I’m looking to create a report with a department down the side and along from each dept I want a column with each one having the date of each Saturday for say about 3 months worth, and a total at the top, something like this:
My questions are what template should I use to do this and any things I need to know (tips/sticking points/shortcuts) as I am quite new at building these types of reports in BO?
Also if I want to display say 3 rolling months of report data everytime I run the report,and any time I run it it would update to include any new Saturday since running last time, could that be done easily enough?
We cannot build the report for you. My advice is: start simple and expand the report with more complex logic.
So start with two prompts to enter the “rolling” period, create the “rolling” thing later (based on today’s date). Try to create a filter with something like daynumber(mydate) = 6 (whatever database, country setting) that filters the Saturdays.
You need need a table that is rotated 90 degrees to display what you want. But the question is will all 12 saturdays for three months fit on a page? So maybe a normal table but that depends on the number of departments yuo have.
What data do you have for the report? Clearly you have a Date, a Department, and an amount of something…anything else? Which version of WEBI are you running? What are you reporting from? Do you have access to the Universe? Is there a calendar table in your universe that may contain a week object? It may help to post an example of your data, and as much information as possible.
Generally, you’re more likely to get help if you’ve tried something already, rather than ask for suggestions as to what you need to do in the first place - hence HenkK’s comment above. “I need to build a report that looks like this” is still a little vague.
Give what HenkK suggested a try and post back if you get stuck.
I have tried something already but not got very far. I can only get a daily date range per column, I don’t know how to sum it up into a weekly value and display the weekly date.
What I am showing below is what I have already tried. As I said I need to sum the values into weekly values and show the Saturday date only:
Replace your Date object in the crosstab with this:
=Week([Your Date])
…and see what this does to your report. It should aggregate the measures to what you need.
If you’re happy enough with the week figures, you can replace the weeknumber column heading using an alerter to show the date of the Saturday as the column header in lieu of the Week number.
I tried that and it seems to successfully group up the data and shows the week number so appreciate the advice thanks.
I would like to now show the Saturday date of each week rather than the week number. No idea yet how to do that but I’ll try and see waht I can come up with.
rgoulart I have plugged in the variables and appears to be showing the Saturday dates I require, although they are ordering in a text format not date, so I 'll need to try and order by date ascending somehow.
Currently it is ordering not in date sequence, and sorting doesn’t work for this either.
Used custom sort to fix the date sort. I thought I would have to do this manually every time I changed the date range when running the report but it seems to hold.
Hi , I would use Mark’s solution. It’s easier to maintain and more elegant. It looks like the first day of the week dor you is Sunday. Both proposed solutions assume the first day of the week are mondays. If it’s the case, I believe that , on Mark’s solution you have to subtract 2 instead of 1, right Mark?
Hi, no not yet I tried rgoulart suggestion first, but I will try your solution Mark. I’m wanting it to show Saturday date so default would need to be Sunday - 1 or -2 if Monday.
I am picking up the Saturday the 7th Dec date, which I don’t want. When I put in a date range I only want it to pick up the Saturday dates within that range, not before it.
just wondering is it possible to pick up the prompt dates that I am using for my date range, if I could do that I could maybe somehow use this in conditional statement using relative date?
Any idea what is wrong with this variable code, it says I have a semi-colon missing but can’t see why i would need a semi-colon there (the bit between asterisks where I am doing the condition check for the IF statement):
=if(RelativeDate(LastDayOfWeek([Query 1].[End Date])*)*=UserResponse("Enter End Date(Start):");RelativeDate(LastDayOfWeek([Query 1].[End Date]));RelativeDate(LastDayOfWeek([Query 1].[End Date]);-1))
Edit: I just realised I need the function argument (DOH) but in this case I want to use 0 but it doesn’t like it, maybe I can use something else to return the date.
Edit2: Is the user prompt date a “date” or a string data type?
This gives me an error where I am trying to remove the time stamp:
=ToDate(UserResponse("Enter Episode End Date(Start):");"dd/MM/yyyy")
and this gives error too:
=FormatDate(ToDate(UserResponse("Enter Episode End Date(Start):");"dd/MM/yyyy");"dd/MM/yyyy")
Have also tried saving, closing and rerunning report but still get #ERROR in field???