PBCS: Custom rules to aggregate Period members - oracle

I have an input account (never share) in which the user types a parameter for each month, I want that into aggregate members of Period dimension, for example on YearTotal, the value will be the weighted average between two other accounts representing the cost and the quantity.
With the account properties I can rollup my account in addition or as simple average between months, obviously in this way I get wrong data in both cases.
Anyone know a solution to my question?
Thanks a lot,
Daniele

Not sure exactly what you are asking. But I assume the following in my answer:
data entry for user on account Parameter (from the context, I think it is a price)
data entry for user on level0 Period, i.e. the months
you want Essbase to show the Parameter value as typed in at the month level (Jan .. Dec)
you want Essbase to show Costs / Quantity for Q1/2/3/4 and the YearTotal
the Account and Period dimension are of density: dense
You did not specify if you are also reporting on YTD values and how you have implemented this in Essbase. I assume you do, but the preferred solution depends on how you have implemented this, so I take the "safe" solution here:
solution 1
This is the most straightforward solution:
Implement a "parameter_inp" account on which the user keys in the data. Set the account to "never consolidate".
Create a new "parameter" account, dynamic calc, and give it the formula "Costs/Quantity;".
Refer to "parameter" in your reports, and to "parameter_inp" for user entry
solution 2 - alternative
If you have a lot of these parameters, you'll end up with a system making it unpleasant for data entry and reporting for the end-users. To solve it using data entry and reporting on the same "parameter" account, you need to tune your implementation for Quarter and YearTotal calculation, including the YTD calculation. I see no way of getting this correct if you are using DTS.
This is the way to go forward:
Make use of a new dimension called "View", data entry on PER (= periodic), additional dynamic calc member "YTD", density: dense, place it after Period (so Account, Period, View)
Add a UDA to the "parameter", for example "WA"
Set custom dynamic calculations on Quarter and YearTotal level, something like: IF (#ISUDA("WA")) THEN ELSIF <check on FLOW/BALANCE> ... logic for regular aggregation of FLOW and BALANCE items hereby overriding Essbase's native time logic)
Set custom dynamic calculations for YTD (overiding DTS), and make an exception for UDA "WA"

Related

Netsuite Formula Calcs

So I was able to create a search that shows historical unit rates at an item level then I can filter by customer to show any price increases that may have taken place to create a price tracker. It works as advertised. Below is a screen shot of what the output is. "Base Price" is the minimum item rate for lifespan since we transitioned to NetSuite. Then 1-6 months back it will pull the item rate and as you can see, around the 3rd month, it increases and shows change.
Here is how the search looks when executed
What I am attempting to do now subtract the values from the formula from the "base price" because that is at the end of the day the total impact value. Eventually I want to bring in quantity so we can see the total impact of these changes to track if we are seeing an increase or not.
EX. If base is $2 and we sell 20 a month. $40 in sales. Now we up it to $3, sales would be $60. But we want to show the $20 in increase impact instead.
Below is from the results tab to generate the above.
Here is the view from the Results Tab
Is there a way to create that calculation somehow in NS? I am almost thinking it is because I used the DECODE instead of the CASE WHEN ?
Thank you
You can generally combine supported functions; you just need to make sure that any functions applied in the Summary or Function columns are replicated in the formula. For example, your first column "Item Rate" has a Summary function or "Minimum" applied - this needs to be included in the formula, something like:
DECODE(...) - MIN({rate})

