About ksachar

ksachar · ‎11-16-2017

My Aggregated post-manipulation data looks like this: <please see attachment> There and thousands of customers, multiple products, 60 + months. Profit is calculated using a complex formula. I want to plot the return using bar-chart/ Histogram and have a list control on the side as a filter so that check a check box provides me that specific product. If I select multiple Product types in the list control. SAS-VA will sum (aggregate it). But since net profit is a %. The sum of % will not make any sense. I can calculate % for all product type combinations in the ETL: <please see attachment> Is there any way that I can create a functionality where I select multiple product type say X and Y in list-control and (by using a parameter or something else) the bar chart shows me 13% as compared to 15% (which will be summing up 2 returns) ?

ksachar · ‎11-16-2017

Is it possible to use (1)check mark- in green (2) check mark in green with yellow diamond (3) block - in red (4) any other symbol <please see attachment> in a List Table or a Crosstab report object in SAS VA 7.4.

ksachar · ‎03-20-2017

@Sam_SAS Here is the link: https://communities.sas.com/t5/SASware-Ballot-Ideas/Aggregated-Product-by-Group-in-SAS-Visual-Analytics/idi-p/342708

ksachar · ‎03-20-2017

@Sam_SAS I was able to resolve it using Base SAS. I have updated the idea for future product developements. If you are interetsed I can walk you through my requirement and show you how I resolved it.

ksachar · ‎03-20-2017

@lakshmi_74 @Ksharp @mkeintz @Reeza Thank you for finding time and helping me resolve this.

ksachar · ‎03-20-2017

This works perfectly. My initial requirement was for a data for 6 years (i.e. 72 months and different combinations for 72 months-- which is nCr =(72C2) = 2556 ). After discussing with @lakshmi_74lakshmi i made minor changes to the code; removed YEAR in BY statement, anywere in first.year, last.year etc. and the retun was calculated for each Product group (date combinations).

ksachar · ‎02-28-2017

Thanks @Sam_SAS. I will submit this idea. Is there any way to replicate this in Base SAS.

ksachar · ‎02-27-2017

@mkeintz Thank you so very much for responding to my post. I tried the code but it is not giving me correct cumret. Will you be able to provide me the modified code on this sample data (I have added another variable). Also, Can you share the output so I can compare? want to make sure I am not making any mistake If I need to extend the code to 24 months, will it work if I change : array r {12} _temporary_; to array r {24} _temporary_; AND do nmonths=2 to 12; to do nmonths=2 to 24;

ksachar · ‎02-27-2017

Yes. It is related to finance.

ksachar · ‎02-27-2017

Thanks a lot @Ksharp. You are correct. It is compounded return. If the time period exceeds 12 months , then I have to calculate the annualized return too. My real problem is far more complicated than what I presented in "I HAVE". I tried to adjust your code but I am missing something. Can you help me modify your code for the data bellow (I removed the last variable since you didn't used in your code) Customer A ClassA Product A Jan2016 2% $1.02 Customer A ClassA Product A Feb2016 3% $1.03 Customer A ClassA Product A Mar2016 1% $1.01 Customer A ClassA Product A Apr2016 7% $1.07 Customer A ClassA Product A May2016 -5% Customer A ClassA Product A Jun2016 3% Customer A ClassA Product A Jul2016 -0.50% Customer A ClassA Product A Aug2016 3% Customer A ClassA Product A Sep2016 2% Customer A ClassA Product A Oct2016 5% Customer A ClassA Product A Nov2016 1% Customer A ClassA Product A Dec2016 -1% Customer A ClassA Product A Jan2015 -2% Customer A ClassA Product A Feb2015 0.5% Customer A ClassA Product A Mar2015 3% Customer A ClassA Product A Apr2015 4% Customer A ClassA Product A May2015 6% Customer A ClassA Product A Jun2015 -1% Customer A ClassA Product A Jul2015 5% Customer A ClassA Product A Aug2015 8% Customer A ClassA Product A Sep2015 -6% Customer A ClassA Product A Oct2015 4% Customer A ClassA Product A Nov2015 1.3% Customer A ClassA Product A Dec2015 .8% Customer A ClassA Product B Jan2016 3% Customer A ClassA Product B Feb2016 7% Customer A ClassA Product B Mar2016 9% Customer A ClassA Product B Apr2016 -2% Customer A ClassA Product B May2016 -1% Customer A ClassA Product B Jun2016 -4% Customer A ClassA Product B Jul2016 -4% Customer A ClassA Product B Aug2016 1% Customer A ClassA Product B Sep2016 -2% Customer A ClassA Product B Oct2016 3% Customer A ClassA Product B Nov2016 -5% Customer A ClassA Product B Dec2016 6% Customer A ClassA Product B Jan2015 -1% Customer A ClassA Product B Feb2015 3% Customer A ClassA Product B Mar2015 -1% Customer A ClassA Product B Apr2015 2% Customer A ClassA Product B May2015 -3% Customer A ClassA Product B Jun2015 3% Customer A ClassA Product B Jul2015 -9% Customer A ClassA Product B Aug2015 2% Customer A ClassA Product B Sep2015 1% Customer A ClassA Product B Oct2015 -2% Customer A ClassA Product B Nov2015 3% Customer A ClassA Product B Dec2015 -2% Thanks once again.

ksachar · ‎02-27-2017

Yes. I have monthly return for last 10 years. I have to calculate compunded return for a selected time period in the date slider.

