BAQ YTD calculation

Yahoo Archive
1
I've found that setting up a date range in the dashboard is easier that trying to calculate the dates in the query themselves. You will also have a little more functionality/flexibility too so that you are not tied into year. You could do months or whatever the user wanted. Below is a link to the ERP user guide that showed me how to add ranges in the search functions on trackers. It's e-10 and I don't know how different e-9 so maybe it's not helpful. (you'll need the epic web password to view the link)

https://epicweb.epicor.com/Education/OnlineHelpFeatureSummary/Epicor%20ERP%2010/10.1.400/Help/enu/Standard/Tools_Dashboards/AddanAdvancedSearchwithRange.html
2
Epicor 9.05.702A

has anyone created a calculation in a BAQ for YTD and LY (last year)?  I need to calculate how much we paid Vendors.

Thanks Kim

3
Link in the table that has the numbers you want to total, set it to summary (right click on table).

In a mix of progress and pseudo code.  You can use the String() function to extract the year portion of a date.

Create calculated field for YTD

If(some.FieldDate() = this year) then total(fieldyouwanttototal)) else 0

Create calculated field for LY

If(some.FieldDate() = last year) then total(fieldyouwanttototal)) else 0

Using prompts/parameters you can ask the user for the year they wish to use as "YTD" and then subtract 1 to get the previous year.  If it will always be the current year you can use the Today function to get the year.  I think there may be a BAQ constant that has the year in it also.

Jim Kinneman
Encompass Solutions, Inc
4
Ok, so I was thinking about this options here and thought well maybe I will just prompt them to eter a date but then I wasn't sure how that would pull for LY info too.  In the info you gave me to write a calculation can a TODAY be used instead of a date field.  I will not have a date field to go off of, because I am Totaling ALL invoices for that customer.

Did I make sense?

Thanks Kim


On Tuesday, May 24, 2016 12:42 PM, "jckinneman@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-1376133426yiv8734089169ygrp-text">
  
  
  <div>Link in the table that has the numbers you want to total, set it to summary (right click on table).</div><div><br clear="none"></div><div>In a mix of progress and pseudo code. &nbsp;You can use the String() function to extract the year portion of a date.<br clear="none"><div><br clear="none"></div><div>Create calculated field for YTD</div><div><br clear="none"></div><div>If(some.FieldDate() = this year) then total(fieldyouwanttototal)) else 0</div><div><br clear="none"></div><div>Create calculated field for LY</div><div><br clear="none"></div><div><div>If(some.FieldDate() = last year) then total(fieldyouwanttototal)) else 0</div><div><br clear="none"></div><div>Using prompts/parameters you can ask the user for the year they wish to use as &quot;YTD&quot; and then subtract 1 to get the previous year. &nbsp;If it will always be the current year you can use the Today function to get the year. &nbsp;I think there may be a BAQ constant that has the year in it also.</div><div><br clear="none"></div><div>Jim Kinneman</div><div>Encompass Solutions, Inc</div></div></div>

</div>
 


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5
Kim,

You have me a little confused or I am misreading the context of what you refer to as a date field. 

You need a date field to determine if the invoice is in this year or last year.  "invoice" would be the table you are summarizing, not in a system right now to get the exact name for the invoice header table.

Calculated YTD Field
define variable thisYear as integer.
thisYear = year(today).
if invoice.date = thisYear then Total(invoice.somenumber) else total(0).

Calculated LY Field
define variable lastyear as integer.
lastyear = year(today) -1
if invoice.date = lastYear then Total(invoice.somenumber) else total(0).

Jim Kinneman
Encompass Solutions, Inc.
6
I probably confused you.

Yes, I have the APInvHed table as Summarize.

I am following you but I just don't grasp how to get the year.  Sorry not programmer by trade....learning still.  This is what I have.

if year (APInvHed.InvoiceDate) = thisYear then Total(APInvHed.APInvoiceAmt) else total(0).  (Error: There is a syntaz or data type conversion error in "YTD' calculated field expression.

