Unlock a world of possibilities! Login now and discover the exclusive benefits awaiting you.
Hi,
Basically I have a fact and a date dimension tables as shown here:
FactTable:
|FactTransDate | Amount |
|------------------|
|01/04/2012 | 256 |
|02/12/2012 | 2056 |
|03/07/2012 | 112 |
|04/09/2012 | 95 |
|05/05/2012 | 1069 |
|07/13/2012 | 125 |
|08/17/2012 | 73 |
|09/21/2012 | 73 |
|10/16/2012 | 73 |
|11/17/2012 | 73 |
|12/25/2012 | 73 |
|01/04/2013 | 456 |
|02/12/2013 | 4056 |
|03/07/2013 | 412 |
|04/09/2013 | 45 |
|05/05/2013 | 4069 |
|07/13/2013 | 425 |
|08/17/2013 | 43 |
|09/21/2013 | 473 |
|10/16/2013 | 373 |
|11/17/2013 | 273 |
|12/25/2013 | 573 |
|01/04/2014 | 3456 |
|02/12/2014 | 44056 |
|03/07/2014 | 2412 |
|04/09/2014 | 345 |
|05/05/2014 | 24069 |
|07/13/2014 | 4425 |
|08/17/2014 | 243 |
|09/21/2014 | 3473 |
|10/16/2014 | 4373 |
|11/17/2014 | 3273 |
|12/25/2014 | 6573 |
And the Date Dimension table has simply these fields: Year, Month, Date.
What I need to do is when I select a year from the calendar is to sum the ACCUMULATED amount for the beginning and ending for each month (my dimension is the month on a Straight Table Chart) within that year. So my Output should be something like this when I select 2014 for example:
--------------------------------------------------------------------------------------------------------
DateDimMonth | BeginningAmount | EndingAmount
Jan | XXXX (total everything before Jan 2014) | BeginningAmount + All Trans Amount of current month
Feb | Jan 2014 Ending Amount | Beginning + Current Amount
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
--------------------------------------------------------------------------------------------------------
I tried this definition for the BeginningAmount:
sum({1<FactTransDate= {"<$(=min([TransactionDateDimCalendar.Date]))"}>} [Amount] )
And this for EndingAmount:
sum({1<FactTransDate= {"<$(=max([TransactionDateDimCalendar.Date]))"}>} [Amount] )
So both of them work fine if I don't add the month calendar dimension to the straight table chart. But when I add the monthly dimension, it's calculating the amount for the previous period by grouping the amount on a monthly basis (i.e. All the amounts for Jan across the previous years).
So, my question is: How can sum and aggregate my data and lay it off like the table mentioned above?
Thanks!
First of all you have a complete set of to-do task so do not expect to get the complete solution in this thread.
I will recommend you to first follow the community with Accumulation and all facts related to it.
I think in spite of adding a lot of conditions in calculation you should opt for the script.
Now for beiginnng amount use the logic that Datte >= selected date.