Calculate Value For Dates Between

A few references:
Microsoft's documentation on DATESBETWEEN.
Somewhat similar question, though the answer and derivatives of the formula don't return the correct results.
Microsoft's documentation on TODAY
Per the above Microsoft documentation, I'm trying to get a calculation for the last three months based on today's current date in SSAS Tabular model. First, I have no idea how to use SSAS and my company doesn't provide any learning material, so I've been reading through the MSDN documentation, which may not be the place to start, so if this is wrong, I'd appreciate being told so. For instance, with C# or Ruby, I can test code in a console to see if I get the result that I want, and I don't see how I can do that in SSAS Data Tools' DAX language - this is a GUI which gives users very little power over what they can do (it took me four hours to figure out how to access a dimension's properties). I am definitely a code monkey.
I tried using the below formula (and derivatives of it) because this is what it looks like Microsoft is doing in their example:
3MonthValue:=CALCULATE(SUM([MeasureOne])/SUM([MeasureTwo]),DATESBETWEEN(DateDimension[Date],DATEADD(DateDimension[Date],-3,MONTH),TODAY()))
The result, nothing. Of course, if I run similar SQL logic, I get the right results. I also used the provided SO example, though I suspect that's not exactly what I'm trying to achieve, and only obtained blanks as answers. Given that I need to calculate a formula between a certain time frame, which in SQL would be the WHERE clause, how do I translate this into DAX? In other words, what is DAX's WHERE and if CALCULATE isn't right, what's the correct approach?
When you say it isn't working, how do you mean? The formula you are using refers to your date dimension's key as the starting date for your DATESBETWEEN function - this means if you are expecting the measure to populate a value, you'll need to be using a particular date in your pivot to establish context.
If you are trying to view the measure at design time, in the editor, there is no context so the measure wont populate.
Moreover, if in a pivot you're looking at a time context that includes more than one date, that also will not work. So say you are looking at a month, or a quarter. Both of these encompass what amount to multiple DateDimension[Date]'s - so again context cannot be established.
so to recap - measures which look at date ranges like DATESBETWEEN using a starting time context that is set to your dimensions time key will only show up in a pivot when the pivots data is filtered to a single date.
You can test this using the same function, but hard set the starting date by replacing DateDimension[Date] with a static date (or possibly TODAY()). The measure should show up in design time because the formula has all the information it needs to complete the calculation.

Limiting AutoIncrement to a specific range

I am trying to create an application for work. The app will be used internally and should allow us to assign some barcode numbers to our product SKUs. I am using Visual Studio / Basic 2010 Express to build this as my very limited and beginners experience is with VS 2010 Express.
I'll give a bit of information about how I see this application working and then I'll get on with my actual question:
I see the app allowing us to create a new Product in the database by a user entering the SKU and description of the product and then the app will assign this product the next available base number for the barcode and from there the app will (if required) generate the correct EAN13 and GTIN14 barcodes and store them against that SKU.
As a company we have a large range of barcode numbers we can use and we have split this large range up so that the first 50,000 (for example) are for our EAN13 codes, the next 50K are for our GTIN14 codes for Inner Cartons and the remaining 50K are for Master Cartons.
So in order to achieve this I have my Product table which contains the fields 'SKU', 'Description' and 'BarcodeBase'. I have managed to set the BarcodeBase field as unique and I am attempting to use AutoIncrement(Seed & Step) to make sure that this assigns the product a base barcode (before I calculate the check digit) that falls within the EAN13 range as described above...
So finally my question is: Is there a way I can put an upper limit on AutoIncrement so that on the off chance, way way in the future, the base barcode number will not overflow into the next range?
I've been googling unsuccessfully for an answer and I am only coming across things which talk about the data type of the field having a limit. For example the upper limit of an Int32 type. Through my searches I have become vaguely aware of the 'Expression' property of the field and also the possibility of coding a partial class - but I don't know if that is the right direction to go in or if there is something much simpler that I am overlooking / have not found.
I would really appreciate any help!
Edit: As per GrandMasterFlush's comment - I have added a local database to my VS project. So I think I am using a SQL Server Compact 3.5 db.
Use a CHECK constraint, e.g.:
ALTER TABLE dbo.Product ADD CONSTRAINT ...
CHECK (BarcodeBase BETWEEN 1 AND 50000);
I suggest you do not make BarcodeBase an IDENTITY column in the Product table (IDENTITY is the feature that you are referring to as "autoincrement"). IDENTITY is really designed for surrogate key use only and isn't ideal for meaningful business data. You can't update an IDENTITY column, it isn't necessarily sequential, may have gaps in the number sequence and you also only get to use one IDENTITY column per table. Instead of using IDENTITY in the Product table you can generate the sequence elsewhere, for example by incrementing a single value stored in a single row table.