Aimee helped me and said Hey it is Jim...LOL







7
Kim,

Had a chance to get into a 9.05 system.  There were a few attempts that should have been syntactically correct but the calculated field editor complained.

Linking ApInvHed to Vendor (vendor is parent).  Set ApInvHed  to summary.  You can also make the join an outer join to get all vendors regardless of activity.  And inner join would only show vendors with invoice activity.

Add calculated fields

This works for:

YearToDate
total(if Year(APInvHed.InvoiceDate) = year(today)  then APInvHed.InvoiceAmt else 0)

LastYear
total(if Year(APInvHed.InvoiceDate) = year(today) - 1 then APInvHed.InvoiceAmt else 0)

Jim Kinneman
Encompass Solutions, Inc



8
Worked...i have a big BUT question.

If I want a dashboard to have a date range it won't work with this calculation code correct?  I know how to change it for work for the YTD but the LY would not show correctly with that change.

Thoughts??

Thanks kim

9
The date range needs to include the same range for last year in addition to this year's.  I'd have to think it through some but basically taking the date range and subtracting a year from it you could combine it so you would do something like this.  

(Date >= startRange and Date <= endrange) or (Date >= startRange - year and Date <= EndRange - Year)

I did something like this once by breaking up the range into two, one for what you want the primary year to be and one for what you want to consider the secondary year.  In that case the client wanted to compare any two years not just the current and the last year.

Jim Kinneman
Encompass Solutions, Inc

10
So the following worked....

total(if Year(APInvHed.InvoiceDate) = year(today)  then APInvHed.InvoiceAmt else 0)

BUT then had to pull from the RcvDtl table and now I am getting the error,,,"There is a syntax or data type conversion error in "LY' calculated field expression"

total(if Year(Rcvdtl.ReceiptDate) = year(today)  then Rcvdtl.ourunitcost else 0)



On Friday, May 27, 2016 10:39 AM, "Kimberley White faepigrl@... [vantage]" <vantage@yahoogroups.com> wrote:


  
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  <div></div><div style="color:#000;background-color:#fff;font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:16px;"><div>Worked...i have a big BUT question.</div><div><br clear="none"></div><div dir="ltr" id="ygrps-yiv-104354898yiv2559859138yui_3_16_0_ym19_1_1464359626548_4537">If I want a dashboard to have a date range it won&#39;t work with this calculation code correct?&nbsp; I know how to change it for work for the YTD but the LY would not show correctly with that change.</div><div dir="ltr" id="ygrps-yiv-104354898yiv2559859138yui_3_16_0_ym19_1_1464359626548_4555"><br clear="none"></div><div dir="ltr" id="ygrps-yiv-104354898yiv2559859138yui_3_16_0_ym19_1_1464359626548_4556">Thoughts??</div><div dir="ltr" id="ygrps-yiv-104354898yiv2559859138yui_3_16_0_ym19_1_1464359626548_4557"><br clear="none"></div><div dir="ltr" id="ygrps-yiv-104354898yiv2559859138yui_3_16_0_ym19_1_1464359626548_4558">Thanks kim<br clear="none"></div><div id="ygrps-yiv-104354898yiv2559859138yui_3_16_0_ym19_1_1464359626548_4536"><br clear="none"></div></div>

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11

Examples I use:

 

Current Year

TOTAL(IF Year(Today) = Year(InvcDtl.ShipDate) then InvcDtl.OurShipQty else 0)

Last Year

TOTAL(IF Year(Today) - 1 = Year(InvcDtl.ShipDate) then InvcDtl.OurShipQty else 0)

 

Patrick Winter

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, June 30, 2016 13:22
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: BAQ YTD calculation

 

 

So the following worked....

