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Collating Months in Quarters

Hello All,

I have a number of tables which have been concatenated. I have then used the FileBaseName() function to retrieve the Excel filename and, thus, identify the month the data pertains to.

Would it be possible to organise this data into a quarter? If so, please let me know.

All the best,

Alison

P.S

If it's possible, please can provide a description of how the solution works as if I am just provided with the function, I find it difficult to understand how and why it works.

32 Replies
sunny_talwar

Did you try this?

'Q' & Ceil(Month(MonthYearField)/3) as Quarter

I explained what it is doing... does the explanation doesn't make sense?

Re: Collating Months in Quarters

prashanth1712
Contributor III
Contributor III

As sunny said in his first comment, try adding master calender in your script, all your dates related issues will be resolved.

passionate
Specialist
Specialist

You can even use Mapping load to find Quarters

Not applicable
Author

Thank you for you numerous responses. Please can you tell me, where should I place this expression?

sunny_talwar

In the script where you have Month field

Not applicable
Author

I haven't defined the month field.

I have only have a field that I've generated from the File Base Name, which is called MM-YYYY and holds that value. It is potentially not being recognised as a numeric value which might be causing trouble.

sunny_talwar

If you don't mind sharing, can you show how exactly are you using FileBaseName() function to get MM-YYYY?

Not applicable
Author

Yeah no problem. I loaded a number of tables which share field names and so auto-concatenated. Each table pertains to a different month and so I created a field name out of the excel file name. Below is replicated for each table:

[Sheet1_d9c0e355-4eb4-8421-c01b-49f204a2]:
LOAD [Employee ID],
[Gender],
[Current Job Title],
    mid(FileBaseName(), 1, 😎 as [MM-YYYY]
   
FROM [lib://Demo/01-2017 Organisation Name .xlsx]
(ooxml, embedded labels, table is Sheet1);

RENAME TABLE [Sheet1_d9c0e355-4eb4-8421-c01b-49f204a2] TO [Sheet1];
RENAME TABLE [Sheet1] TO [(Sheet1...)];

sunny_talwar

For example, if you are doing this today

SubField(FileBaseName(), '_', -1) as Month

Then you can do this for the Quarter

'Q' & Ceil(Month(Date#(SubField(FileBaseName(), '_', -1), 'MM-YYYY'))/3) as Quarter

Also, for your future reference, I would really encourage you to read this thread
How to get answers to your post?

sunny_talwar

Try this

[Sheet1_d9c0e355-4eb4-8421-c01b-49f204a2]:
LOAD [Employee ID],
     [Gender],
     [Current Job Title],
     Mid(FileBaseName(), 1, 😎 as [MM-YYYY],

     'Q' & Ceil(Month(Date#(Mid(FileBaseName(), 1, 😎, 'MM-YYYY'))/3) as Quarter
FROM [lib://Demo/01-2017 Organisation Name .xlsx]
(ooxml, embedded labels, table is Sheet1);

RENAME TABLE [Sheet1_d9c0e355-4eb4-8421-c01b-49f204a2] TO [Sheet1];
RENAME TABLE [Sheet1] TO [(Sheet1...)];