Year To Date(YTD)

Hi,
Can any one explain me how to caluculate YTD(column) in a report.
I have fiscper and fiscyear as time char
Thanks,
Pooja

Hi Pooja,
YTD - is year to date
it can be from ist of Jan to "Date" supplied by user ( enetry through some date variable when executing query)
or
it can be systems' date at the time of execution of report.
try find out the SAP exit for this if you don't then you need to write your won code- Logic will be
Whatever date ( system date or entered by user) your using (say 20061206 - YYYYMMDD) you need to dervice (20060101 - first date of year) and the calaclulate value of your Key figure between 20060101 & 20061206.
Hope it helps
Also have a look at if you hav't already.
Enable Trend Reporting - By Manipulating Variable Value
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/25d98cf6-0d01-0010-0e9b-edcd4597335a
regards
Vikash

Similar Messages

Reporting year to date(YTD)

HOW TO DISPLAY YTD IN QUERIES ?

You need to set a range in your variable. For example, if you are using Fiscal Year/Period as an input parameter, and the end user enters 008/2006, you can have BW automatically output results from Jan 2006 to 008/2006. This is accomplished in the Analyzer by choosing a setting in the variable. Simply choose RANGE instead of SINGLE VALUE. Then you must tell BW the range. You do this by typing a "1" in the text box, followed by a semin-colon ";", then you switch to the variable tab, select the variable, and then click the right arrow. When you look in the right pane, you will see the variable with "1;variable" underneath it. This is a little hard to describe, but it should set you on the correct path. Happy to provide more guidance.

YTD(year to date) Sales [List Price/ Gross Sales ]

How to create YTD(year to date) Sales [List Price/ Gross Sales ] depending on the selection in filter

Do you have the measure names as list of values in prompt?
Rgds,
Dpka

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

YTD and and previous year to date as variables

HI All,
If your cube doesn't have YTD and and previous year to date as variables to use - can these be created?
Regards J

Hi,
Yes it can be staged in cube but you need to write routine and transformation/update rule level.
If you need for some query requirement then you may achieve the same at query level. For this you need to create some Restricted Key figures by restricting your key figure with Calyear/month as per your need.
Query level approcah will be much easier then the cube level.
I hope it will help.
Thanks,
S

Best way to set up a custom table using dates ytd, quarters, months

Hello-
I did post this on the crystal forum however it really involves setting up a good structured table in order to get the data to report on which I think we need to change which is why I'm posting here.
I am not a dba but I work with crystal reports and we are working together to get data in tables that we can report on. We are in the process of creating a data warehouse, which will mainly be summarized data we are exporting out of our legacy system and importing into a mysql database. Most of this data will be summarized by month, quarter and year. We will have multiple years of data. A lot of the reports we will be creating will be in a comparison manner such as 2009 vs 2008 or Jan this year compared to Jan last year or list out sales by month Jan-Dec 2009. I would like this data to be easily displayed on a report in a side by side manner. To get this result, what is the best way to structure the data in the tables on a monthly, quarterly and yearly basis? Right now weu2019ve got one field in the table called date (which is a string) which is listed like:
Date
2008YTD
2009YTD
2009Jan
2008Jan
Is it best to break out the date information so that on the report side it will be easier to work with? Also should this be set up in the table as a date instead of a string? If so how do you account for a YTD date? Are we going to need 2 dates, a start and end date to achieve ytd or qtd information? Do you recommend creating just a date table and if so how would that be structured?
So for reporting purposes, using crystal reports, I would like to display comparison data on a report side by side, for this example this year goals compared to last years goals by goal code A-Z (which is a credit code, goals are for the # of credits by code for the year). The end result I would like is to look like this:
code   2009 goal   2008 goal
A        25              20
B        50              60
C        10              15
However the data looks like this (displaying all of the 2009 data first then the 2008 data, not side by side which is how it is in the table):
code   2009 goal   2008 goal
A        25
B        50
C        10
etc to Z
A                          20
B                          60
C                          15
Right now the data is structured in the table like:
Code Goal Date (this is currently a string in the db)
A        25     YTD 2009
B        50     YTD 2009
etc. A-Z for 2009 then:
A        20      YTD 2008
B        60      YTD 2008
Any thoughts on strucuting a table would be appreciated. thanks.