Efficient way to query

My app has a class that saves picture that users upload. Each object in the class has a city property that holds the name of the city that the picture was taken at, and a like property that tracks the number of likes.
I want to be able to send a query that returns one picture per city and each picture should have the highest ranking of likes in the city it belongs to. How can I do that?
One way which I first thought about is doing multiple queries by fetching the most liked picture of a city and save it in an array, and then do the same to other cities.
However, each country has more than one city, thus it's not that efficient.
Parse doesn't support the ordinary operations used in databases. Besides, I tried to use a compound query. Unfortunately, I can't set limit or ordering on the subqueries. Any good solution for this?
It would be easy using group by. Unfortunately, Parse does not support "select distinct" or "group by" features.
As you've suggested you need to fetch for each country all the cities, and for each one get the top most rated photo.
BUT, since Parse has strict restrictions on the duration time execution of a request ( 3 sec for an event listener, 7 sec for a custom function ), I suggest you to do this in a background job, saving in a new table the top rated photo for each city. In this way you can easily query the db from client. The Background jobs can be executed up to 15 minuted before parse drop them, so you could make that kind of queries without timeouts.
Hope it helps

Creating DAX peer measure

The scenario:
We are an insurance brokerage company. Our fact table is claim metrics current table. This table has unique rows for multiple claim sid-s, so that, countrows(claim current) gives the correct count of the number of unique claims. Now, this table also has clientsid and industrysid. The relation between client and industry here is that, 1 industry can have multiple clients, and 1 client can belong to only 1 industry.
Now, let us consider a fact called claimlagdays, which is present in the table at the granularity of claimsid.
Now, one requirement is that, we need to find out "peer" sum(claimlagdays). This, for a particular client, is basically calculated as:
sum(claimlagdays) for the industry of the client being filtered (minus) sum(claimlagdays) for this particular client. Let's call this measure A.
Similar to above, we need to calculate "peer" claim count , which is claimcount for the industry of the client being filtered (minus) claimcount for this particular client.
Let's call this measure B.
In the final calculation, we need to divide A by B, to get the "peer" average lag days.
So basically, the hard part here is this: find the industry of the particular client which is being filtered for, and then, apply this filter to the fact table (claim metrics current) to find out the total claim count/other metric only for this industry. then of course, subtract the client figure from this industry figure to get the "peer" measure. This has to be done for each row, keeping intact any other filters which might be applied in the slicer(date/business unit, etc.)
There are a couple of other filters static which need to be considered, which are present in other tables, such as "Claim Type"(=Indemnity/Medical) and Claim Status(=Closed).
My solution:
For measure B
I tried creating a calculated column, as:
Claim Count_WC_MO_Industry=COUNTROWS(FILTER(FILTER('Claim Metrics Current',RELATED('Claim WC'[WC Claim Type])="Medical" && RELATED('Coverage'[Coverage Code])="WC" && RELATED('Claim Status'[Status Code])="CL"),EARLIER('Claim Metrics Current'[IndustrySID])='Claim Metrics Current'[IndustrySID]))
Then I created the measure
Claim Count - WC MO Peer:=CALCULATE(SUM([Claim Count_WC_MO_Industry])/[Claim - Count])- [Claim - Count WC MO]
{I did a sum because, tabular model doesn't directly allow me to use a calculated column as a measure, without any aggregation. And also, that wouldn't make any sense since tabular model wouldn't understand which row to take}
The second part of the above measure is obviously, the claim count of the particular client, with the above-mentioned filters.
Problem with my solution:
The figures are all wrong.I am not getting a client-wise or year-wise separation of the industry counts or the peer counts. I am only getting a sum of all the industry counts in the measure.
My suspicion is that this is happening because of the sum which is being done. However, I don't really have a choice, do I, as I can't use a calculated column as a measure without some aggregation...
Please let me know if you think the information provided here is not sufficient and if you'd like me to furnish some data (dummy). I would be glad to help.
So assuming that you are filtering for the specific client via a frontend, it sounds like you just want
ClientLagDays :=
CALCULATE (
SUM ( 'Claim Metrics Current'[Lag Days] ),
Static Filters Here
)
Just your base measure of appropriate client lag days, including your static filters.
IndustryLagDays :=
CALCULATE (
[ClientLagDays],
ALL ( 'Claim Metrics Current'[Client] ),
VALUES ( 'Claim Metrics Current'[IndustrySID] )
)
This removes the filter on client but retains the filter on Industry to get the industry-wide total of lag days.
PeerLagDays:=[IndustryLagDays]-[ClientLagDays]
Straightforward enough.
And then repeat for claim counts, and then take [PeerLagDays] / [PeerClaimCount] for your [Average Peer Lag Days].

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