How PTD , QTD , YTD are Calculated

[system]

Could any body focus light on how to create below objects .
How is quarter-to-date(qtd), year-to-date(ytd) and period-to-date(ptd) calculated?

I have the dimentions - Fiscal year , Fiscal quarter, Fiscal period in year.

Any ideas are really appreciated.

Thank you

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sureshone43 (BOB member since 2007-07-22)

[system]

Hi,

Did you do a Search here on BOB? Keywords: MTD or YTD.

Example: I just searched for MTD and got the following link:

120×120 10.4 KB

I need to create dynamic to-date measures within a universe. These measures need to be dynamic within the time dimension. The time dimension includes week, month,quarter, season, and year. measures include sales, MTD sales, QTD sales, STD sales… The user needs the ability to create an ad-hoc report with any combination of these objects. I have been through the threads regarding to-date measures and have tried many of the suggested solutions. Where I’m running into a problem is when multipl…

Good luck,
Judy

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JMulders (BOB member since 2002-06-20)

[system]

I searched for the topics but i am not clear. could anybody give me the code little bit similar to my Question.
As right now i am using DB2 database and I have objects commig from table are Fiscal year, Fiscal Quarter,Fiscal period in year. and Netsales$

With use of this objects I need to build the report which requires me to caluclate netsales$ for week,ptd.qtd,ytd

Thank you

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sureshone43 (BOB member since 2007-07-22)

[system]

Hi sureshone,

It sounds like you will need a calendar table, if you have to use Fiscal YTD, QTD, MTD, etc.

Search in the Designer forum for “calendar table.” It’s a pretty standard approach in Data Warehousing to the type of problem you are facing.

Judy

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JMulders (BOB member since 2002-06-20)

[system]

I agree with you , I have seen a code in Forums
This a sample for calculated YTD for Revenue

SUM( case when trunc(table.Date,‘YYYY’) = trunc(sysdate,‘YYYY’) then table.revenue else 0 end)

but I want to make sure does it work for me in BO in Universe designer to built that measure as my database is DB2?

Thank you.

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sureshone43 (BOB member since 2007-07-22)

[system]

The DB2 equivalent to the above statement would be:

SUM( case when year(Date Object) = year(curdate()) then table.revenue else 0 end)

This would give you the actual YTD but I thought your requirement is the FISCAL YTD .

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rimpa (BOB member since 2008-04-14)

[system]

Yes My requirement is Fiscal YTD and I have the calender with me, but Infact I am not aware exactly what I have to change in the Code given by you to make it as a fiscal YTD

Thank you for your help

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sureshone43 (BOB member since 2007-07-22)

[system]

Check out this posting. It’s old (from 2003) but it still applies:

120×120 10.4 KB

Let’s say, My report prompts a user for the current Month(User selects September’2003). I need to bring the data starting from July’2003 to September’2003 in the “Current Year Data Provider” and July’2002 to September’2002 in the “Previous Year Data Provider”. OR, to make life easier:) User selects 2003/07, 2003/08, 2003/09 for the prompt, and I need to bring the data for 2002/07, 2002/08, 2002/09. What is the best way to implement this? Thanks, Ravi Ravi Amara (BOB member since 200…

Hope that helps
Judy

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JMulders (BOB member since 2002-06-20)

[system]

I have worked on this things can you elobrate more on this what is your exact requirement so that i can help you.

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zulfikar (BOB member since 2008-05-20)

[system]

I need a little direction in creating a prompt/filter, which allows the user to select a time period from the options “MTD/YTD/QTD”, based the other inputs will be “Year” & “Month”.
So if a user selects QTD & March 2008…the report should show throw values associated with Jan,Feb & March 2008(which is basically Q1)

I already have dimensions for Full Year,Qtr & Month & they have case stmts built to perform their individual functionality.

Any help is appreciated.
Thanks

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fixmyspcbar (BOB member since 2007-03-02)