Jennifer,
Most of the DW examples I've seen use a dimDateTime table in the database. That table has multiple columns related to the specific time... For example, here are the columns that are in the, SQL Server sample database, "AdventureWorkdDW"... "DimTime" table
COLUMN_NAME             COLUMN_INFO
TimeKey               (int, not null)
FullDateAlternateKey     (datetime, null)
DayNumberOfWeek          (tinyint, null)
EnglishDayNameOfWeek     (nvarchar(10), null)
SpanishDayNameOfWeek    (nvarchar(10), null)
FrenchDayNameOfWeek     (nvarchar(10), null)
DayNumberOfMonth     (tinyint, null)
DayNumberOfYear          (smallint, null)
WeekNumberOfYear     (tinyint, null)
EnglishMonthName     (nvarchar(10), null)
SpanishMonthName     (nvarchar(10), null)
FrenchMonthName          (nvarchar(10), null)
MonthNumberOfYear     (tinyint, null)
CalendarQuarter          (tinyint, null)
CalendarYear          (char(4), null)
CalendarSemester     (tinyint, null)
FiscalQuarter          tinyint, null)
FiscalYear          (char(4), null)
FiscalSemester          (tinyint, null)
Then all of the fact table receive their date stamps by linking back to this table, using the TimeKey as a foreign key.
HTH,
Jason

Year to Date and Monthly totals

I know that this is rather simplistic, but I'm new to Discoverer and need to set up a bunch of sales reports with MTD and YTD columns. I'm going to be using the same SQL query for many of my reports but customizing the reports to show sales by state, product line, etc.
Is there a formula/function I can use in Discover for the Month to Date and Year to Date totals?
Thanks,
Joseph

Hi Joseph
You can use the analytic range SUM calculation for these. For the month to date, use the a PARTITION BY of month with a range of all the preceding rows in the partition up to and including the current row. For the year, you would simply change the PARTITION BY to be the year.
Here are some examples drawn from my own database:
I have the following items:
ORDER_YEAR
ORDER_MONTH
ORDER_DATE
SELLING_PRICE
With these defined, the formula for month to date is:
SUM(Sales.Selling Price SUM) OVER (PARTITION BY ORDER_MONTH ORDER BY ORDER_DATE ASC ROWS UNBOUNDED PRECEDING)
The formlua for year to date is:
SUM(Selling Price SUM) OVER(PARTITION BY ORDER_YEAR ORDER BY ORDER_DATE ASC ROWS UNBOUNDED PRECEDING )
Basically what we are doing is telling Discoverer to SUM the SELLING_PRICE, and you should be able to take these and adjust them for your own report.
Let me take a look at the month to end and describe what is going on. Basically the PARTITION BY is defining a set of rows which are to be included. In this case it is all rows that have the same ORDER_MONTH. The ORDER BY clause tells Discoverer to place the items in order, with the oldest order first. The ROWS UNBOUNDED PRECEDING tells Discoverer to SUM all of the items within the set (within the PARTITION BY) from the oldest item (UNBOUNDED PRECEDING) to and including the current item. We could have added a BETWEEN clause too but that is implied. With a BETWEEN clause it would look like this:
SUM(Sales.Selling Price SUM) OVER (PARTITION BY ORDER_MONTH ORDER BY ORDER_DATE ASC ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW)
If you want the current row to be included with UNBOUNDED PRECEDING you don't need to explicitly name it because that is the default. Other options you could use are these:
UNBOUNDED FOLLOWING - this SUMS to the end of the PARTITION
ROWS BETWEEN UNBOUNDED PRECEDING AND UNBOUNDED FOLLOWING - you can guess that this will add all of the items, which you will rarely use because if you omit the ROWS command then this range between first and last is actually the default
Rather than ROWS BETWEEN you can also say RANGE BETWEEN, like this:
SUM(Sales.Selling Price SUM) OVER (PARTITION BY ORDER_MONTH ORDER BY ORDER_DATE ASC RANGE BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW)
I hope this little dissertation on running totals helps.
Best wishes
Michael

