Calcite | Level 5

## Calculate a cumulative sum over a period longer than 1 year?

Hello,

I want to create variables that calculate a cumulative sum (running sum) over a period longer than 1 year. Perhaps I'm doing something wrong, but using CumulativePeriod or the other options the Cumulative sum begins again from 0 as the year changes

Can anyone help me solve this.

Chris Keen

15 REPLIES 15
SAS Employee

## Re: Calculate a cumulative sum over a period longer than 1 year?

ChrisKeen,

My apologies--I accidentally marked your question "answered" by mistake. I'm currently having trouble undoing my mistake.

I believe it is possible for you to mark the question back to "unanswered."  My posting this message will bump your question back up in the activity stream - hopefully someone will see and get you some help.

I'm sorry for the inconvenience. Thank you for being part of the community!

Lapis Lazuli | Level 10

## Re: Calculate a cumulative sum over a period longer than 1 year?

Hi Chris,

I think you are trying to calculate cumulative sum for financial year, if yes, it is not possible to calculate in this way, you can do this using custom category, cumulative period is only for calendar year  (i.e.., Jan - Dec).

Lets hope that this option (YTD) is available in VA 7.2.

You want to compare  MOM?

Regards,

Teja Surapaneni.

Calcite | Level 5

## Re: Calculate a cumulative sum over a period longer than 1 year?

Hello Teja,

Thanks for your reply. I am trying to calculate for a periode, for example from 1-1-2014 to date (in february 2015  the periode to calculate is 1-1-2-14 to 1-2-2015, or in June 2015, the period should be  1-1-2014 - 1-6-2015).

Have you an example that shows me how I can manually calculate this.

Thanks again

Chris keen

Lapis Lazuli | Level 10

## Re: Calculate a cumulative sum over a period longer than 1 year?

hi,

You Want Cumulative Sum or Overall Sum ?

Thanks,

Teja Surapaneni.

Calcite | Level 5

## Re: Calculate a cumulative sum over a period longer than 1 year?

Hi

I want a cumulative (running) sum - using my example in my the discussion meassge,  from march 2014 til march 2015 without breaking and starting again from jan. 2015

Thansk again

Calcite | Level 5

## Re: Calculate a cumulative sum over a period longer than 1 year?

I'm having the same problem. Stuff does accumulate from year to year sometimes, has anyone figured out how to convey this in VA?

SAS Employee

## Re: Calculate a cumulative sum over a period longer than 1 year?

Hello jay and Chris,

There have been a few threads on this topic.

I asked a developer who supports the periodic operators about this, and he doesn't know of a workaround in the current release. This feature is definitely on our radar, so hopefully it can be implemented in a future release.

Thanks,
Sam

Calcite | Level 5

## Re: Calculate a cumulative sum over a period longer than 1 year?

Thanks Sam for letting us know

Calcite | Level 5

## Re: Calculate a cumulative sum over a period longer than 1 year?

Hi,

I have made a calculation for running sum over a period longer than 1 year like this:

1. Data Set: DATE (in MM/YYYY format); Value

2. + Date2Year=DateFromMDY(1, ( Month('DATE'n) + ( ( Year('DATE'n) - 2014 ) * 12 ) ), 2015)

3. + Value2Year=CumulativePeriod(_Sum_, 'Value'n, 'Date2Year'n, _Inferred_, _Inferred_, 0, _Full_, {Date})

4. + No.='Date2Year'n. Format display as Day of Month. "No." is needed to replace "Date2Year" in the Table.

Same technic I'm using for calculating: day to day difference, week to week difference, cumulative sum by days in week, etc.

I hope it's clear and will help.

Robert R.

Calcite | Level 5

## Re: Calculate a cumulative sum over a period longer than 1 year?

Hi,

I think you are limited to 365 values with this solution.

I have to do a cumulative with data on more than 1 year and one data per day.

I created date2year in SAS Base like this : date2year = '01jan2015:0:0:0'dt + datepart(date);

In Visual Analitics, i created value2year like : CumulativePeriod(_Sum_, 'Value', 'Date', _Inferred_, _Inferred_, 0, _Full_, {Date})

But value2year stays empty, I think this is due to the fact that date2year is in datetime format...

Have you any solution ?

Thanks

Fluorite | Level 6

## Re: Calculate a cumulative sum over a period longer than 1 year?

Hi,

There is solution - but very, very slow for daily summing, better for month, good for quarter or year summing

For e.g. data for 2014, 2015 years

"Quantity" - aggregated measure

"Date" - calendar data

1. YearNo = Year('Date'n)  measure

2. QtyYTD = CumulativePeriod(_Sum_, 'Qty'n, 'Date'n, _Inferred_, _ByYear_, 0, _Full_, {Date})  aggregated

3. QtyPrevYear = IF ( Avg [_ByGroup_] ('YearNo'n) = 2014 ) RETURN 0 ELSE ParallelPeriod(_Sum_, 'Qty'n, 'Date'n, _ByYear_, _ByYear_, -1, _Full_, {Date})  aggregated

4. Qty2YTD='QtyPrevYear'n + 'QtyYTD'n  aggregated - gives sum we are looking for

Best Regards

Robert R.

Calcite | Level 5

## Re: Calculate a cumulative sum over a period longer than 1 year?

This cumulative variables are showing missing when plotting on bar chat or line chart or even cross tab

Calcite | Level 5

## Re: Calculate a cumulative sum over a period longer than 1 year?

I'm sorry how to obtain rolling sum on 4 week?

@RR28 wrote:

Hi,

I have made a calculation for running sum over a period longer than 1 year like this:

1. Data Set: DATE (in MM/YYYY format); Value

2. + Date2Year=DateFromMDY(1, ( Month('DATE'n) + ( ( Year('DATE'n) - 2014 ) * 12 ) ), 2015)

3. + Value2Year=CumulativePeriod(_Sum_, 'Value'n, 'Date2Year'n, _Inferred_, _Inferred_, 0, _Full_, {Date})

4. + No.='Date2Year'n. Format display as Day of Month. "No." is needed to replace "Date2Year" in the Table.

Same technic I'm using for calculating: day to day difference, week to week difference, cumulative sum by days in week, etc.

I hope it's clear and will help.

Robert R.

Fluorite | Level 6

## Re: Calculate a cumulative sum over a period longer than 1 year?

Can you please say in which version it is Possible?

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