Skip to main content

Fiscal Week, Fiscal Month, Fiscal Quarter and Fiscal Year calculations in Microstrategy

Fiscal Week, Fiscal Month, Fiscal Quarter and Fiscal Year calculations in Microstrategy


FiscalWeek

Returns the numeric position of a week within a fiscal year, for a given input date. This function is useful in financial reporting when the start of the fiscal year is different than the start of the calendar year.
Syntax
FiscalWeek<firstWeekDay, firstMonth>(Date/Time)
Where:
•Date/Time is the input date or timestamp.
•firstWeekDay (default value is 1) is a parameter that determines which day of the week is considered as the first day of the week. You can type an integer value from 1 to 7, with 1 representing Sunday, 2 representing Monday, and so on until 7 representing Saturday.
•firstMonth (default value is 1) is a parameter that determines which month is considered as the start of the fiscal year. You can type an integer value from 1 to 12, with 1 representing January, 2 representing February, and so on until 12 representing December.
For information on whether your database supports various date and time functions, see MicroStrategy and Database Support for Functions.
Example
Consider a report or dashboard that includes a Day attribute with a single ID form. You can create a metric with the following definition:
FiscalWeek<firstWeekDay=1, firstMonth=7>(Day)
For each element of the Day attribute, the metric displays the numeric position of the week within the fiscal year for that date. For this example, since the fiscal year starts in July, a date of July 8, 2014 would return 2. This is because the first fiscal week runs from July 1st through July 5th. Then on July 6th, the first Sunday of the fiscal year, the second fiscal week starts. This week includes July 8th, and so 2 is returned.

FiscalMonth

Returns the numeric position of a month within a fiscal year, for a given input date. This function is useful in financial reporting when the start of the fiscal year is different than the start of the calendar year.
Syntax
FiscalMonth<firstMonth>(Date/Time)
Where:
•Date/Time is the input date or timestamp.
•firstMonth (default value is 1) is a parameter that determines which month is considered as the start of the fiscal year. You can type an integer value from 1 to 12, with 1 representing January, 2 representing February, and so on until 12 representing December.
For information on whether your database supports various date and time functions, see MicroStrategy and Database Support for Functions.
Example
Consider a report or dashboard that includes a Day attribute with a single ID form. You can create a metric with the following definition:
FiscalMonth<firstMonth=4>(Day)
For each element of the Day attribute, the metric displays the numeric position of the month within the fiscal year for that date. For this example, since the fiscal year starts in April, a date of July 4, 2014 would return 4. This is because July is the fourth month in the fiscal year.

FiscalQuarter

Returns the numeric position of a quarter within a fiscal year, for a given input date. This function is useful in financial reporting when the start of the fiscal year is different than the start of the calendar year.
Syntax
FiscalQuarter<firstMonth>(Date/Time)
Where:
•Date/Time is the input date or timestamp.
•firstMonth (default value is 1) is a parameter that determines which month is considered as the start of the fiscal year. You can type an integer value from 1 to 12, with 1 representing January, 2 representing February, and so on until 12 representing December.
For information on whether your database supports various date and time functions, see MicroStrategy and Database Support for Functions.
Example
Consider a report or dashboard that includes a Day attribute with a single ID form. You can create a metric with the following definition:
FiscalQuarter<firstMonth=7>(Day)
For each element of the Day attribute, the metric displays the numeric position of the quarter within the fiscal year for that date. For this example, since the fiscal year starts in July, a date of October 13, 2014 would return 2. This is because October is in the second quarter of the fiscal year.

FiscalYear

Returns the fiscal year of the input date. This function is useful in financial reporting when the start of the fiscal year is different than the start of the calendar year.
When determining the fiscal year, the year returned is the year in which the fiscal year ends. For example, if a fiscal year runs from March 1, 2014 through April 30, 2015, the fiscal year is 2015.
Syntax
FiscalYear<firstMonth>(Date/Time)
Where:
•Date/Time is the input date or timestamp.
•firstMonth (default value is 1) is a parameter that determines which month is considered as the start of the fiscal year. You can type an integer value from 1 to 12, with 1 representing January, 2 representing February, and so on until 12 representing December.
For information on whether your database supports various date and time functions, see MicroStrategy and Database Support for Functions.
Example
Consider a report or dashboard that includes a Day attribute with a single ID form. You can create a metric with the following definition:
FiscalYear<firstMonth=2>(Day)
For each element of the Day attribute, the metric displays the fiscal year for that date. A date of July 4, 2013 would have a fiscal year of 2014.
Labels:

