Annualized Terms and Turnover

user02149

Good Morning,

 

We have a turnover card that currently shows the YTD Turnover % along with the YTD terminations. 

 

When calculating the annualized projected terms and turnover, I have used the YEARFRAC calculation in Excel. I'm not sure what I will need to do to recreate that column here in Domo. 

 

Here's an example of the formula I would use in Excel to get the Annualized Projections:

 

Current Terms: 64

Today's Date: 5/17/18

Start of Year(1/1/18) 

     YEAR FRAC(Start of Year, Today's Date) {would return, .37777)

So to get the annualized terms I would take 64/.37777 {would return 169.411} 

 

 

Current Terms/(YearFrac(StartofYear,TodaysDate,))

 

Thanks in advance for help!! 

rahul93

 

 

You can use beast mode:

Current Terms/
(Datediff(STR_TO_DATE(concat('01/01/',YEAR(Current_Date()))),Current_Date())/DATEDIFF(STR_TO_DATE(concat('01/01/',YEAR(Current_DATE()))), STR_TO_DATE(concat('31/12/',YEAR(Current_Date)))))

Note: I assumed that Current Terms is a field in your dataset.

Let me know if it works or not,

user02149

Hi Rahul, 

 

Right now the YTD terms are being figured by using this beast mode in the data set: 

 

Case when YEAR(`dateOfTermination`)= YEAR(CURRENT_DATE()) then 1 Else 0
End

 

What would be the best way to input that into the formula you gave me? 

 

Thank you!

Becki

 

 

rahul93

Hey Becki,

 

I am not sure what you mean by YTD terms if its Current Terms then the formula could possibly be:

SUM(Case when YEAR(`dateOfTermination`)= YEAR(CURRENT_DATE()) then 1 Else 0
End)/
(Datediff(STR_TO_DATE(concat('01/01/',YEAR(Current_Date()))),Current_Date())/DATEDIFF(STR_TO_DATE(concat('01/01/',YEAR(Current_DATE()))), STR_TO_DATE(concat('31/12/',YEAR(Current_Date)))))

 I am not sure if this will work or not. Please let me know,

user02149

Hi there,

 

Hmm it didn't work. I'm not sure what would be helpful for you to see. Here's a snap shot of the top of the card, and the beast mode that's calculating the second column as a sum for the total YTD terms.