ksachar · ‎02-25-2017

I need to calculate modified deitz return (Which is basically geometric mean of periodic return after adjusting Cash Flow and weighted Cash flow). You calculate monthly return, and for larger periods take geometric mean for it. Say you have monthly return and you can calculate annual return by taking Geometric mean. I am manipulating data in SAS EG so I can use the dataset in SAS VA for a Report. Geometric Mean=(1+r1)*(1+r2)...... -1 r1, r2== are monthly returns. The idea is to select a random period Date_From and Date_To and the pre-calculated Rate of return come up. I have calculated the monthly return with adjusted cash flow, I am strugling to get a Geometric mean/Cumulative Return. I HAVE: Client Financial Product Date Return Return +1 Customer A Product A Jan2016 2% $1.02 Product A Feb2016 3% $1.03 Product A Mar2016 1% $1.01 Product A Apr2016 7% $1.07 Product A May2016 -5% $0.95 Product A Jun2016 3% $1.03 Product A Jul2016 -0.50% $1.00 Product A Aug2016 3% $1.03 Product A Sep2016 2% $1.02 Product A Oct2016 5% $1.05 Product A Nov2016 1% $1.01 Product A Dec2016 -1% $0.99 Customer A Product B .... .... ..... ..... ....... ....... ......... ......... ......... ......... I WANT: Financial Product Date_From Date_To GM_Formulae Cumulative Return Product A Jan2016 Feb2016 (1+r2)-1 2.00% Product A Jan2016 Mar2016 (1+r2)*(1+r3)-1 5.06% Product A Jan2016 Apr2016 .... .... Product A Jan2016 May2016 ..... ..... Product A Jan2016 Jun2016 ....... ....... Product A Jan2016 Jul2016 ......... ......... Product A Jan2016 Aug2016 ......... ......... Product A Jan2016 Sep2016 .... .... Product A Jan2016 Oct2016 ..... ..... Product A Jan2016 Nov2016 ....... ....... Product A Jan2016 Dec2016 (1+r1)*(1+r2)....*(1+r11)-1 23.16% Product A Feb2016 Mar2016 ......... ......... Product A Feb2016 Apr2016 .... .... Product A Feb2016 May2016 ..... ..... Product A Feb2016 Jun2016 ....... ....... Product A Feb2016 Jul2016 ......... ......... Product A Feb2016 Aug2016 ......... ......... Product A Feb2016 Sep2016 Product A Feb2016 Oct2016 Product A Feb2016 Nov2016 Product A Feb2016 Dec2016 For 12 months there will be 66 combinations of months The date combinations are easy to create. But I am having trouble calculating Rate of return for all teh 66 combinations. Since it is teh same variable. There are ways to this in excel. Since, actual table is millions of rows thats not a possibility. Can this be done in SAS.

ksachar · ‎02-24-2017

I WANT: I want the report users to have the capability to calculate the Product of obs in Variable VALUE based on the MONTH_END_DATE selection. I HAVE: Let's say I have a slider with MONTH_END_DATE value in it which gives a user the flxeiblity to choose a period. Once they have choosen a begining and ending period of their choice, I want to display the product of all observations for variable VALUE. For example: User select JAN2015-MAR2015 in the slider, I want to display Product of the 3 obs in that period (0.988*1.035*.995) 1.0174 It can be done very easily in Excel, Is there a way to do it in VA. <see the attachment>

ksachar · ‎02-01-2017

When creating an aggregated measure or calculated item I am able to see Visual or Text code. Where can I find more details on creating customized formulae. Thanks

ksachar · ‎01-10-2017

We are using SAS VA for our external and internal clients. I need to evaluate the uasge statistics like: How many user's (by user_id's) login i na given period, how many times, duration of each session etc. to evaluate the tool utilization. Is this information stored in metadata or LASR ? and How can it be accessed ?

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Using List-Control to add combinations for pre-calculated percentages

Using check marks in List Table and/or Crosstab

Re: Calculating Product for a period/selected observations of a variab...

Re: Calculating Product for a period/selected observations of a variab...

Re: Calculating Product for a selected observations of the same variab...

Re: Calculating Product for a selected observations of the same variab...

Re: Calculating Product for a period/selected observations of a variab...

Re: Calculating Product for a selected observations of the same variab...

Re: Calculating Product for a period/selected observations of a variab...

Re: Calculating Product for a selected observations of the same variab...

Re: Report Distribution/register email-id in metadata

Re: Calculating Product for a selected observations of the same variab...

Re: SAS VA coding (Aggregated measure Calculated measure)

Re: SA VA usage statistic

Re: Upload dataset to LASR/Error: insufficient memory.

Using List-Control to add combinations for pre-calculated percentages

Using check marks in List Table and/or Crosstab

Re: Calculating Product for a period/selected observations of a variab...

Re: Calculating Product for a period/selected observations of a variab...

Re: Calculating Product for a selected observations of the same variab...

Re: Calculating Product for a selected observations of the same variab...

Re: Calculating Product for a period/selected observations of a variab...

Re: Calculating Product for a selected observations of the same variab...

Re: Calculating Product for a period/selected observations of a variab...

Re: Calculating Product for a selected observations of the same variab...

Re: Calculating Product for a period/selected observations of a variab...

Calculating Product for a selected observations of the same variable

Calculating Product for a period/selected observations of a variable

SAS VA coding (Aggregated measure Calculated measure)

SA VA usage statistic