Comments

Post a Comment

Popular posts from this blog

Data Mart Reports in Microstrategy

Creating Data Mart Reports in Microstrategy   When there is requirement to store all the report results to a database table you can use the interesting feature in Microstratgey called Data Mart Reports. To create a data mart table, you first create a data mart report that defines the columns of the data mart table. You then create the data mart table and populate it with data. The steps below walk you through the process of creating a data mart report and then executing the report to create a data mart table. The steps also include an example for most steps, based on Tutorial sample data in the MicroStrategy Tutorial project.                Follow the simple steps below to create a datamart report: 1 In MicroStrategy Developer, create a new report or select an existing report to use as the data mart table. The report should contain the attributes...
1 comment
Read more

MicroStrategy URL API Parameters

MicroStrategy URL Structure The following table summarizes the root URL structure used for every request to MicroStrategy Web. Environment Main Application URL Administration URL J2EE http://webserver/MicroStrategy/servlet/mstrWeb http://webserver/MicroStrategy/servlet/mstrWebAdmin .NET http://webserver/MicroStrategy/asp/Main.aspx http://webserver/MicroStrategy/asp/Admin.aspx Every request sent to MicroStrategy Web calls a central controller. Parameters are appended to  Main.aspx  or  mstrWeb  (in a .NET and J2EE environment, respectively) to indicate to the controller how the request should be internally forwarded and handled. The following examples show a URL for accessing a MicroStrategy folder when the user does not have an existing session. The URL contains not only the parameters needed to connect to MicroStrategy Web, but also the parameters needed to log on and create a session. J2EE environment: <a href="http:...
2 comments
Read more

Microstrategy Alerts setup

Alerts Editor Alerts can be sent to an email address or to an iPhone, iPad, or Android device with MicroStrategy Mobile. This allows users to be notified of data that is likely to be important for making business decisions. You can also have formatting automatically applied to metric values in the report, to draw immediate attention to the data that meets the alert's threshold conditions. For example, when the Inventory Count data in a report falls below 1,000 units, you can have the report sent to you, with the values below 1,000 displayed in red text. You can specify a subject and message to display for the alert, as well as a report or document to be displayed when viewing the alert, as described below. You can receive and view alerts on a mobile device even if the MicroStrategy Mobile application is not running. Prerequisites    You must have the MicroStrategy Distribution Services product installed and MicroStrategy Web must be configured to use Distribu...
Post a Comment
Read more

Setting up a System Manager workflow to execute on a schedule in MicroStrategy

Setting up a System Manager workflow to execute on a schedule in MicroStrategy In some instances, a MicroStrategy user may want a System Manager workflow to execute on a set schedule or after an event has been triggered. This can be accomplished by creating a simple batch file, and scheduling that batch file to execute with a third-party tool like Microsoft Task Scheduler.   Note : To avoid user permission conflicts, the following steps must be performed with highest privileges.   In the following example, a user would like to execute a workflow that restarts the Intelligence Server every day.   1. The user must first have a valid workflow. This particular workflow is a template that is delivered out-of-the-box with System Manager.     2. Save the workflow in  .smw  format.   3. In a text editor (such as Notepad), enter the command line statement that the task scheduler should execute.       4. Save the file in ...
Post a Comment
Read more

Export a Report Services document to Excel with formatting using URL API

Export a Report Services document to Excel with formatting using URL API in MSTR Web In order to export a document in excel format using the URL API, the executionMode must be set to 4.  If excutionMode is not provided in the URL, by default PDF will be used as executionMode.   Below are the list of parameters that the URL must contain in order to execute correctly.   evt= 3069 src= Main.aspx.3069 executionMode= 4 documentID= 7E1644CA424F482DA811569FCE8127FF( Replace the document Id with your document ID)   Sample URL for .NET environment: http://WebServerName/MicroStrategy/asp/Main.aspx?evt=3069&src=Main.aspx. 3069 &executionMode= 4 &documentID= 7E1644CA424F482DA811569FCE8127FF    
1 comment
Read more

