I am attempting to make a calculated filed that shows the percent change in "Renewal at Par" over the past year. I have calendar year (cy) as a column in my dataset.
"At Par" is a calculated field where ra means renewal available.
(sum([renewal_at_par])/ sum([ra]))
Currently my formula is
ZN([AT PAR])-LOOKUP(ZN([AT PAR]),-1)
However, this generates value in the YoY% change column that are the percent difference in the previous row. This is not the intended output I want. I would like to output the percent change for each geo from the previous year (21 vs. 20).
Geo
Renewal at Par
YoY % Change
APAC
92.89%
LATAM
90.27%
-2.6%
EMEA
89.53%
0.7%
NA
89.86%
0.3%
I have also tried the below but it produces an output of 0 for all Geos
if [opportunity_close_date_fiscal_year_number] = 2020 then syb else 0
end
and then did the same for 2021 and then performed a yoy calculation but was unsuccessful.
ex. YOY = ((calculated field 1 – calculated field 2) / calculated field 2) * 100
Related
I have a list of products and would like to get a 50 day simple moving average of its volume using Power Query (M).
The table is sorted by product name and date. I add a custom column and applied the code below.
if [date] >= #date(2018,1,29)
then List.Average(List.Range(Source[Volume],[Volume]-1,-50))
else ""
Since it is already sorted by date and name, an if statement was applied with a date as criteria/filter. However, an error occurs that says
'Volume' column not found in the table.
I expect to have an added column in the power query with volume 50 day moving average per product. the calculation to be done if date is greater than or equal Jan 29, 2018.
We don't know what your columns are, but assuming you have [product], [date] and [volume] in Source, this would average the last 50 days of [volume] for the identical [product] based on each [date], and place in a new column
AvgAmountAdded = Table.AddColumn(Source, "AverageAmount", (i) => List.Average(Table.SelectRows(Source, each ([product] = i[product] and [date]<=i[date] and [date]>=Date.AddDays(i[date],-50)))[volume]), type number)
Finally! found a solution.
First, apply Index by product see this post for further details
Then index again without criteria (index all rows)
Then, apply below code
= Table.AddColumn(#"Previous Step", "Volume SMA(50)", each if [Index_byProduct] >= 50 then List.Average(List.Range(#"Previous Step"[Volume], ([Index_All]-50),50)) else 0),
For large dataset, Table.Buffer function is recommended after index-expand step to improve PQ calculation speed
I have a bar chart with X axis as discrete date value and Y axis as number of records.
eg: x axis (Filtered Date)- 1st Oct, 2nd Oct, 3rd Oct etc
y axis (Number of Records)- 30, 4, 3 etc
Now, I have to create a table to get Max, Min and Avg. Value of the 'Number of Record'.
I have written a Calculated Field as MAX([Number of Records]) to get the maximum of Number of Records in this case 30 but I always get a value of 1.
How do I define the values to get max, min and avg. ?
Thanks,
Number of Records is an automatically calculated field that tableau generates when importing a datasource. You can right click on it and see the definition of the calculation: 1.
As you currently have your field defined, tableau will look for the maximum value of the column. It will always be 1 because that is the only value in that field for every record.
It sounds like you are actually trying to calculate the maxiuum of the sum of the number of records for your aggregation level (in your case date). You should be able to easily accomplish this using Level of Detail (LOD) expressions, or table calculations. Something like the following:
WINDOW_MAX(SUM([Number of Records]))
I have database where i am calculating the shipping cost. The logic of shipping cost is such way that it is calculated every 500gm. I have price list according to different weight but when i am using calculation taking the weight from user for example 1.4 i am unable to get it to next calculative weight of 1.5 , .7 to 1.0 , 1.7 to 2.0 how to achieve this?
Try this (substitute myNumber to get a different result):
Let (
[
myNumber=2.6;
myNumberInt = INT(myNumber);
myNumberFr = myNumber - myNumberInt;
myNumberFr = Case ( myNumberFr =0;0;myNumberFr >0.5 ; 1;0.5 );
result = myNumberInt + myNumberFr
]
;
result
)
You can wrap it in a custom function, in case you need to change it later throughout the system.
I am sure there is a better mathematical formula, but this should get you started
The Problem is fixed.
