QTD rule issue (working for 2016,2017 but not for 2018 data)

[venkanna_info]

Hi All,

I am looking for the rule as below.

If we are in Jan, we need to see Jan sales and Jan + Feb + Mar Sales Goals when QTD is selected;

If we are in February, we need to see Jan + Feb sales and Jan + Feb + Mar Sales Goals when QTD is selected;

If we are in March, we need to see Jan + Feb + Mar Sales and Jan + Feb + Mar Sales Goals when QTD is selected.

I have a data for 2016,2017,2018.QTD rule is working fine for 2016 and 2017 data,but when i check data for 2018( i have data for 2018 till Apr) not working(Ex: when i select Jan,its showing QTD-Mar,but when i select Feb ,it is showing QTD-Apr and When i select Apr ,it is showing QTD- Apr).

Initially i want to correct QTD rule for 2018 data and after that i want sales to be displayed like below mentioned.

Expected output :

When i select Period : Jan and QTD ,output will show only Jan sales

When i select Period :Feb and QTD,output will show Jan+Feb Sales

When i select Period :Mar and QTD,output will show Jan+Feb+Mar Sales

Kindly need your suggestions at the earliest,it is very urgent to me.

Kindly help me.

[duncanblaine]

Without seeing your QVW is quite difficult to diagnose.
Could there be a problem in your Master Calendar calculation for QTD? Is there possibly a hard-coded value or the calendar doesn't extend past March due it using a Max value eg Max(InvoiceDate).

[venkanna_info]

Hi Duncan,

Thanks for the response.

I am looking for  :  I have a field : Period ( having 12 months Jan - Dec)) and QTD( for QTD,rule written in the script).Now QTD concept is working fine.

My only concern ,how to write logic to generate below concept.

Ex1:When i select Jan (from Period field) and QTD,i want to see the sales only for Jan not upto Mar.

Ex2 :When i select Feb and QTD ,i want to see the sales for Jan+Feb only ,now i am getting upto Mar.

(Because Feb will come under Q1,it is taking Quarter end as a default.)

can you please suggest how to implement these logic.

[duncanblaine]

Hi Venkanna

I think I understand now!

I've attached a sample app that demonstrates the solution.

Basically you're trying to show data from all Periods in the selection (QTD) that are LESS THAN OR EQUAL to the current selected Period.

I found it easiest to use a number for the period, so that you can use the comparative analysis. This can easily be mapped to your text Period. ie. Month numbers 1 - 12.

The main thing to make this work is the Set Analysis in your Expression:

Count({<Period,PeriodNum={'<=$(=Max(PeriodNum))'}>}InvoiceNumber)

My example contains Invoices and InvoiceDates to demonstrate the logic, but you can swap that for whatever you need.
Hope this helps.

[duncanblaine]

Hi Venkanna
I just wanted to mention that the Expression will show all data across all Periods up to and including the current selection even if no Quarter (QTD) is selected - which might be useful.
Hope you find this helpful.

[venkanna_info]

Hi Blaine,

Thanks for your time and explanation.

i have understood above expression but i am not able to sync with my current logic.

below is my current logic :

RangeSum (

If (Dimensionality () = 1

(

Sum ({$<Period_Type = {'$(=v_Periodo_Daily)'}, Period = {'$(v_Periodo_Seleção_Daily)'}, Origin = {'Direct Sales'}>} DirectSales.$(=_Metrica_Sufix))

+

Sum ({$<Period_Type = {'$(=v_Periodo_Daily)'}, Period = {'$(v_Periodo_Seleção_Daily)'}, Origin = {'Daily'},_Period_Tipe_Daily=>} Daily.$(=_Metrica_Sufix))

)

Variable Names:

v_Periodo_Daily = _Period_Tipe_Daily(Direct Field)

v_Periodo_Seleção_Daily =

=If (_Period_Tipe_Daily = 'QTD',

MaxString ({$<Period=, Period_Type = {'QTD'}, PER.ID = P(PER.ID)>} Period),

Only (Period)

)

Kindly help me with the same.

[venkanna_info]

Can you please send sample application.attachment missing

[duncanblaine]

If you had such specific requirements, then it really would have helped if you'd shared more information in the first place. A sample app AND sample data set would be a good start.

You could try the following (in red), but its just a guess:

RangeSum (

If (Dimensionality () = 1

(

Sum ({$<Period_Type = {'$(=v_Periodo_Daily)'}, Period = {'<=$(v_Periodo_Seleção_Daily)'}, Origin = {'Direct Sales'}>} DirectSales.$(=_Metrica_Sufix))

+

Sum ({$<Period_Type = {'$(=v_Periodo_Daily)'}, Period = {'<=$(v_Periodo_Seleção_Daily)'}, Origin = {'Daily'},_Period_Tipe_Daily=>} Daily.$(=_Metrica_Sufix))

)

[venkanna_info]

Hi ,

I tried using above logic,its not working.Can you check once again help on the same.

[venkanna_info]

The output of the $(v_Periodo_Seleção_Daily) is mar 2018.if i apply <= ,it is taking .

Could you please suggest?