Case functions Microstrategy

Ca se functions Microstrategy Case functions return specified data in a SQL query based on the evaluation of user-defined conditions. In general, a user specifies a list of conditions and corresponding return values. Case This function evaluates multiple expressions until a condition is determined to be true, then returns a corresponding value. If all conditions are false, a default value is returned.  Case  can be used for categorizing data based on multiple conditions. This is a single-value function. Syntax Case ( Condition1 ,  ReturnValue1 ,  Condition2 , ReturnValue2 ,...,  DefaultValue ) Example Case(([Total Revenue] < 300000), 0, ([Total Revenue] < 600000), 1, 2) sum(Case (Day@DESC in (“Sat”,”Sun”), Sales, 0) {~+} Sum(Case(Category@DESC In("Books","Electronics"),Revenue,0)){~+} CaseV (case vector) CaseV  evaluates a single metric and returns different values according to the results. It can be used to perfo...
3 comments
Read more

Microstrategy Custom number formatting symbols

Custom number formatting symbols If none of the built-in number formats meet your needs, you can create your own custom format in the Number tab of the Format Cells dialog box. Select  Custom  as the Category and create the format using the number format symbols listed in the table below. Each custom format can have up to four optional sections, one each for: Positive numbers Negative numbers Zeros Text Each section is optional. Separate the sections by semicolons, as shown in the example below: #,###;(#,###);0;"Error: Entry must be numeric" For more examples, see  Custom number formatting examples . To jump to a section of the formatting symbol table, click one of the following: Numeric symbols Character/text symbols Date and time symbols Text color symbols Currency symbols Conditional symbols Numeric symbols For details on how numeric symbols apply to the Big Decimal data type, refer to the  Project Design Guide . ...
4 comments
Read more

Control the display of null and zero metric values

Show   Control the display of null and zero metric values in a grid report You can determine how to display or hide rows and columns in a grid report that consist only of null or zero metric values. You can have MicroStrategy hide the rows and columns in the following ways: Hide rows and columns that consist only of null metric values Hide rows and columns that consist only of zero metric values Hide rows and columns that consist only of null or zero metric values (default) Once you have defined how MicroStrategy hides null and zero metric values in the grid, you can quickly show or hide the grid using the Hide Nulls/Zeros option in the Data menu, as described below, or by clicking the  Hide Nulls/Zeros  icon  in the Data toolbar. To determine how null and zero metric values are displayed or hidden in a grid report Open the report in Edit mode. From the  Tools  menu, select  Report Options . The Report Options...
Post a Comment
Read more

Transaction Services - Configure Transactions

Configure Transactions in MSTR Web Transaction Services-enabled document displayed on an iPhone, iPad, or Android device can allow users to insert/update/delete data in to the database, using the options in the Configure Transactions Editor. To do so, you must link a Transaction Services report to a grid or to text fields in a panel stack. If the document is being displayed on an iOS device, you can link the report to the cells of a transaction table. Data from the input objects defined in the Transaction Services report is displayed in the grid, text fields, or cells for users to edit. Prerequisites:        Ø   You must have the Web Configure Transaction privilege assigned by MSTR user admin. Ø   Create the Transaction Services report (usually a grid report) you want to link to the grid, text fields, or transaction table cells. Make sure that the Transaction Services report must contain the input object for each value you w...
3 comments
Read more

Email Subscription in Microstrategy

Create Email Subscription in Microstrategy Creates an email subscription. Do not include any leading or trailing spaces in the ANSWER parameters. This causes a SQL error and prevents the command from executing. Ex: CREATE EMAILSUBSCRIPTION "New Multi Users" FOR OWNER "administrator" SCHEDULE "Books Closed" CONTACTGROUP "TEST"  CONTENT "Electronics Revenue by Region" IN FOLDER "\Public Objects\REPORTS\SUBJECT Areas\Sales and Profitability Analysis" IN PROJECT "MicroStrategy Tutorial" DELIVERYFORMAT HTML  EXPIRATIONDATE NEVER EXPRIED FILENAME "file_name"   SUBJECT  "Test REPORT" MESSAGE "Please Test"; CREATE EMAILSUBSCRIPTION [ subscription_name ] [FOR OWNER login_name ] SCHEDULE schedule_name  (ADDRESS address_name | USER user_name  | CONTACT contact_name [ADDRESS contact_ address_name ] | CONTACTGROUP contact_group_name ) CONTENT ( report_or_document_name IN FOLDER   loc...
1 comment
Read more