I have price list according to weight slab in different table.
I used the Country code with Zone id to track prices for particular weight slab prices provided by the courier company.
The price list for e.g. is in such way :-
Zone 1 .5Kg 100Yuan 1.0Kg 120 yuan etc etc , there goes till 20Kg in some case at max.
so when i input the weight in weight field for e.g. 13.5kg i use this weight / .5 which gives me a value 27 , the reason i use to divide the weight with .5 is for example if i input the weight to 13.8 kg i get 27.6 there upon i embed this in ceiling function in calculation field which gives me value of 28 which i can use to calculate the next price slab in the price list which is for every 500Gms +- .
Once i get this done i use this in script which does the job of going to particular layout to search the zone and the prices and retrieving those data to original layout to show the desired result.
Regards,
Soni
I have a panel data set for multiple waves (13) for roughly 10,000 individuals each year, with people entering and exiting at various time points. I am interested in what happens as people become diagnosed with a disease over time. Therefore I need to recode the time variable so that it becomes t=0 the first wave when diagnosed, then t=1 is the next year and so on, so that all of my individuals are comparable (and I guess -1 for t-1 etc). However I am unsure about how to go about this in stata. Would anyone be able to advise? Many thanks
The case of one diagnosis per person
clear all
set more off
*----- example data -----
set obs 100
set seed 2357
generate id = _n
generate year = floor(10 * runiform()) + 1990
expand 5
bysort id: replace year = year + _n
bysort id (year): generate diag = cond(_n == 3, 1, 0)
list in 1/20, sepby(id)
*----- what you seek -----
bysort id (diag): gen time = year - year[_N]
sort id year
list in 1/20
I assume the same data structure as #RichardHerron and use his example. diag is an indicator variable that takes on the value of 1 at the time of diagnosis and 0 otherwise (only one diagnosis per person is considered).
The sorting done by bysort is critical. The observation holding the time of diagnosis is pushed to the end of the database (by id groups) and then all that's left to do is compare (subtract) all years with that reference year. See help _variables for details on system variables like _N.
The case of multiple diagnoses per person
If several diagnoses are made per person, but we care only for the first occurence (according to year), we could do:
gsort id diag -year
by id: gen time = year - year[_N]
Simple but not optimal solution
Suppose diagnosis is 1 when diagnosed (at most once per person) and 0 otherwise.
Then the time at diagnosis is at its simplest
egen time_diagnosis = total(diagnosis * year), by(id)
but you need to ignore any zeros. To spell that out,
replace time_diagnosis = . if time_diagnosis == 0
Better alternative
A more complicated but preferable alternative can handle multiple diagnoses if they occur:
egen time_diagnosis = min(year / diagnosis), by(id)
as year / diagnosis is year when diagnosis is 1 and missing otherwise. This yields missing values if there is no diagnosis, which is as it should be.
Then you subtract that to get a new time variable.
gen time2 = time - time_diagnosis
In short, I think you can get this done in two statements, handling panel structure too.
Update
#Richard Herron asks why use egen with by(), and not just
gen time_diagnosis = time * diagnosis
A limitation of that is that the "correct" value is contained only in those observations for which diagnosis is 1; that value still has to be "spread" to other values for the same id. But that is precisely what egen does here. In the simplest situation, with one diagnosis the total of time * diagnosis is just time * 1 or time, as any zeros make no difference to the sum.
It is usually helpful to provide test data, but here they are easy enough to generate. The trick is to find the first year for each individual (my fyear), which I'll do with min() from egen. Then I'll subtract this first year fyear from the actual year to find the year relative to diagnosis ryear.
/* generate panel */
clear
set obs 10000
generate id = _n
generate year = floor(10 * runiform()) + 1990
expand 10
bysort id: replace year = year + _n
sort id year
list in 1/20
/* generate relative year */
bysort id: egen fyear = min(year)
generate ryear = year - fyear
list in 1/20
If the first year in the panel is not diagnosis, then just construct fyear based on diagnosis criteria.
