition with enterprise qtr, enterprise periods.
but major problem is I am unable to go back to previous quarters and periods for the date user selected.
I am struggling for it a lot, Please assist me
Any response is highly appreciated.
Thank you,
Ramanujan.

found the problem
thanks

Retriving QTD,MTD and YTD

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