Month to Date and Year to date calculation

Hello Experts,
It would be great If you could provide the formula to implement in BO universe or in the Reporting level for the below requirement.
MTD, LastMonth, Year to Date, Last to LastMonth and examples are below.
Last Week:
Eg: Monday through Sunday
Description: Based on Todayu2019s date, select the Monday of the previous week for the start date and Sunday will be the end date.
Example:
If Today is May 22, 2009
The result would be, Monday = May 11, 2009, Sunday = May 17, 2009
MTD:
If Today is May 22, 2009
I need a result MTD = May 1, 2009 u2013 May 21, 2009
LastMonth:
If Today is May 22, 2009
I need a result LastMaont = April 1, 2009 u2013 April 30, 2009
Last to LastMonth:
If Today is May 22, 2009
I need a result LastMaont = March 1, 2009 u2013 March 31, 2009
Thank you.

Nisniki,
Here are the methods using WebI:
MTD:
Create a local variable "MTD Start"
=RelativeDate(LastDayOfMonth(RelativeDate(CurrentDate();-30));1)
Create a local variable "MTD End"
=currentdate()
LastMonth
=LastDayOfMonth(RelativeDate(CurrentDate();-30))
Year to Date
create a local variable "YTD Begin"
=ToDate("01/01/"+FormatNumber(Year(CurrentDate());"####");"mm/dd/yyyy")
(reuse "MTD End" or build a "YTD End" variable same as "MTD End")
Last to LastMonth
(similiar to MTD, but using "60" versus "30" to move back two months versus moving back 1 month.
To perform this stuff in the universe requires an understanding of the SQL syntax for the paricular vendor your are working with. ANSI SQL agrees to represent and compute dates uniformly, however, the functions to make it happen varies by the vendor.
Thanks,
John

Month to Date and Year to Date Scenarios

<b>Dear SAP BI Gurus,
Can anyone please give me guidance how to create a Month to Date and Year To Date Scenarios (Variables perhaps?) for 0SRR_CF_C1? The date is in decimal and not DATE format Im assuming the reason for this is to get the Time variance. Nonetheless, Id like to create a MTD and YTD scenario for reporting.
Much Thanks
Philips Manalaysay</b>

Hi,
You should take a look at the blog and doc below.
/people/vikash.agrawal/blog/2006/10/17/enable-trend-reporting-150-by-manipulating-variable-value
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/25d98cf6-0d01-0010-0e9b-edcd4597335a
Regards,

Extract Month & Year From Date

Hi All,
I have a key figure quantity and i want the data on date,for the month and for the year.
i create the variables for the date,for the month(ie from date to date) and for the year(ie, from date to date) seperatly that means i have three input variables which may sometimes create confusion.
My problem is that I want to enter only date and the variable itself calculate the month and year from the date so that it returns the data as desired above.
for eg. : Now i to enter date : 3/14/2009
          enter MTD (FROM/TO) : 3/01/2009 - 3/14/2009
          enter YTD (FROM/TO) : 4/01/2008 - 3/14/2009
I want to enter only date : 3/14/2009
and the variable itself extract the month and year till date.
and also the same variable calculates number of days so that need not to take the formula variable of date difference to calculate the average qty.
Neha..