Edit: Thinking more on this, maybe it's the last part that you're having a hard time with (i.e., identifying the diagnosis year to subtract from the calendar year). Here's what I would do.
bysort id (year): generate diagnosis = cond(_n == 5, 1, 0)
preserve
tempfile diagnosis
keep if (diagnosis == 1)
rename year dyear
keep id dyear
save `diagnosis'
restore
merge m:1 id using `diagnosis', nogenerate
generate ryear2 = year - dyear
This forum seems to be more geared toward more programming issues but I would be interested if someone would look at the logic issue in the link below.
My issue is about how to calculate the previous 12 months' total using the calendar already defined. I have found very few examples of this on the QV community. Please see the link below for more details. I would be willing to look at an SQL or a QV script solution.
Our fiscal year runs Nov to Oct. I would like to have the end user select the Year and a chart to display the last rolling 12 months' margin. I have had issues getting my total to accumulate for previous months.
My goal would be for it look similar to the Rolling 12 Month Total - GP column in the manually calculated Excel image 'Goal' (look at QV link for screenshot).
Rolling Margin equation: my attempt to use Set Analysis to make a rolling avg equation.
=Sum({<master_date={'>=$(=MonthStart(Max(master_date), -12))<=$(=MonthEnd(Max(master_date)))'}>}
MasterCalendar:
TempCalendar:
LOAD
$(vDateMin) + RowNo() - 1 AS DateNumber,
Date($(vDateMin) + RowNo() - 1) AS TempDate
AUTOGENERATE 1
WHILE $(vDateMin)+IterNo()-1<= $(vDateMax);
MasterCalendar: this uses master_date to connect items together. This an fiscal calendar are hard to put together with rolling avg
LOAD
TempDate AS master_date,
Day(TempDate) AS CalendarDay,
WeekDay(TempDate) AS CalendarWeekDay,
Week(TempDate) AS CalendarWeek,
Month(TempDate) AS CalendarMonth,
Year(TempDate) AS CalendarYear,
'Q' & Ceil(Month(TempDate)/3) AS CalendarQuarter,
WeekDay(TempDate) & '-' & Year(TempDate) AS CalendarWeekAndYear,
Month(TempDate) & '-' & Year(TempDate) AS CalendarMonthAndYear,
If(Num(TempDate) >= $(vYearStart) AND Num(TempDate) < $(vMonthNow), -1, 0) AS YTD,
If(Num(TempDate) >= $(vYearStartLY) AND Num(TempDate) < $(vMonthNowLY), -1, 0) AS LY_YTD,
Year2Date(TempDate) * -1 AS YTD_Flag,
Year2Date(TempDate,-1, 1, $(vToday))*-1 AS LY_YTD_Flag
RESIDENT TempCalendar ORDER BY TempDate ASC;
DROP TABLE TempCalendar;
FiscalCalendar: This defines our fiscal year
FiscalCalendar:
LOAD date(date#(20011101,'YYYYMMDD')+recno(),'MM/DD/YY') AS "master_date"
AUTOGENERATE today()-date#(20011101,'YYYYMMDD');
LEFT JOIN (FiscalCalendar)
LOAD
"master_date",
date(monthstart(master_date),'MMM YY') AS "MonthFisical",
date(monthstart(master_date),'MMM') AS "MonthFisical_MonthTitle",
date(yearstart(master_date,1,11),'YYYY') AS "YearFiscal",
month(master_date)-month(num(today(1))) AS FiscalMonthsElapsed,
YearToDate(master_date, 0,11)*-1 AS YTD_FLAG_Fiscal,
YearToDate(master_date,-1,11)*-1 AS LY_YTD_FLAG_Fiscal
RESIDENT FiscalCalendar;
To see screenshots:
http://community.qlikview.com/message/219912#219912
Thank you for taking the time to look at this issue.
The solution is not in the calendar : you have to create a pivot table between your calendar and the fact table.
In this pivot table you have 2 type : DIRECT and CROSSING.
For type DIRECT, a row in fact table is linked to the date in calendar
For type CROSSING, a row in fact table is linked to all the dates of the 12 future months in calendar.
So in Qlikview, you use the type DIRECT all the time, except when you want to present for each month the total of the past 12 months. In this case you use CROSSING because all rows are linked to the dates of the 12 future months, so it means (reversed point of view) that a month is linked to all data of the past 12 months.
Examples:
xlsx
QVW