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

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

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

"Table structure cannot read or update" in the warehouse catalog error while updating a table structure in Microstrategy

"Table structure cannot read or update"  in the warehouse catalog error while updating a table structure while using Warehouse Catalog in MicroStrategy Developer  This issue could be due to the incorrect prefix.  To fix the issue. 1. Open the Warehouse Catalog. 2. Select the table and assign the correct Prefix update the structure. 3. Save and close the warehouse catalog.
Post a Comment
Read more
Microstrategy Release Types Platform release Interval:  Annually every twelve (12) months in December Who:  Entire customer base What:  Focus on production level security, stability, and performance defect fixes for all customers. Expectation:  Customer has chosen platform path and wants product stability without new enhancements. Support:  Three (3) years, patches for approved P1 defects, and regular hotfix cadence addresses critical defects. Feature Release Interval:  Quarterly every three (3) months Who:  Customers with specific feature requirements. What:  New functionality developed in close collaboration with customers and customer council. Expectation:  Customer has chosen feature path, will consume further feature releases. Support:  Six (6) months patch support for approved P1 defects and (eighteen) 18 months troubleshooting. Customers upgrade to next feature release for roll-up f...
1 comment
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

Personalizing file locations, email and file subscriptions using macros in Microstrategy

Personalizing file locations MSTr allows to dynamically specify the  File Location  and  Backup File Location  in a file device using macros.  For example, if you specify the  File Location  as  C:\Reports\{&RecipientName}\ ,  all subscriptions using that file device are delivered to subfolders of  C:\Reports\ . Subscribed reports or documents for each recipient are delivered to a subfolder with that recipient’s name, such as  C:\Reports\Jane Smith\  or  C:\Reports\Hiro Protagonist\ . The table below lists the macros that can be used in the  File Location  and  Backup File Location  fields in a file device: Description Macro Date on which the subscription is sent {&Date} Time at which the subscription is sent {&Time} Name of the recipient {&RecipientName} User ID (32-character GUID) of the recipient {&RecipientID} Distribution Services add...
Post a Comment
Read more

Activate MicroStrategy Geospatial Services

Activate MicroStrategy Geospatial Services MicroStrategy 10.11 introduces our new mapping capability: MicroStrategy Geospatial Services, powered by Mapbox. This enhanced map visualization is available for dossiers on all interfaces including MicroStrategy Desktop, Workstation, Web and Library (Mobile included). With MicroStrategy Geospatial Services, MicroStrategy now offers advanced geospatial analytics features that allow users to get more out of their location data. This new feature is available in addition to the out-of-the-box ESRI maps. MicroStrategy Geospatial Services allows users to: Plot polygon shapes for most countries, down to the zip code level Perform powerful interaction between layers (progressively hide or show data layers as zoom levels change) Identify and resolve location name conflicts Add thresholds to data points, size markers for metrics, and color by for both attributes and metrics Fine tune clustering behavior when aggregating data on a ma...
2 comments
Read more

Prompt-in-prompt(Nested Prompts) in Microstrategy

Prompt-in-prompt(Nested Prompts) in  Microstrategy Nested prompts allows you to create one prompt based on the other and other bases on another, nested prompts allows us to prompt the highest level(Like year) to middle level(like Quarter, then to the low level(like Month). Here you can see how to  create a 3-level deep nested prompt that will prompt the user to select a year, then a quarter within that year, then a month within that quarter. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. This feature is only implemented for element list prompts . The following procedure describes how to achieve this: Create the highest level filter. This is a filter which contains a prompt on an attribute element list. Create a filter on the attribute "Year." Click "prompt on attribute element list" and click "Next" through the rest of the screens to accept the default values. Do not set any additio...
3 comments
Read more

Uniquely identifying data using Compound Key in Microstrategy

Uniquely identifying data in tables with Compound Key attribute: The types of keys that can be assigned to a table include: • Simple key requires only one column to identify a record uniquely within a table. • Compound key requires multiple columns to identify a unique record. . The following diagram shows how the different key structures can be used to identify a cal...
Post a Comment
Read more

Internationalization Design Technics

Microstrategy Internationalization Design Technics MicroStrategy supports data internationalization through two different techniques. You can either provide translated data through the use of extra tables and columns, or you can provide separate databases to store your translated data. These techniques are described below: You can support data internationalization in your database by using separate tables and columns to store your translated data. You can use various combinations of tables and columns to support and identify the translated data in your database. To support displaying the name of each month in multiple languages, you can include the translated names in a separate column, one for each required language, within the same table. Each column can use a suffix to identify that the column contains translated data for a certain language. The same LU_MONTH_OF_YEAR table with translated data for the Spanish and German langua...
Post a Comment
Read more