Hi,
1. Create User Entry Variable on 0CALDAY : Name = ZCDAY.
2. Craete a Customer Exit Variable on 0CALDAY: Name = ZMTD.
3. Craete a Customer Exit Variable on 0CALDAY: Name = YMTD.
Properties of Customer Exit Variables.
Variable reporesents = Single
Variable Entry = Mandatory
Processing By = Customer Exit.
Character = Calender Day
Here I'm thinking that ZKF is your key figure.
In columns you create two selections one is for MTD and other is for YTD.
In MTD selection, drag and drop ZKF and Drag and Drop 0CALDAY and then Right Clcik and Restrict-->
Selection = Value Range. (In Between) and restrict with the follwoing Variables
[]ZMTD; ZCDAY.
In YTD selection, drag and drop ZKF and Drag and Drop 0CALDAY and then Right Clcik and Restrict-->
Selection = Value Range. (In Between) and restrict with the follwoing Variables
[]YTD; ZCDAY.
Then write the following code in I_STEP = 2.
DATA: ZT_DT1 TYPE SY-DATUM,
          ZT_DT2 TYPE SY-DATUM,
          ZT_SDT TYPE SY-DATUM,
          ZT_YR(4) TYPE N,
          ZT_DY(2) TYPE N,
          ZT_MT(2) TYPE N,
          ZE_TT(2) TYPE N,
          ZPOPER TYPE POPER,
         ZRELJR TYPE RELJR.
WHEN 'ZMTD_A'.
LOOP AT i_t_var_range INTO loc_var_range WHERE vnam = 'ZCDAY'.
    IF sy-subrc = 0.
      CLEAR: l_s_range.
      ZT_DY = '01'.
      ZT_SDT = loc_var_range-low.
      ZT_MT = ZT_SDT+4(2).
      ZT_YR = ZT_SDT+0(4).
      CONCATENATE ZT_YR ZT_MT ZT_DY INTO ZT_DT1.
      l_s_range-low = ZT_DT1.
      l_s_range-sign = 'I'.
      l_s_range-opt = 'EQ'.
      APPEND l_s_range TO e_t_range.
    ENDIF.
ENDLOOP.
WHEN 'ZYTD'.
LOOP AT i_t_var_range INTO loc_var_range WHERE vnam = 'ZCDAY'.
    IF sy-subrc = 0.
      CLEAR: l_s_range.
      ZT_DY = '01'.
      ZT_SDT = loc_var_range-low.
      CALL FUNCTION 'DATE_TO_PERIOD_CONVERT'
        EXPORTING
          I_DATE               = ZT_SDT
*         I_MONMIT             = 00
          I_PERIV              = 'V3'
       IMPORTING
         E_BUPER              = zbuper
         E_GJAHR              = zbdatj
       EXCEPTIONS
         INPUT_FALSE          = 1
         T009_NOTFOUND        = 2
         T009B_NOTFOUND       = 3
         OTHERS               = 4
      IF SY-SUBRC <> 0.
         MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
         WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
      ENDIF.
      CALL FUNCTION 'FIRST_AND_LAST_DAY_IN_YEAR_GET'
        EXPORTING
          I_GJAHR              = zbdatj
          I_PERIV              = 'V3'
       IMPORTING
         E_FIRST_DAY          = ZT_DT2
*         E_LAST_DAY           =
       EXCEPTIONS
         INPUT_FALSE          = 1
         T009_NOTFOUND        = 2
         T009B_NOTFOUND       = 3
         OTHERS               = 4
      IF SY-SUBRC <> 0.
         MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
         WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
      ENDIF.
      l_s_range-low = ZT_DT2.
      l_s_range-sign = 'I'.
      l_s_range-opt = 'EQ'.
      APPEND l_s_range TO e_t_range.
    ENDIF.
ENDLOOP.
Thanks
Reddy

