Dynamic Date Field with Over Function and Balance Forward Question
Please see the attached video to better explain what we are trying to accomplish.
Beast Mode Used:
SUM(SUM((CASE
WHEN `PERIOD` = '2016-01-01' THEN (`Beg Balance`+`AMOUNT`) ELSE `AMOUNT` END)
)
)
OVER(ORDER BY `PERIOD`)
We currently have a balance sheet account where we are trying to calculate the actual balance using the beginning balance and the current month activity. The Beast mode that is currently written using the Over function (see above) works for the entire date range in the data set. However, we are using a static date (2016-01-01) to bring in the beginning balance at the start of the calculation. The issue we are having is building a dynamic date field so that if we select a different year (i.e. 2017 & 2018) it will use the beginning balance from the first January in the date range selected (January 2017) vs. the static date field of 2016-01-01. Attached is an excel file with example data. Any ideas/suggestion on how to solve this issue will be greatly appreciated. Thanks in advance for your help.
Comments
-
Have you tried just evaulating based on the month of the period instead of the entire date and just look for January? It would look like this:
SUM(SUM((CASE
WHEN MONTH(`PERIOD`) = 1 THEN (`Beg Balance`+`AMOUNT`) ELSE `AMOUNT` END)
)
)
OVER(ORDER BY `PERIOD`)It seems like using the MONTH function would make it dynamic for each year
**Check out my Domo Tips & Tricks Videos
**Make sure to any users posts that helped you.
**Please mark as accepted the ones who solved your issue.1 -
@MarkSnodgrass This would work if there is only 1 January in the date range. However, if there are multiple January's it will break at the second January. The over fucntion is adding each subsequent row together and the Month(`Period`) function will bring in the beginning balance in my original example from January 2017, which would give an overstated balance going forward. Make sense?
0
Categories
- All Categories
- 1.8K Product Ideas
- 1.8K Ideas Exchange
- 1.5K Connect
- 1.2K Connectors
- 296 Workbench
- 6 Cloud Amplifier
- 8 Federated
- 2.9K Transform
- 99 SQL DataFlows
- 614 Datasets
- 2.2K Magic ETL
- 3.8K Visualize
- 2.5K Charting
- 727 Beast Mode
- 53 App Studio
- 40 Variables
- 677 Automate
- 173 Apps
- 451 APIs & Domo Developer
- 45 Workflows
- 8 DomoAI
- 34 Predict
- 14 Jupyter Workspaces
- 20 R & Python Tiles
- 394 Distribute
- 113 Domo Everywhere
- 275 Scheduled Reports
- 6 Software Integrations
- 121 Manage
- 118 Governance & Security
- Domo Community Gallery
- 32 Product Releases
- 10 Domo University
- 5.4K Community Forums
- 40 Getting Started
- 30 Community Member Introductions
- 108 Community Announcements
- 4.8K Archive