topic Re: YTD Calculations for fiscal Year in SAS Visual Analytics

YTD Calculations for fiscal Year

manjot1 — Thu, 10 Jan 2019 05:06:53 GMT

How to create YTD Calculations for fiscal year in SAS VA 7.4? I have data from April 16 - March - 18.

Re: YTD Calculations for fiscal Year

Sam_SAS — Thu, 10 Jan 2019 13:48:57 GMT

Hello,

As far as I know, it cannot be done easily in 7.4.

In 8.2 and later, it can be done easily because the CumulativePeriod operator lets you set the starting point for the outer interval (e.g., the first month for each year).

Re: YTD Calculations for fiscal Year

SASKiwi — Thu, 10 Jan 2019 19:00:54 GMT

I think you can do it by adding a fiscal year category to your data prior to loading it into your LASR library. How would you want it formatted? Maybe a character column like 2016/17, 2017/18? You could then base summary reports based on this category.

Re: YTD Calculations for fiscal Year

manjot1 — Fri, 11 Jan 2019 13:09:43 GMT

Hi SASKiwi,

On creating Year column as 2016/17 and 2017/18 as part of data preparation I can achieve YTD for those years, but on selecting any particular month as a filter I want a column to give running total for that month, for example if I select June as Month then the YTD Column should give me a sum of April, May and June Sales, but it only gives sales for June Month as output.

Can that be achieved using Relative Period or Cumulative Period, if yes please provide an example.

I tried Cumulative Period as shown in the below screenshot, but it gives missing values in most for February and March months. (Please tell why it is not showing values for Feb and March as they are present in the data.)

Also let me know if the same can be achieved in SAS VA 7.3 and how?

Re: YTD Calculations for fiscal Year

SASKiwi — Tue, 15 Jan 2019 20:33:08 GMT

As far as I'm aware you won't be able to use the CumulativePeriod functionality for this. If your input data is one row per month then you should be able to calculate YTD measures prior to loading into LASR. If your input data has multiple rows per month then it gets a lot trickier. What does your input data look like?