 

total(if Year(APInvHed.InvoiceDate) = year(today)  then APInvHed.InvoiceAmt else 0)

 

BUT then had to pull from the RcvDtl table and now I am getting the error,,,"There is a syntax or data type conversion error in "LY' calculated field expression"

 

total(if Year(Rcvdtl.ReceiptDate) = year(today)  then Rcvdtl.ourunitcost else 0)

 

 

On Friday, May 27, 2016 10:39 AM, "Kimberley White faepigrl@... [vantage]" <vantage@yahoogroups.com> wrote:

 

 

Worked...i have a big BUT question.

 

If I want a dashboard to have a date range it won't work with this calculation code correct?  I know how to change it for work for the YTD but the LY would not show correctly with that change.

 

Thoughts??

 

Thanks kim

 

 

This e-mail and any attachments may contain confidential and privileged information. If you are not the intended and/or named recipient or recipients, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient or recipients is unauthorized and may be illegal. Any views or opinions expressed in this email are those of the author and do not necessarily represent those of the Specialty Screw Corporation. Warning: Although precautions have been taken to make sure no viruses are present in this email, Specialty Screw Corporation cannot accept responsibility for any loss or damage that may arise from the use of this email or attachments.
This e-mail and any attachments may contain confidential and privileged information. If you are not the intended and/or named recipient or recipients, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient or recipients is unauthorized and may be illegal. Any views or opinions expressed in this email are those of the author and do not necessarily represent those of the Specialty Screw Corporation. Warning: Although precautions have been taken to make sure no viruses are present in this email, Specialty Screw Corporation cannot accept responsibility for any loss or damage that may arise from the use of this email or attachments.   ­­  
12
Same Error.... :(


On Thursday, June 30, 2016 2:44 PM, "'Winter, Patrick' pjw@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-202749548yiv5037126690ygrp-text">
  
  
  <div>
Examples I use:
 
Current Year
TOTAL(IF Year(Today) = Year(InvcDtl.ShipDate) then InvcDtl.OurShipQty else 0)
Last Year
TOTAL(IF Year(Today) - 1 = Year(InvcDtl.ShipDate) then InvcDtl.OurShipQty else 0)
 
Patrick Winter
 
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, June 30, 2016 13:22
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: BAQ YTD calculation
 
 
So the following worked....
 
total(if Year(APInvHed.InvoiceDate) = year(today)  then APInvHed.InvoiceAmt else 0)

 
BUT then had to pull from the RcvDtl table and now I am getting the error,,,"There is a syntax or data type conversion error in "LY' calculated field expression"
 
total(if Year(Rcvdtl.ReceiptDate) = year(today)  then Rcvdtl.ourunitcost else 0)

 
 
On Friday, May 27, 2016 10:39 AM, "Kimberley White faepigrl@... [vantage]" <vantage@yahoogroups.com> wrote:
 
 
Worked...i have a big BUT question.
 
If I want a dashboard to have a date range it won't work with this calculation code correct?  I know how to change it for work for the YTD but the LY would not show correctly with that change.
 
Thoughts??
 
Thanks kim
 
 
This e-mail and any attachments may contain confidential and privileged information. If you are not the intended and/or named recipient or recipients, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient or recipients is unauthorized and may be illegal. Any views or opinions expressed in this email are those of the author and do not necessarily represent those of the Specialty Screw Corporation. Warning: Although precautions have been taken to make sure no viruses are present in this email, Specialty Screw Corporation cannot accept responsibility for any loss or damage that may arise from the use of this email or attachments.
This e-mail and any attachments may contain confidential and privileged information. If you are not the intended and/or named recipient or recipients, please notify the sender immediately by return e-mail, delete this e-mail and destroy any copies. Any dissemination or use of this information by a person other than the intended recipient or recipients is unauthorized and may be illegal. Any views or opinions expressed in this email are those of the author and do not necessarily represent those of the Specialty Screw Corporation. Warning: Although precautions have been taken to make sure no viruses are present in this email, Specialty Screw Corporation cannot accept responsibility for any loss or damage that may arise from the use of this email or attachments.   Â­Â­   
</div>
 


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