Return current period based off of current fiscal year and date

Good Afternoon,
Is there a way in the webi that I can create a dimension that always reflects the current Fiscal Month based of Fiscal year and date? I have a report that I am trying to show sales for a customer based off the current fiscal month. I would like this report when refreshed to be based off this fiscal month dimension instead of showing each fiscal month or changing it manually. What is the best way to do this?
I have attached an image that shows current numbers by period (month) and then the YTD Totals. I would like to have my 'Period' column always reflect the current period and the Total column to reflect that months totals based off the period column. So for this period (3), instead of seeing 3 lines for each month I would just see the '3' and the total as $541,310.46, monthly as 412,502.09 and my YTD as 1,080,091.06.
Any help is always appreciated!
Thank you,
Tiffany

Hi,
Create a variable
FlagVar=If([Period]=Max([Period]) In Report;"Show";"Hide")
And apply block filter of FlagVar=Show
Are these coming TotalSales MonthlyGoal YTDSales directly from universe? If they are calculated at report level then you might want to use NoFilter. like =NoFilter([YTDSales])

Using an expression in SSRS to display rolling 12 month and year to date volumes

I need some help in writing an expression in SSRS. I have a table that contains date columns and rows that contain different types of data groups. (e.g. total number of items received during the month, total dollars for the month, etc.) I want to add two
new columns to the end of the report that will display a rolling twelve month total for each of the different rows of data. Plus a column that would show year to date totals for the same rows.
I was thinking I could accomplish this by adding expressions for each row in the new 'rolling twelve month' and 'YTD' columns in my report however, I'm not sure how to structure the expressions to achieve this.
Here is an example of how my report currently looks. (I added a pipe delimeter in case the formatting changes once this is submitted.)
                         Jan-2014 | Feb-2014 | Mar-2014 | Apr-2014 | Rolling 12 mth | YTD
Items received     100 | 35 | 45 | 12 | 192 | 192
Dollars                $50.00 | $25.00 | $120.00 | $15.00 | $210.00 | $210.00
Any guidance you can provide would be appreciated.
Thank you

This example shows how to get what you need. It'll take modifying your query to add two cased columns onto the end.
DECLARE @forumTable TABLE (periodYear INT, periodMonth INT, periodMonthName VARCHAR(12), periodDollars MONEY, periodItems INT)
DECLARE @i INT = 0
SET NOCOUNT ON
WHILE @i < 24
BEGIN
INSERT INTO @forumTable (periodYear, periodMonth, periodMonthName, periodDollars, periodItems)
VALUES (YEAR(DATEADD(MONTH,-@i,GETDATE())), Month(DATEADD(MONTH,-@i,GETDATE())), DATENAME(MONTH,DATEADD(MONTH,-@i,GETDATE())), 1000-@i, 100-@i)
SET @i = @i+1
END
SET NOCOUNT OFF
SELECT *,
CASE WHEN CONVERT(VARCHAR,periodYear) + '-' + CONVERT(VARCHAR,periodMonth) + '-01' > DATEADD(MONTH,-12,GETDATE()) THEN periodItems ELSE 0 END AS ytdItems,
CASE WHEN CONVERT(VARCHAR,periodYear) + '-' + CONVERT(VARCHAR,periodMonth) + '-01' > DATEADD(MONTH,-12,GETDATE()) THEN periodDollars ELSE 0 END AS ytdDollars
FROM @forumTable

Year to Date using SAP variables

I've run into a sticking point when trying to create a year to date calculation that works without user entry. The infocube is updated by finance each month (for the previous month) after the final adjustments are made. For this reason, when the query pulls YTD information, it should be cumulating from January 20XX to Current Month - 1.
The first way that I tried was to use overlapping restrictions: Fiscal Year/Period < Current Fiscal Year/Period AND Fiscal Year = Current Fiscal Year. This worked very well until we reached January. Now the overlapping restrictions return no results since all previous months are not in the current fiscal year.
I've also attempted using the SAP exit variable 0FYTLFP (Cumulated to Last Fiscal year Period) on Fiscal Year/Period. It is not working, and I assume it is because the last fiscal year period is falling into a different fiscal year. Using it today, the value I get is equal to the value for Jan 2007. The variable seems to first look up the first day of the current fiscal year, saves that as one end of the range, then goes to the previous month to get the other end of the range. I tried offsetting this variable by -1 and the value returned was equal to Dec 2006, but not YTD.
I'm assuming it must be possible to use the standard SAP delivered objects to create a working YTD calculation that does not require manual entry and cumulates correctly through current period - 1. Does anyone have any suggestions?
Thanks!

