Sum Value Based on Max/Min Period

[Anonymous]

I have built the straight table at the bottom of my message. What I would like to do, is get the MIN FISCAL PERIOD sum(Sales) per COMPANY and the MAX FISCAL PERIOD sum(Sales) per Company. This would allow me to see if companies are growing or not.

So final product would look some like:

Company	Initial	Latest	Growth
Adventure Works	$500	$1500	300%
Ice Cream Store	$100	$30	(70%)
Dog Store	$300	$3000	1000%

Company	Fiscal Period	sum(Sales)
		$395,387
Adventure Works	Oct 2010	$500
Adventure Works	Nov 2010	$500
Adventure Works	Dec 2010	$500
Adventure Works	Jan 2011	$500
Adventure Works	Feb 2011	$500
Adventure Works	Mar 2011	$500
Adventure Works	Apr 2011	$500
Adventure Works	May 2011	$500
Adventure Works	Jun 2011	$500
Adventure Works	Jul 2011	$500
Adventure Works	Aug 2011	$500
Adventure Works	Sep 2011	$1,000
Adventure Works	Oct 2011	$1,000
Adventure Works	Nov 2011	$1,000
Adventure Works	Dec 2011	$1,000
Adventure Works	Jan 2012	$1,500
Adventure Works	Feb 2012	$1,500
Adventure Works	Mar 2012	$1,500
Adventure Works	Apr 2012	$1,500
Adventure Works	May 2012	$1,500
Adventure Works	Jun 2012	$1,500
Adventure Works	Jul 2012	$1,500
Adventure Works	Aug 2012	$1,500
Adventure Works	Sep 2012	$1,500
Adventure Works	Oct 2012	$1,500
Adventure Works	Nov 2012	$1,500
Adventure Works	Dec 2012	$1,500

[sunny_talwar]

Check out the attached

[Anonymous]

Not showing anything when I try to apply to my qvw. Not sure what I am missing...

[Anonymous]

So I've figured out how to get the earliest and latest dates per company. I have a straight table setup with Company as the only dimension and these two expressions:

= min({< Sales = {"> 0 "}>} MonthDate)

= max({< Sales = {"> 0 "}>} MonthDate)

These get me the earliest dates of sale for each company but I would like the actual Sale VALUE that corresponds with these dates. Any suggestions?

[swuehl]

Maybe you have multiple records for each company per month?

Try for example

=FirstSortedValue(Aggr(Sum(Sales), Company,FiscalPeriod),Aggr(FiscalPeriod,Company,FiscalPeriod))

=FirstSortedValue(Aggr(Sum(Sales), Company,FiscalPeriod),-Aggr(FiscalPeriod,Company,FiscalPeriod))

or

=Sum(Aggr( If(FiscalPeriod = Min(Total<Company> FiscalPeriod),Sales), Company,FiscalPeriod))

=Sum(Aggr( If(FiscalPeriod = Max(Total<Company> FiscalPeriod),Sales), Company,FiscalPeriod))

[Anonymous]

Thank you for your reply Stefan but none of those worked for me.I can guarantee there are not multiple records per company per month. Note that I have transitioned from FiscalPeriod to MonthDate

I have had success only with below to get the min or max date :

= min({< Sales = {"> 0 "}>} MonthDate)

I somehow have to work this into a set analysis expression, I took a crack at it with no luck

= sum({< MonthDate= {'$(= min({< Sales = {"> 0 "}>} MonthDate))'}>}Sales)

I feel like this is a pretty basic ask, so I dont know why I am struggling so much. You understand what I am trying to do - I just want the earliest Sales amount per company and the latest Sales amount so I can compare.

[swuehl · Accepted solution]

Sunny's solution worked for your sample records, right?

What is the difference to your real data? Can you describe your data a little more?

You can add the Sales value set expression filter to both FirstSortedValue({<...>} .. ) and also to the second solution (just add it to every aggregation function)

edit:

Modifying Sunny's QVW and expressions:

=FirstSortedValue({<Sales ={">0"} >} Sales, FiscalPeriod)

=FirstSortedValue({<Sales ={">0"} >} Sales, -FiscalPeriod)

and coming back to your approach:

= sum({< MonthDate= {'$(= min({< Sales = {"> 0 "}>} MonthDate))'}>}Sales)

Set Analysis and Dollar sign expansion is only evaluated once per chart, not per dimension line, so this will not determine the min MonthDate (with Sales >0) per Company, it will filter on the overall minimum MonthDate (and you may need to double check the format of the MonthDate modifier value:

Dates in Set Analysis

)