Dear Adam,
For Year to Date , We have created a Customer Exit , For working , Create a Variable for 0calday and populate that with from and to value ...to value would be Sy-datum and From value is year starting date. Hope it helps..
Thanks,
Krish

Calculation of ''Total to Date'' like ''Year to date''

Hello together,
How would you calculate a Total to Date in Oracle BI.
It should sum all values like Year to date up to a certain period inclusive all previous years.
Example:
Year Value
2008 10
2009 20
2010 40
If I select 2009 it shoul display 30. without the previous and the following row.
Regards,
Stefan
Content Level Fiscal Period TOTAL (Do I have to calculate on a yearly level all the past years, - ago - 1, ago -2, ago - 3, ago - 4 up to - 20?)
minus Year Value
plus YTD
Month and Total have to bes diplayed in on line.
works for the current year but not when you back to last year.
Edited by: stefanhess on Jun 14, 2010 1:54 PM

an odd solution.
In the physical layer you can duplicate the fact table and can join the time dim and duplicated fact with the complex join using the year column with the condition as
time_dimension.year_column >= fact_table.year_column
in your report when you bring the year and this measure you will get what you want.
Edited by: kart on Jun 14, 2010 6:46 PM

Are Cube organized materialized view with Year to Date calculated measure eligible for Query Rewrite

Hi,
Will appreciate if someone can help me with a question regarding Cube organized MV (OLAP).
Does cube organized materialized view with calculated measures based on time series Year to date, inception to date eg.
SUM(FCT_POSITION.BASE_REALIZED_PNL) OVER (HIERARCHY DIM_CALENDAR.CALENDAR BETWEEN UNBOUNDED PRECEDING AND CURRENT MEMBER WITHIN ANCESTOR AT DIMENSION LEVEL DIM_CALENDAR."YEAR")
are eligible for query rewrites or these are considered advanced for query rewrite purposes.
I was hoping to find an example with YTD window function on physical fact dim tables with optimizer rewriting it to Cube Org. MV but not much success.
Thanks in advance

I dont think this is possible.
(My own reasoning)
Part of the reason query rewrite works for base measures only (not calc measures in olap like ytd would be) is due to the fact that the data is staged in olap but its lineage is understandable via the olap cube mappings. That dependency/source identification is lost when we build calculated measures in olap and i think its almost impossible for optimizer to understand the finer points relating to an olap calculation defined via olap calculation (olap dml or olap expression) and also match it with the equivalent calculation using relational sql expression. The difficulty may be because both the olap ytd as well as relational ytd defined via sum() over (partition by ... order by ...) have many non-standard variations of the same calculation/definition. E.g: You can choose to use or choose not to use the option relating to IGNORE NULLs within the sql analytic function. OLAP defn may use NASKIP or NASKIP2.
I tried to search for query rewrite solutions for Inventory stock based calculations (aggregation along time=last value along time) and see if olap cube with cube aggregation option set to "Last non-na hierarchical value" works as an alternative to relational calculation. My experience has been that its not possible. You can do it relationally or you can do it via olap but your application needs to be aware of each and make the appropriate backend sql/call. In such cases, you cannot make olap (aw/cubes/dimensions) appear magically behind the scenes to fulfill the query execution while appearing to work relationally.
HTH
Shankar

Year To Date(YTD)

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